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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

UNITED WAY OF GREATER NEW HAVEN, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER NEW HAVEN, INC.
Employer identification number (EIN):060646761
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-07-01JENNIFER HEATH2019-09-16
0012017-07-01JENNIFER HEATH2019-04-11
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01STEFANIE BOLES
0012011-07-01JACK HEALY
0012010-07-01STEFANIE BOLES
0012009-07-01STEFANIE BOLES
0012008-07-01STEFANIE BOLES

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC.

Measure Date Value
2018: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-0133
Total number of active participants reported on line 7a of the Form 55002018-07-010
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-010
Market value of plan assets2018-06-302,105,109
Acturial value of plan assets2018-06-302,076,543
Funding target for retired participants and beneficiaries receiving payment2018-06-301,634,537
Number of terminated vested participants2018-06-3018
Fundng target for terminated vested participants2018-06-30372,048
Active participant vested funding target2018-06-3049,910
Number of active participants2018-06-302
Total funding liabilities for active participants2018-06-3049,910
Total participant count2018-06-3031
Total funding target for all participants2018-06-302,056,495
Balance at beginning of prior year after applicable adjustments2018-06-30127,676
Prefunding balance at beginning of prior year after applicable adjustments2018-06-3022,379
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-30127,676
Amount remaining of prefunding balance2018-06-3022,379
Present value of excess contributions2018-06-3086,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3091,805
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-3050,000
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-30142,244
Balance of prefunding at beginning of current year2018-06-3074,932
Total employer contributions2018-06-3045,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3043,328
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3013,017
Net shortfall amortization installment of oustanding balance2018-06-30163,196
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30-8,792
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-3043,328
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-0132
Total number of active participants reported on line 7a of the Form 55002017-07-012
Number of retired or separated participants receiving benefits2017-07-0111
Number of other retired or separated participants entitled to future benefits2017-07-0119
Total of all active and inactive participants2017-07-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-0133
Market value of plan assets2017-06-301,937,015
Acturial value of plan assets2017-06-302,022,039
Funding target for retired participants and beneficiaries receiving payment2017-06-301,640,846
Number of terminated vested participants2017-06-3018
Fundng target for terminated vested participants2017-06-30323,718
Active participant vested funding target2017-06-3045,184
Number of active participants2017-06-302
Total funding liabilities for active participants2017-06-3045,184
Total participant count2017-06-3032
Total funding target for all participants2017-06-302,009,748
Balance at beginning of prior year after applicable adjustments2017-06-30125,950
Amount remaining of carryover balance2017-06-30125,950
Present value of excess contributions2017-06-3021,065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3022,379
Balance of carryovers at beginning of current year2017-06-30127,676
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3090,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3086,584
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3013,132
Net shortfall amortization installment of oustanding balance2017-06-30128,515
Total funding amount beforereflecting carryover/prefunding balances2017-06-30-8,677
Contributions allocatedtoward minimum required contributions for current year2017-06-3086,584
Unpaid minimum required contributions for current year2017-06-300
2016: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-0129
Total number of active participants reported on line 7a of the Form 55002016-07-012
Number of retired or separated participants receiving benefits2016-07-0110
Number of other retired or separated participants entitled to future benefits2016-07-0116
Total of all active and inactive participants2016-07-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-0129
2015: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-0129
Total number of active participants reported on line 7a of the Form 55002015-07-012
Number of retired or separated participants receiving benefits2015-07-0111
Number of other retired or separated participants entitled to future benefits2015-07-0116
Total of all active and inactive participants2015-07-0129
Total participants2015-07-0129
2014: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-0130
Total number of active participants reported on line 7a of the Form 55002014-07-012
Number of retired or separated participants receiving benefits2014-07-019
Number of other retired or separated participants entitled to future benefits2014-07-0118
Total of all active and inactive participants2014-07-0129
Total participants2014-07-0129
2013: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-0129
Total number of active participants reported on line 7a of the Form 55002013-07-013
Number of retired or separated participants receiving benefits2013-07-018
Number of other retired or separated participants entitled to future benefits2013-07-0118
Total of all active and inactive participants2013-07-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-0130
2012: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-0134
Total number of active participants reported on line 7a of the Form 55002012-07-015
Number of retired or separated participants receiving benefits2012-07-017
Number of other retired or separated participants entitled to future benefits2012-07-0117
Total of all active and inactive participants2012-07-0129
Total participants2012-07-0129
2011: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-0129
Total number of active participants reported on line 7a of the Form 55002011-07-016
Number of retired or separated participants receiving benefits2011-07-017
Number of other retired or separated participants entitled to future benefits2011-07-0121
Total of all active and inactive participants2011-07-0134
Total participants2011-07-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2010 401k membership
Total participants, beginning-of-year2010-07-0133
Total number of active participants reported on line 7a of the Form 55002010-07-017
Number of retired or separated participants receiving benefits2010-07-017
Number of other retired or separated participants entitled to future benefits2010-07-0115
Total of all active and inactive participants2010-07-0129
Total participants2010-07-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-0133
Total number of active participants reported on line 7a of the Form 55002009-07-019
Number of retired or separated participants receiving benefits2009-07-017
Number of other retired or separated participants entitled to future benefits2009-07-0117
Total of all active and inactive participants2009-07-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
2008: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2008 401k membership
Total participants, beginning-of-year2008-07-0133
Total number of active participants reported on line 7a of the Form 55002008-07-019
Number of retired or separated participants receiving benefits2008-07-016
Number of other retired or separated participants entitled to future benefits2008-07-0118
Total of all active and inactive participants2008-07-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-010

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC.

Measure Date Value
2018 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2018 401k financial data
Total income from all sources2018-11-30$255,498
Expenses. Total of all expenses incurred2018-11-30$2,407,468
Benefits paid (including direct rollovers)2018-11-30$2,404,626
Total plan assets at end of year2018-11-30$0
Total plan assets at beginning of year2018-11-30$2,151,970
Value of fidelity bond covering the plan2018-11-30$200,000
Other income received2018-11-30$3,875
Net income (gross income less expenses)2018-11-30$-2,151,970
Net plan assets at end of year (total assets less liabilities)2018-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2018-11-30$2,151,970
Total contributions received or receivable from employer(s)2018-11-30$251,623
Expenses. Administrative service providers (salaries,fees and commissions)2018-11-30$2,842
2017 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2017 401k financial data
Total income from all sources2017-06-30$306,852
Expenses. Total of all expenses incurred2017-06-30$138,758
Benefits paid (including direct rollovers)2017-06-30$126,346
Total plan assets at end of year2017-06-30$2,105,109
Total plan assets at beginning of year2017-06-30$1,937,015
Value of fidelity bond covering the plan2017-06-30$200,000
Other income received2017-06-30$216,852
Net income (gross income less expenses)2017-06-30$168,094
Net plan assets at end of year (total assets less liabilities)2017-06-30$2,105,109
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$1,937,015
Total contributions received or receivable from employer(s)2017-06-30$90,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$12,412
2016 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2016 401k financial data
Total income from all sources2016-06-30$56,989
Expenses. Total of all expenses incurred2016-06-30$131,117
Benefits paid (including direct rollovers)2016-06-30$117,453
Total plan assets at end of year2016-06-30$1,937,015
Total plan assets at beginning of year2016-06-30$2,011,143
Value of fidelity bond covering the plan2016-06-30$200,000
Other income received2016-06-30$26,989
Net income (gross income less expenses)2016-06-30$-74,128
Net plan assets at end of year (total assets less liabilities)2016-06-30$1,937,015
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,011,143
Total contributions received or receivable from employer(s)2016-06-30$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$13,664
2015 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2015 401k financial data
Total income from all sources2015-06-30$133,849
Expenses. Total of all expenses incurred2015-06-30$114,823
Benefits paid (including direct rollovers)2015-06-30$101,775
Total plan assets at end of year2015-06-30$2,011,143
Total plan assets at beginning of year2015-06-30$1,992,117
Value of fidelity bond covering the plan2015-06-30$200,000
Other income received2015-06-30$73,849
Net income (gross income less expenses)2015-06-30$19,026
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,011,143
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,992,117
Total contributions received or receivable from employer(s)2015-06-30$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$13,048
2014 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2014 401k financial data
Total income from all sources2014-06-30$342,332
Expenses. Total of all expenses incurred2014-06-30$109,111
Benefits paid (including direct rollovers)2014-06-30$90,603
Total plan assets at end of year2014-06-30$1,992,117
Total plan assets at beginning of year2014-06-30$1,758,896
Value of fidelity bond covering the plan2014-06-30$200,000
Other income received2014-06-30$282,332
Net income (gross income less expenses)2014-06-30$233,221
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,992,117
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,758,896
Total contributions received or receivable from employer(s)2014-06-30$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$18,508
2013 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2013 401k financial data
Total income from all sources2013-06-30$244,276
Expenses. Total of all expenses incurred2013-06-30$99,213
Benefits paid (including direct rollovers)2013-06-30$86,185
Total plan assets at end of year2013-06-30$1,758,896
Total plan assets at beginning of year2013-06-30$1,613,833
Value of fidelity bond covering the plan2013-06-30$200,000
Other income received2013-06-30$184,276
Net income (gross income less expenses)2013-06-30$145,063
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,758,896
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,613,833
Total contributions received or receivable from employer(s)2013-06-30$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$13,028
2012 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2012 401k financial data
Total income from all sources2012-06-30$80,800
Expenses. Total of all expenses incurred2012-06-30$96,967
Benefits paid (including direct rollovers)2012-06-30$83,915
Total plan assets at end of year2012-06-30$1,613,833
Total plan assets at beginning of year2012-06-30$1,630,000
Value of fidelity bond covering the plan2012-06-30$200,000
Other income received2012-06-30$20,800
Net income (gross income less expenses)2012-06-30$-16,167
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,613,833
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,630,000
Total contributions received or receivable from employer(s)2012-06-30$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$13,052
2011 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2011 401k financial data
Total income from all sources2011-06-30$335,742
Expenses. Total of all expenses incurred2011-06-30$96,622
Benefits paid (including direct rollovers)2011-06-30$82,846
Total plan assets at end of year2011-06-30$1,630,000
Total plan assets at beginning of year2011-06-30$1,390,880
Value of fidelity bond covering the plan2011-06-30$200,000
Other income received2011-06-30$277,742
Net income (gross income less expenses)2011-06-30$239,120
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,630,000
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,390,880
Total contributions received or receivable from employer(s)2011-06-30$58,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$13,776

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC.

2018: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01This submission is the final filingYes
2018-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes
2008: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053319-A
Policy instance 1
Insurance contract or identification number053319-A
Number of Individuals Covered33
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 $68
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053319-A
Policy instance 1
Insurance contract or identification number053319-A
Number of Individuals Covered29
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $48
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees48
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053319-A
Policy instance 1
Insurance contract or identification number053319-A
Number of Individuals Covered29
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $70
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees70
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053319-A
Policy instance 1
Insurance contract or identification number053319-A
Number of Individuals Covered30
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $179
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees179
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053319-A
Policy instance 1
Insurance contract or identification number053319-A
Number of Individuals Covered29
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $67
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees27
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER MCGLYNN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053319-A
Policy instance 1
Insurance contract or identification number053319-A
Number of Individuals Covered34
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $182
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053319-A
Policy instance 1
Insurance contract or identification number053319-A
Number of Individuals Covered29
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $125
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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