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EMPLOYEE BENEFIT PLAN OF WEST BAY RESIDENTIAL SERVICES, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF WEST BAY RESIDENTIAL SERVICES, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF WEST BAY RESIDENTIAL SERVICES, INC. Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    WEST BAY RESIDENTIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

    Company Name:WEST BAY RESIDENTIAL SERVICES, INC.
    Employer identification number (EIN):050395035
    NAIC Classification:531390
    NAIC Description:Other Activities Related to Real Estate

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF WEST BAY RESIDENTIAL SERVICES, INC.

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0012019-07-01
    0012018-07-01
    0012017-07-01
    0012017-07-01
    0012016-07-01BRENDA HILL BRENDA HILL2018-04-16
    0012015-07-01BRENDA HILL
    0012014-07-01BRENDA HILL
    0012013-07-01BRENDA HILL
    0012012-07-01BRENDA HILL
    0012011-07-01JOHN DIMARCO
    0012009-07-01JOHN DIMARCO JOHN DIMARCO2011-04-11

    Plan Statistics for EMPLOYEE BENEFIT PLAN OF WEST BAY RESIDENTIAL SERVICES, INC.

    401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF WEST BAY RESIDENTIAL SERVICES, INC.

    Measure Date Value
    2019
    Total participants, beginning-of-year2019-07-01457
    Total number of active participants reported on line 7a of the Form 55002019-07-01129
    Number of retired or separated participants receiving benefits2019-07-010
    Number of other retired or separated participants entitled to future benefits2019-07-0156
    Total of all active and inactive participants2019-07-01185
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
    Total participants2019-07-01185
    Number of participants with account balances2019-07-01179
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-014
    2018
    Total participants, beginning-of-year2018-07-01504
    Total number of active participants reported on line 7a of the Form 55002018-07-01402
    Number of retired or separated participants receiving benefits2018-07-010
    Number of other retired or separated participants entitled to future benefits2018-07-0155
    Total of all active and inactive participants2018-07-01457
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
    Total participants2018-07-01457
    Number of participants with account balances2018-07-01177
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-011
    2017
    Total participants, beginning-of-year2017-07-01172
    Total number of active participants reported on line 7a of the Form 55002017-07-01459
    Number of retired or separated participants receiving benefits2017-07-010
    Number of other retired or separated participants entitled to future benefits2017-07-0145
    Total of all active and inactive participants2017-07-01504
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
    Total participants2017-07-01504
    Number of participants with account balances2017-07-01167
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
    2016
    Total participants, beginning-of-year2016-07-01168
    Total number of active participants reported on line 7a of the Form 55002016-07-01130
    Number of retired or separated participants receiving benefits2016-07-010
    Number of other retired or separated participants entitled to future benefits2016-07-0142
    Total of all active and inactive participants2016-07-01172
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
    Total participants2016-07-01172
    Number of participants with account balances2016-07-01171
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-014
    2015
    Total participants, beginning-of-year2015-07-010
    Total number of active participants reported on line 7a of the Form 55002015-07-01130
    Number of retired or separated participants receiving benefits2015-07-010
    Number of other retired or separated participants entitled to future benefits2015-07-0138
    Total of all active and inactive participants2015-07-01168
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
    Total participants2015-07-01168
    Number of participants with account balances2015-07-01168
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0111
    2014
    Total participants, beginning-of-year2014-07-01293
    Total number of active participants reported on line 7a of the Form 55002014-07-01222
    Number of retired or separated participants receiving benefits2014-07-010
    Number of other retired or separated participants entitled to future benefits2014-07-0146
    Total of all active and inactive participants2014-07-01268
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
    Total participants2014-07-01268
    Number of participants with account balances2014-07-01168
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
    2013
    Total participants, beginning-of-year2013-07-01290
    Total number of active participants reported on line 7a of the Form 55002013-07-01225
    Number of retired or separated participants receiving benefits2013-07-010
    Number of other retired or separated participants entitled to future benefits2013-07-0145
    Total of all active and inactive participants2013-07-01270
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
    Total participants2013-07-01270
    Number of participants with account balances2013-07-01168
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
    2012
    Total participants, beginning-of-year2012-07-01294
    Total number of active participants reported on line 7a of the Form 55002012-07-01231
    Number of retired or separated participants receiving benefits2012-07-010
    Number of other retired or separated participants entitled to future benefits2012-07-0139
    Total of all active and inactive participants2012-07-01270
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
    Total participants2012-07-01270
    Number of participants with account balances2012-07-01167
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
    2011
    Total participants, beginning-of-year2011-07-01302
    Total number of active participants reported on line 7a of the Form 55002011-07-01240
    Number of retired or separated participants receiving benefits2011-07-010
    Number of other retired or separated participants entitled to future benefits2011-07-0139
    Total of all active and inactive participants2011-07-01279
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
    Total participants2011-07-01279
    Number of participants with account balances2011-07-01175
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
    2009
    Total participants, beginning-of-year2009-07-01290
    Total number of active participants reported on line 7a of the Form 55002009-07-01257
    Number of retired or separated participants receiving benefits2009-07-010
    Number of other retired or separated participants entitled to future benefits2009-07-0124
    Total of all active and inactive participants2009-07-01281
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
    Total participants2009-07-01281
    Number of participants with account balances2009-07-01177
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

    Financial Data on EMPLOYEE BENEFIT PLAN OF WEST BAY RESIDENTIAL SERVICES, INC.

    Measure Date Value
    2021
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
    2020
    Total unrealized appreciation/depreciation of assets2020-06-30$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$715
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,172
    Total income from all sources (including contributions)2020-06-30$724,935
    Total loss/gain on sale of assets2020-06-30$0
    Total of all expenses incurred2020-06-30$235,016
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$208,717
    Expenses. Certain deemed distributions of participant loans2020-06-30$24,552
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$448,860
    Value of total assets at end of year2020-06-30$8,600,028
    Value of total assets at beginning of year2020-06-30$8,110,566
    Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,747
    Total interest from all sources2020-06-30$15,597
    Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
    Was this plan covered by a fidelity bond2020-06-30Yes
    Value of fidelity bond cover2020-06-30$500,000
    If this is an individual account plan, was there a blackout period2020-06-30No
    Were there any nonexempt tranactions with any party-in-interest2020-06-30No
    Contributions received from participants2020-06-30$334,867
    Participant contributions at end of year2020-06-30$175,283
    Participant contributions at beginning of year2020-06-30$238,269
    Participant contributions at beginning of year2020-06-30$12,004
    Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$54,770
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$1,551
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$715
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$1,172
    Other income not declared elsewhere2020-06-30$0
    Administrative expenses (other) incurred2020-06-30$1,747
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
    Value of net income/loss2020-06-30$489,919
    Value of net assets at end of year (total assets less liabilities)2020-06-30$8,599,313
    Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,109,394
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
    Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
    Were any leases to which the plan was party in default or uncollectible2020-06-30No
    Value of interest in pooled separate accounts at end of year2020-06-30$7,905,670
    Value of interest in pooled separate accounts at beginning of year2020-06-30$7,506,801
    Interest on participant loans2020-06-30$10,178
    Interest earned on other investments2020-06-30$5,419
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$519,075
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$349,890
    Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
    Net investment gain/loss from pooled separate accounts2020-06-30$260,478
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
    Was there a failure to transmit to the plan any participant contributions2020-06-30No
    Has the plan failed to provide any benefit when due under the plan2020-06-30No
    Contributions received in cash from employer2020-06-30$59,223
    Employer contributions (assets) at beginning of year2020-06-30$2,051
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$208,717
    Did the plan have assets held for investment2020-06-30Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
    Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
    Accountancy firm name2020-06-30MARCUM, LLC
    Accountancy firm EIN2020-06-30111986323
    2019
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
    2018
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
    2017
    Total unrealized appreciation/depreciation of assets2017-06-30$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,153
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$556
    Total income from all sources (including contributions)2017-06-30$1,068,289
    Total loss/gain on sale of assets2017-06-30$0
    Total of all expenses incurred2017-06-30$349,053
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$335,875
    Expenses. Certain deemed distributions of participant loans2017-06-30$11,524
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$355,696
    Value of total assets at end of year2017-06-30$6,555,588
    Value of total assets at beginning of year2017-06-30$5,835,755
    Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,654
    Total interest from all sources2017-06-30$12,510
    Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
    Was this plan covered by a fidelity bond2017-06-30Yes
    Value of fidelity bond cover2017-06-30$500,000
    If this is an individual account plan, was there a blackout period2017-06-30No
    Were there any nonexempt tranactions with any party-in-interest2017-06-30No
    Contributions received from participants2017-06-30$300,854
    Participant contributions at end of year2017-06-30$236,818
    Participant contributions at beginning of year2017-06-30$232,232
    Participant contributions at end of year2017-06-30$11,022
    Participant contributions at beginning of year2017-06-30$10,542
    Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$3,157
    Other income not declared elsewhere2017-06-30$0
    Administrative expenses (other) incurred2017-06-30$1,654
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
    Value of net income/loss2017-06-30$719,236
    Value of net assets at end of year (total assets less liabilities)2017-06-30$6,554,435
    Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,835,199
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
    Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
    Were any leases to which the plan was party in default or uncollectible2017-06-30No
    Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,873,977
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,188,540
    Interest on participant loans2017-06-30$8,361
    Interest earned on other investments2017-06-30$4,149
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$431,840
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$402,676
    Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
    Net investment gain/loss from pooled separate accounts2017-06-30$700,083
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
    Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
    Has the plan failed to provide any benefit when due under the plan2017-06-30No
    Contributions received in cash from employer2017-06-30$51,685
    Employer contributions (assets) at end of year2017-06-30$1,931
    Employer contributions (assets) at beginning of year2017-06-30$1,765
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$335,875
    Did the plan have assets held for investment2017-06-30Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
    Liabilities. Value of acquisition indebtedness at end of year2017-06-30$1,153
    Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$556
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
    Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
    Accountancy firm name2017-06-30AARONSON LAVOIE STREITFELD DIAZ
    Accountancy firm EIN2017-06-30050495839
    2016
    Total unrealized appreciation/depreciation of assets2016-06-30$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$556
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$783
    Total income from all sources (including contributions)2016-06-30$611,537
    Total loss/gain on sale of assets2016-06-30$0
    Total of all expenses incurred2016-06-30$753,930
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$724,384
    Expenses. Certain deemed distributions of participant loans2016-06-30$22,489
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$445,163
    Value of total assets at end of year2016-06-30$5,835,755
    Value of total assets at beginning of year2016-06-30$5,978,375
    Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$7,057
    Total interest from all sources2016-06-30$15,957
    Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
    Was this plan covered by a fidelity bond2016-06-30Yes
    Value of fidelity bond cover2016-06-30$50,000
    If this is an individual account plan, was there a blackout period2016-06-30No
    Were there any nonexempt tranactions with any party-in-interest2016-06-30No
    Contributions received from participants2016-06-30$298,008
    Participant contributions at end of year2016-06-30$232,232
    Participant contributions at beginning of year2016-06-30$212,317
    Participant contributions at end of year2016-06-30$10,542
    Participant contributions at beginning of year2016-06-30$9,743
    Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$96,979
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$556
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$783
    Other income not declared elsewhere2016-06-30$0
    Administrative expenses (other) incurred2016-06-30$7,057
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
    Value of net income/loss2016-06-30$-142,393
    Value of net assets at end of year (total assets less liabilities)2016-06-30$5,835,199
    Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,977,592
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
    Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
    Were any leases to which the plan was party in default or uncollectible2016-06-30No
    Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,188,540
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$0
    Value of interest in pooled separate accounts at beginning of year2016-06-30$4,056,912
    Interest on participant loans2016-06-30$8,385
    Interest earned on other investments2016-06-30$7,572
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$402,676
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,697,710
    Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
    Net investment gain/loss from pooled separate accounts2016-06-30$150,417
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
    Was there a failure to transmit to the plan any participant contributions2016-06-30No
    Has the plan failed to provide any benefit when due under the plan2016-06-30No
    Contributions received in cash from employer2016-06-30$50,176
    Employer contributions (assets) at end of year2016-06-30$1,765
    Employer contributions (assets) at beginning of year2016-06-30$1,693
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$724,384
    Did the plan have assets held for investment2016-06-30Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
    Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
    Accountancy firm name2016-06-30AARONSON LAVOIE STREITFELD DIAZ
    Accountancy firm EIN2016-06-30050495839
    2015
    Total unrealized appreciation/depreciation of assets2015-06-30$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$783
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$663
    Total income from all sources (including contributions)2015-06-30$592,734
    Total loss/gain on sale of assets2015-06-30$0
    Total of all expenses incurred2015-06-30$357,823
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$335,489
    Expenses. Certain deemed distributions of participant loans2015-06-30$3,794
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$291,267
    Value of total assets at end of year2015-06-30$5,978,375
    Value of total assets at beginning of year2015-06-30$5,743,344
    Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$18,540
    Total interest from all sources2015-06-30$48,319
    Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
    Was this plan covered by a fidelity bond2015-06-30Yes
    Value of fidelity bond cover2015-06-30$500,000
    If this is an individual account plan, was there a blackout period2015-06-30No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
    Were there any nonexempt tranactions with any party-in-interest2015-06-30No
    Contributions received from participants2015-06-30$251,453
    Participant contributions at end of year2015-06-30$212,317
    Participant contributions at beginning of year2015-06-30$250,713
    Participant contributions at end of year2015-06-30$9,743
    Participant contributions at beginning of year2015-06-30$9,203
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$783
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$663
    Administrative expenses (other) incurred2015-06-30$18,540
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
    Value of net income/loss2015-06-30$234,911
    Value of net assets at end of year (total assets less liabilities)2015-06-30$5,977,592
    Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,742,681
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
    Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
    Were any leases to which the plan was party in default or uncollectible2015-06-30No
    Value of interest in pooled separate accounts at end of year2015-06-30$4,056,912
    Value of interest in pooled separate accounts at beginning of year2015-06-30$4,028,294
    Interest on participant loans2015-06-30$9,120
    Interest earned on other investments2015-06-30$39,199
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,697,710
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,453,644
    Net investment gain/loss from pooled separate accounts2015-06-30$253,148
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
    Was there a failure to transmit to the plan any participant contributions2015-06-30No
    Has the plan failed to provide any benefit when due under the plan2015-06-30No
    Contributions received in cash from employer2015-06-30$39,814
    Employer contributions (assets) at end of year2015-06-30$1,693
    Employer contributions (assets) at beginning of year2015-06-30$1,490
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$335,489
    Did the plan have assets held for investment2015-06-30Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
    Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
    Accountancy firm name2015-06-30AARONSON LAVOIE STREITFELD DIAZ
    Accountancy firm EIN2015-06-30050495839
    2014
    Total unrealized appreciation/depreciation of assets2014-06-30$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$663
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$458
    Total income from all sources (including contributions)2014-06-30$1,036,170
    Total loss/gain on sale of assets2014-06-30$0
    Total of all expenses incurred2014-06-30$550,877
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$526,021
    Expenses. Certain deemed distributions of participant loans2014-06-30$6,217
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$280,108
    Value of total assets at end of year2014-06-30$5,743,344
    Value of total assets at beginning of year2014-06-30$5,257,846
    Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$18,639
    Total interest from all sources2014-06-30$44,413
    Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
    Was this plan covered by a fidelity bond2014-06-30Yes
    Value of fidelity bond cover2014-06-30$500,000
    If this is an individual account plan, was there a blackout period2014-06-30No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
    Were there any nonexempt tranactions with any party-in-interest2014-06-30No
    Contributions received from participants2014-06-30$247,192
    Participant contributions at end of year2014-06-30$250,713
    Participant contributions at beginning of year2014-06-30$152,743
    Participant contributions at end of year2014-06-30$9,203
    Participant contributions at beginning of year2014-06-30$9,065
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$663
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$458
    Administrative expenses (other) incurred2014-06-30$18,639
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
    Value of net income/loss2014-06-30$485,293
    Value of net assets at end of year (total assets less liabilities)2014-06-30$5,742,681
    Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,257,388
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
    Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
    Were any leases to which the plan was party in default or uncollectible2014-06-30No
    Value of interest in pooled separate accounts at end of year2014-06-30$4,028,294
    Value of interest in pooled separate accounts at beginning of year2014-06-30$3,600,884
    Interest on participant loans2014-06-30$7,554
    Interest earned on other investments2014-06-30$36,859
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,453,644
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,493,758
    Net investment gain/loss from pooled separate accounts2014-06-30$711,649
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
    Was there a failure to transmit to the plan any participant contributions2014-06-30No
    Has the plan failed to provide any benefit when due under the plan2014-06-30No
    Contributions received in cash from employer2014-06-30$32,916
    Employer contributions (assets) at end of year2014-06-30$1,490
    Employer contributions (assets) at beginning of year2014-06-30$1,396
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$526,021
    Did the plan have assets held for investment2014-06-30Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
    Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
    Accountancy firm name2014-06-30AARONSON LAVOIE STREITFELD DIAZ
    Accountancy firm EIN2014-06-30050495839
    2013
    Total unrealized appreciation/depreciation of assets2013-06-30$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$458
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,780
    Total income from all sources (including contributions)2013-06-30$861,911
    Total loss/gain on sale of assets2013-06-30$0
    Total of all expenses incurred2013-06-30$579,577
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$549,130
    Expenses. Certain deemed distributions of participant loans2013-06-30$13,485
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$300,205
    Value of total assets at end of year2013-06-30$5,257,846
    Value of total assets at beginning of year2013-06-30$4,976,834
    Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$16,962
    Total interest from all sources2013-06-30$46,011
    Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
    Was this plan covered by a fidelity bond2013-06-30Yes
    Value of fidelity bond cover2013-06-30$500,000
    If this is an individual account plan, was there a blackout period2013-06-30No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
    Were there any nonexempt tranactions with any party-in-interest2013-06-30No
    Contributions received from participants2013-06-30$261,156
    Participant contributions at end of year2013-06-30$152,743
    Participant contributions at beginning of year2013-06-30$219,459
    Participant contributions at end of year2013-06-30$9,065
    Participant contributions at beginning of year2013-06-30$0
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$458
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$1,780
    Administrative expenses (other) incurred2013-06-30$16,962
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
    Value of net income/loss2013-06-30$282,334
    Value of net assets at end of year (total assets less liabilities)2013-06-30$5,257,388
    Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,975,054
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
    Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
    Were any leases to which the plan was party in default or uncollectible2013-06-30No
    Value of interest in pooled separate accounts at end of year2013-06-30$3,600,884
    Value of interest in pooled separate accounts at beginning of year2013-06-30$3,152,081
    Interest on participant loans2013-06-30$7,362
    Interest earned on other investments2013-06-30$38,649
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,493,758
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,605,294
    Net investment gain/loss from pooled separate accounts2013-06-30$515,695
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
    Was there a failure to transmit to the plan any participant contributions2013-06-30No
    Has the plan failed to provide any benefit when due under the plan2013-06-30No
    Contributions received in cash from employer2013-06-30$39,049
    Employer contributions (assets) at end of year2013-06-30$1,396
    Employer contributions (assets) at beginning of year2013-06-30$0
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$549,130
    Did the plan have assets held for investment2013-06-30Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
    Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
    Accountancy firm name2013-06-30AARONSON LAVOIE STREITFELD DIAZ
    Accountancy firm EIN2013-06-30050495839
    2012
    Total unrealized appreciation/depreciation of assets2012-06-30$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,780
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$2,064
    Total income from all sources (including contributions)2012-06-30$212,941
    Total loss/gain on sale of assets2012-06-30$0
    Total of all expenses incurred2012-06-30$341,663
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$295,345
    Expenses. Certain deemed distributions of participant loans2012-06-30$32,292
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$297,759
    Value of total assets at end of year2012-06-30$4,976,834
    Value of total assets at beginning of year2012-06-30$5,105,840
    Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$14,026
    Total interest from all sources2012-06-30$12,106
    Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
    Was this plan covered by a fidelity bond2012-06-30Yes
    Value of fidelity bond cover2012-06-30$500,000
    If this is an individual account plan, was there a blackout period2012-06-30No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
    Were there any nonexempt tranactions with any party-in-interest2012-06-30No
    Contributions received from participants2012-06-30$258,382
    Participant contributions at end of year2012-06-30$219,459
    Participant contributions at beginning of year2012-06-30$306,624
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$1,780
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$2,064
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
    Value of net income/loss2012-06-30$-128,722
    Value of net assets at end of year (total assets less liabilities)2012-06-30$4,975,054
    Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,103,776
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
    Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
    Were any leases to which the plan was party in default or uncollectible2012-06-30No
    Investment advisory and management fees2012-06-30$14,026
    Value of interest in pooled separate accounts at end of year2012-06-30$3,152,081
    Value of interest in pooled separate accounts at beginning of year2012-06-30$3,204,631
    Interest on participant loans2012-06-30$12,106
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,605,294
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,594,585
    Net investment gain/loss from pooled separate accounts2012-06-30$-96,924
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
    Was there a failure to transmit to the plan any participant contributions2012-06-30No
    Has the plan failed to provide any benefit when due under the plan2012-06-30No
    Contributions received in cash from employer2012-06-30$39,377
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$295,345
    Did the plan have assets held for investment2012-06-30Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
    Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
    Accountancy firm name2012-06-30AARONSON LAVOIE STREITFELD DIAZ
    Accountancy firm EIN2012-06-30050495839
    2011
    Total unrealized appreciation/depreciation of assets2011-06-30$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$2,064
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$572
    Total income from all sources (including contributions)2011-06-30$1,100,891
    Total loss/gain on sale of assets2011-06-30$0
    Total of all expenses incurred2011-06-30$286,614
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$284,303
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$367,404
    Value of total assets at end of year2011-06-30$5,105,840
    Value of total assets at beginning of year2011-06-30$4,290,071
    Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,311
    Total interest from all sources2011-06-30$49,890
    Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
    Was this plan covered by a fidelity bond2011-06-30Yes
    Value of fidelity bond cover2011-06-30$500,000
    If this is an individual account plan, was there a blackout period2011-06-30No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
    Were there any nonexempt tranactions with any party-in-interest2011-06-30No
    Contributions received from participants2011-06-30$283,204
    Participant contributions at end of year2011-06-30$306,624
    Participant contributions at beginning of year2011-06-30$323,768
    Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$2,064
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$572
    Administrative expenses (other) incurred2011-06-30$2,311
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
    Value of net income/loss2011-06-30$814,277
    Value of net assets at end of year (total assets less liabilities)2011-06-30$5,103,776
    Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,289,499
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
    Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
    Were any leases to which the plan was party in default or uncollectible2011-06-30No
    Value of interest in pooled separate accounts at end of year2011-06-30$3,204,631
    Value of interest in pooled separate accounts at beginning of year2011-06-30$2,535,740
    Interest on participant loans2011-06-30$12,900
    Interest earned on other investments2011-06-30$36,990
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,594,585
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,430,563
    Net investment gain/loss from pooled separate accounts2011-06-30$683,597
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
    Was there a failure to transmit to the plan any participant contributions2011-06-30No
    Has the plan failed to provide any benefit when due under the plan2011-06-30No
    Contributions received in cash from employer2011-06-30$84,200
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$284,303
    Did the plan have assets held for investment2011-06-30Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
    Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
    Accountancy firm name2011-06-30AARONSON LAVOIE STREITFELD DIAZ
    Accountancy firm EIN2011-06-30050495839
    2010
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

    Form 5500 Responses

    2019
    2019-07-01Type of plan entitySingle employer plan
    2019-07-01Submission has been amendedNo
    2019-07-01This submission is the final filingNo
    2019-07-01This return/report is a short plan year return/report (less than 12 months)No
    2019-07-01Plan is a collectively bargained planNo
    2019-07-01Plan funding arrangement – InsuranceYes
    2019-07-01Plan benefit arrangement – InsuranceYes
    2018
    2018-07-01Type of plan entitySingle employer plan
    2018-07-01Submission has been amendedNo
    2018-07-01This submission is the final filingNo
    2018-07-01This return/report is a short plan year return/report (less than 12 months)No
    2018-07-01Plan is a collectively bargained planNo
    2018-07-01Plan funding arrangement – InsuranceYes
    2018-07-01Plan benefit arrangement – InsuranceYes
    2017
    2017-07-01Type of plan entitySingle employer plan
    2017-07-01Submission has been amendedYes
    2017-07-01This submission is the final filingNo
    2017-07-01This return/report is a short plan year return/report (less than 12 months)No
    2017-07-01Plan is a collectively bargained planNo
    2017-07-01Plan funding arrangement – InsuranceYes
    2017-07-01Plan benefit arrangement – InsuranceYes
    2016
    2016-07-01Type of plan entitySingle employer plan
    2016-07-01Submission has been amendedNo
    2016-07-01This submission is the final filingNo
    2016-07-01This return/report is a short plan year return/report (less than 12 months)No
    2016-07-01Plan is a collectively bargained planNo
    2016-07-01Plan funding arrangement – InsuranceYes
    2016-07-01Plan funding arrangement – TrustYes
    2016-07-01Plan benefit arrangement – InsuranceYes
    2015
    2015-07-01Type of plan entitySingle employer plan
    2015-07-01Submission has been amendedNo
    2015-07-01This submission is the final filingNo
    2015-07-01This return/report is a short plan year return/report (less than 12 months)No
    2015-07-01Plan is a collectively bargained planNo
    2015-07-01Plan funding arrangement – InsuranceYes
    2015-07-01Plan funding arrangement – TrustYes
    2015-07-01Plan benefit arrangement – InsuranceYes
    2014
    2014-07-01Type of plan entitySingle employer plan
    2014-07-01Submission has been amendedNo
    2014-07-01This submission is the final filingNo
    2014-07-01This return/report is a short plan year return/report (less than 12 months)No
    2014-07-01Plan is a collectively bargained planNo
    2014-07-01Plan funding arrangement – InsuranceYes
    2014-07-01Plan funding arrangement – TrustYes
    2014-07-01Plan benefit arrangement – InsuranceYes
    2014-07-01Plan benefit arrangement - TrustYes
    2013
    2013-07-01Type of plan entitySingle employer plan
    2013-07-01Submission has been amendedNo
    2013-07-01This submission is the final filingNo
    2013-07-01This return/report is a short plan year return/report (less than 12 months)No
    2013-07-01Plan is a collectively bargained planNo
    2013-07-01Plan funding arrangement – InsuranceYes
    2013-07-01Plan funding arrangement – TrustYes
    2013-07-01Plan benefit arrangement – InsuranceYes
    2013-07-01Plan benefit arrangement - TrustYes
    2012
    2012-07-01Type of plan entitySingle employer plan
    2012-07-01Submission has been amendedNo
    2012-07-01This submission is the final filingNo
    2012-07-01This return/report is a short plan year return/report (less than 12 months)No
    2012-07-01Plan is a collectively bargained planNo
    2012-07-01Plan funding arrangement – InsuranceYes
    2012-07-01Plan funding arrangement – TrustYes
    2012-07-01Plan benefit arrangement – InsuranceYes
    2012-07-01Plan benefit arrangement - TrustYes
    2011
    2011-07-01Type of plan entitySingle employer plan
    2011-07-01Submission has been amendedNo
    2011-07-01This submission is the final filingNo
    2011-07-01This return/report is a short plan year return/report (less than 12 months)No
    2011-07-01Plan is a collectively bargained planNo
    2011-07-01Plan funding arrangement – InsuranceYes
    2011-07-01Plan funding arrangement – TrustYes
    2011-07-01Plan benefit arrangement – InsuranceYes
    2011-07-01Plan benefit arrangement - TrustYes
    2009
    2009-07-01Type of plan entitySingle employer plan
    2009-07-01Submission has been amendedNo
    2009-07-01This submission is the final filingNo
    2009-07-01This return/report is a short plan year return/report (less than 12 months)No
    2009-07-01Plan is a collectively bargained planNo
    2009-07-01Plan funding arrangement – InsuranceYes
    2009-07-01Plan funding arrangement – TrustYes
    2009-07-01Plan benefit arrangement – InsuranceYes
    2009-07-01Plan 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 number059693K
    Policy instance 1
    Insurance contract or identification number059693K
    Number of Individuals Covered185
    Insurance policy start date2019-07-01
    Insurance policy end date2020-06-30
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $1,975
    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 fees1975
    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 number059693K
    Policy instance 1
    Insurance contract or identification number059693K
    Number of Individuals Covered178
    Insurance policy start date2018-07-01
    Insurance policy end date2019-06-30
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $1,709
    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 fees1709
    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 number059693K
    Policy instance 1
    Insurance contract or identification number059693K
    Number of Individuals Covered175
    Insurance policy start date2017-07-01
    Insurance policy end date2018-06-30
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $885
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration1
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
    Policy contract number059693K
    Policy instance 1
    Insurance contract or identification number059693K
    Number of Individuals Covered168
    Insurance policy start date2015-10-01
    Insurance policy end date2016-06-30
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration1
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: )
    Policy contract number648449
    Policy instance 1
    Insurance contract or identification number648449
    Number of Individuals Covered168
    Insurance policy start date2014-07-01
    Insurance policy end date2015-06-30
    Total amount of commissions paid to insurance brokerUSD $11,897
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    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?Yes
    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 $11,897
    Insurance broker organization code?3
    Insurance broker nameCARROLL, CHFC, CLU JAMES
    AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: )
    Policy contract number648449
    Policy instance 1
    Insurance contract or identification number648449
    Number of Individuals Covered168
    Insurance policy start date2013-07-01
    Insurance policy end date2014-06-30
    Total amount of commissions paid to insurance brokerUSD $11,209
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    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?Yes
    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 $11,209
    Insurance broker organization code?3
    Insurance broker nameCARROLL, CHPC, CLU JAMES
    AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: )
    Policy contract number648449
    Policy instance 1
    Insurance contract or identification number648449
    Number of Individuals Covered167
    Insurance policy start date2012-07-01
    Insurance policy end date2013-06-30
    Total amount of commissions paid to insurance brokerUSD $10,504
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    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?Yes
    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 $10,504
    Insurance broker organization code?3
    Insurance broker nameCARROLL, CHPC, CLU JAMES
    AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: )
    Policy contract number648449
    Policy instance 2
    Insurance contract or identification number648449
    Number of Individuals Covered175
    Insurance policy start date2011-07-01
    Insurance policy end date2012-06-30
    Total amount of commissions paid to insurance brokerUSD $7,682
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    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?Yes
    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
    AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: )
    Policy contract number91662716
    Policy instance 1
    Insurance contract or identification number91662716
    Number of Individuals Covered0
    Insurance policy start date2011-07-01
    Insurance policy end date2011-08-10
    Total amount of commissions paid to insurance brokerUSD $1,662
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    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?Yes
    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
    AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: )
    Policy contract number91662716
    Policy instance 1
    Insurance contract or identification number91662716
    Number of Individuals Covered181
    Insurance policy start date2010-07-01
    Insurance policy end date2011-06-30
    Total amount of commissions paid to insurance brokerUSD $9,452
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    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?Yes
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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