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403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC.
Plan identification number 001

403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

NATIVE AMERICAN COMMUNITY HEALTH CENTER INC has sponsored the creation of one or more 401k plans.

Company Name:NATIVE AMERICAN COMMUNITY HEALTH CENTER INC
Employer identification number (EIN):942540194
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NATIVE AMERICAN COMMUNITY HEALTH CENTER INC

Jurisdiction of Incorporation: Arizona Corporation Commission
Incorporation Date:
Company Identification Number: 01177286

More information about NATIVE AMERICAN COMMUNITY HEALTH CENTER INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHARLENE WILLIAMS CHARLENE WILLIAMS2018-10-01
0012016-01-01CHARLENE WILLIAMS CHARLENE WILLIAMS2017-10-09
0012015-01-01CHARLENE WILLIAMS2016-07-07 CHARLENE WILLIAMS2016-07-07
0012014-01-01CHARLENE WILLIAMS2015-09-28 CHARLENE WILLIAMS2015-09-28
0012013-01-01CHARLENE WILLIAMS2014-07-23 CHARLENE WILLIAMS2014-07-23
0012012-01-01CHARLENE WILLIAMS2013-10-14 CHARLENE WILLIAMS2013-10-14
0012011-01-01ANNIE YAZZIE2012-10-01 ANNIE YAZZIE2012-10-01
0012010-01-01WALTER MURILLO2011-07-25 WALTER MURILLO2011-07-25

Plan Statistics for 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01251
Total number of active participants reported on line 7a of the Form 55002022-01-01164
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01116
Total of all active and inactive participants2022-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01281
Number of participants with account balances2022-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01269
Total number of active participants reported on line 7a of the Form 55002021-01-01251
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01317
Number of participants with account balances2021-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01169
Total number of active participants reported on line 7a of the Form 55002020-01-01200
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01269
Number of participants with account balances2020-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01157
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0169
Total of all active and inactive participants2019-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01169
Number of participants with account balances2019-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01147
Total number of active participants reported on line 7a of the Form 55002018-01-0188
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0169
Total of all active and inactive participants2018-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01157
Number of participants with account balances2018-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01131
Total number of active participants reported on line 7a of the Form 55002017-01-0199
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01147
Number of participants with account balances2017-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01128
Total number of active participants reported on line 7a of the Form 55002016-01-0185
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01131
Number of participants with account balances2016-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018

Financial Data on 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-768,584
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$267,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$266,620
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$635,619
Value of total assets at end of year2022-12-31$6,761,714
Value of total assets at beginning of year2022-12-31$7,797,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$781
Total interest from all sources2022-12-31$1,509
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$392,243
Participant contributions at end of year2022-12-31$108,628
Participant contributions at beginning of year2022-12-31$140,555
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,035,985
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,761,714
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,797,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,378,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,385,652
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$1,509
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$274,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$271,492
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-1,405,712
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$243,376
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$266,620
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FESTER & CHAPMAN, PLLC
Accountancy firm EIN2022-12-31821455657
2021 : 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,830,867
Total of all expenses incurred2021-12-31$250,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$249,471
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$776,346
Value of total assets at end of year2021-12-31$7,797,699
Value of total assets at beginning of year2021-12-31$6,217,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$939
Total interest from all sources2021-12-31$3,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$410,005
Participant contributions at end of year2021-12-31$140,555
Participant contributions at beginning of year2021-12-31$101,653
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$120,188
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,580,457
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,797,699
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,217,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,385,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,856,819
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$3,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$271,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$258,770
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,050,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$246,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$249,471
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
2020 : 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,589,852
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$430,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$429,666
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$633,522
Value of total assets at end of year2020-12-31$6,217,242
Value of total assets at beginning of year2020-12-31$5,057,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$558
Total interest from all sources2020-12-31$3,867
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$357,435
Participant contributions at end of year2020-12-31$101,653
Participant contributions at beginning of year2020-12-31$118,452
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$56,429
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,159,628
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,217,242
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,057,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,856,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,568,191
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$3,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$258,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$370,971
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$952,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$219,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$429,666
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FESTER & CHAPMAN, PLLC
Accountancy firm EIN2020-12-31821455657
2019 : 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,462,869
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$525,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$524,432
Expenses. Certain deemed distributions of participant loans2019-12-31$956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$575,052
Value of total assets at end of year2019-12-31$5,057,614
Value of total assets at beginning of year2019-12-31$4,120,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$530
Total interest from all sources2019-12-31$7,872
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$333,558
Participant contributions at end of year2019-12-31$118,452
Participant contributions at beginning of year2019-12-31$110,599
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$69,218
Other income not declared elsewhere2019-12-31$19
Administrative expenses (other) incurred2019-12-31$530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$936,951
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,057,614
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,120,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,568,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,720,375
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$7,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$370,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$289,689
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$879,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$172,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$524,432
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FESTER & CHAPMAN
Accountancy firm EIN2019-12-31821455657
2018 : 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$294,339
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$238,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$236,331
Expenses. Certain deemed distributions of participant loans2018-12-31$1,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$620,989
Value of total assets at end of year2018-12-31$4,120,663
Value of total assets at beginning of year2018-12-31$4,064,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$451
Total interest from all sources2018-12-31$3,852
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$359,445
Participant contributions at end of year2018-12-31$110,599
Participant contributions at beginning of year2018-12-31$109,991
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$66,858
Other income not declared elsewhere2018-12-31$239
Administrative expenses (other) incurred2018-12-31$451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$56,308
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,120,663
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,064,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,720,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,680,815
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$3,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$289,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$273,549
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-330,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$194,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$236,331
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FESTER & CHAPMAN
Accountancy firm EIN2018-12-31821455657
2017 : 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,097,605
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$230,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$230,274
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$579,694
Value of total assets at end of year2017-12-31$4,064,355
Value of total assets at beginning of year2017-12-31$3,197,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$472
Total interest from all sources2017-12-31$3,630
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$346,675
Participant contributions at end of year2017-12-31$109,991
Participant contributions at beginning of year2017-12-31$99,859
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,543
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$866,859
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,064,355
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,197,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,680,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,907,742
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$3,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$273,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$189,895
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$514,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$203,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$230,274
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FESTER & CHAPMAN
Accountancy firm EIN2017-12-31821455657
2016 : 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$847,932
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$182,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$182,174
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$600,278
Value of total assets at end of year2016-12-31$3,197,496
Value of total assets at beginning of year2016-12-31$2,532,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$502
Total interest from all sources2016-12-31$2,759
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$279,831
Participant contributions at end of year2016-12-31$99,859
Participant contributions at beginning of year2016-12-31$73,547
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$183,878
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$665,256
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,197,496
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,532,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,907,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,270,694
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$2,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$189,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$187,999
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$244,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$136,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$182,174
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FESTER & CHAPMAN
Accountancy firm EIN2016-12-31860494040

Form 5500 Responses for 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC.

2022: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF NATIVE AMERICAN COMMUNITY HEALTH CENTER, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058777
Policy instance 1
Insurance contract or identification number058777
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,675
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
Amount paid for insurance broker fees2675
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058777A
Policy instance 1
Insurance contract or identification number058777A
Number of Individuals Covered317
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,970
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 fees1970
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 number058777A
Policy instance 1
Insurance contract or identification number058777A
Number of Individuals Covered269
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,970
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 fees1970
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 number058777A
Policy instance 1
Insurance contract or identification number058777A
Number of Individuals Covered169
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $538
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 fees538
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 number058777A
Policy instance 1
Insurance contract or identification number058777A
Number of Individuals Covered157
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,679
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 fees2679
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 number058777A
Policy instance 1
Insurance contract or identification number058777A
Number of Individuals Covered147
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,911
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 fees2911
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker namePHOENIX REGIONAL OFFICE

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