401k Plan data: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. plan

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 401k Plan overview

Plan Name	DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC.
Plan identification number	001

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Target benefit plan Money purchase (other than target benefit) Profit-sharing Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

THE PUERTO RICAN FAMILY INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: THE PUERTO RICAN FAMILY INSTITUTE

Employer identification number (EIN): 136167177

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE PUERTO RICAN FAMILY INSTITUTE

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1962-05-03

Company Identification Number: 147351

Legal Registered Office Address: 116 WEST 14TH STREET
New York
NEW YORK
United States of America (USA)
10011

More information about THE PUERTO RICAN FAMILY INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 CHARLIE UGARTE CHARLIE UGARTE 2016-10-17
001 2014-01-01 CHARLIE UGARTE CHARLIE UGARTE 2015-10-15
001 2013-01-01 CHARLIE UGARTE CHARLIE UGARTE 2014-10-10
001 2012-01-01 CHARLIE UGARTE CHARLIE UGARTE 2013-10-14
001 2011-01-01 CHARLIE UGARTE
001 2010-01-01 CHARLIE UGARTE
001 2009-01-01 KARL CINA
001 2009-01-01 KARL CINA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	CHARLIE UGARTE	CHARLIE UGARTE	2016-10-17
001	2014-01-01	CHARLIE UGARTE	CHARLIE UGARTE	2015-10-15
001	2013-01-01	CHARLIE UGARTE	CHARLIE UGARTE	2014-10-10
001	2012-01-01	CHARLIE UGARTE	CHARLIE UGARTE	2013-10-14
001	2011-01-01	CHARLIE UGARTE
001	2010-01-01	CHARLIE UGARTE
001	2009-01-01	KARL CINA
001	2009-01-01	KARL CINA

Plan Statistics for DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC.

401k plan membership statisitcs for DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC.

Measure Date Value
2015: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 136
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 126
Total of all active and inactive participants 2015-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 265
Number of participants with account balances 2015-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 154
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 98
Total of all active and inactive participants 2014-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 253
Number of participants with account balances 2014-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 174
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 92
Total of all active and inactive participants 2013-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 266
Number of participants with account balances 2013-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 303
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 197
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 69
Total of all active and inactive participants 2012-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 266
Number of participants with account balances 2012-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 223
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 78
Total of all active and inactive participants 2011-01-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 303
Number of participants with account balances 2011-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 372
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 284
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 62
Total of all active and inactive participants 2010-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 346
Number of participants with account balances 2010-01-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 368
Number of retired or separated participants receiving benefits 2009-01-01 319
Number of other retired or separated participants entitled to future benefits 2009-01-01 49
Total of all active and inactive participants 2009-01-01 736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 736
Number of participants with account balances 2009-01-01 368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2015: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	136
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	126
Total of all active and inactive participants	2015-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	265
Number of participants with account balances	2015-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	154
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	98
Total of all active and inactive participants	2014-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	253
Number of participants with account balances	2014-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	174
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	92
Total of all active and inactive participants	2013-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	266
Number of participants with account balances	2013-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	303
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	197
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	69
Total of all active and inactive participants	2012-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	266
Number of participants with account balances	2012-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	223
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	78
Total of all active and inactive participants	2011-01-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	303
Number of participants with account balances	2011-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	372
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	284
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	62
Total of all active and inactive participants	2010-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	346
Number of participants with account balances	2010-01-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	368
Number of retired or separated participants receiving benefits	2009-01-01	319
Number of other retired or separated participants entitled to future benefits	2009-01-01	49
Total of all active and inactive participants	2009-01-01	736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	736
Number of participants with account balances	2009-01-01	368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC.

Measure	Date	Value
2015 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$325,659
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$968,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$967,132
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$328,148
Value of total assets at end of year	2015-12-31	$4,995,099
Value of total assets at beginning of year	2015-12-31	$5,638,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,859
Total interest from all sources	2015-12-31	$17,195
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$1,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-643,332
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,995,099
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,638,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,281,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,764,634
Interest on participant loans	2015-12-31	$0
Interest earned on other investments	2015-12-31	$17,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,713,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,873,797
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-19,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$328,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$967,132
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BDO USA, LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$660,234
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$564,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$564,113
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$395,320
Value of total assets at end of year	2014-12-31	$5,638,431
Value of total assets at beginning of year	2014-12-31	$5,542,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$18,075
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$3,358
Administrative expenses (other) incurred	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$96,121
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,638,431
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,542,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,764,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,677,035
Interest on participant loans	2014-12-31	$0
Interest earned on other investments	2014-12-31	$18,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,873,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,865,275
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$243,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$395,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$564,113
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BDO USA LLP
Accountancy firm EIN	2014-12-31	135381590
2013 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,180,595
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$565,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$537,041
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$468,976
Value of total assets at end of year	2013-12-31	$5,542,310
Value of total assets at beginning of year	2013-12-31	$4,926,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$28,139
Total interest from all sources	2013-12-31	$20,305
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$80,135
Administrative expenses (other) incurred	2013-12-31	$28,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$615,415
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,542,310
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,926,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,677,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,104,789
Interest on participant loans	2013-12-31	$0
Interest earned on other investments	2013-12-31	$20,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,865,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,822,106
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$611,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$468,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$537,041
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WITHUM, SMITH, & BROWN
Accountancy firm EIN	2013-12-31	222027092
2012 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$779,669
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$324,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$323,916
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$441,120
Value of total assets at end of year	2012-12-31	$4,926,896
Value of total assets at beginning of year	2012-12-31	$4,471,443
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$300
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$455,453
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,926,896
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,471,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,104,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,765,951
Interest on participant loans	2012-12-31	$0
Interest earned on other investments	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,822,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,705,492
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$338,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$441,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$323,916
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WITHUM, SMITH & BROWN
Accountancy firm EIN	2012-12-31	222027092
2011 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$668,608
Total of all expenses incurred	2011-12-31	$793,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$793,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$652,341
Value of total assets at end of year	2011-12-31	$4,471,443
Value of total assets at beginning of year	2011-12-31	$4,596,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$598,613
Amount contributed by the employer to the plan for this plan year	2011-12-31	$598,613
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$53,727
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$532,580
Other income not declared elsewhere	2011-12-31	$35,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-125,307
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,471,443
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,596,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,765,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,763,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,705,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,833,328
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$1,669
Net investment gain/loss from pooled separate accounts	2011-12-31	$-18,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$598,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$259,666
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WITHUM, SMITH, AND BROWN
Accountancy firm EIN	2011-12-31	222002709
2010 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,132,413
Total of all expenses incurred	2010-12-31	$336,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$336,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$757,822
Value of total assets at end of year	2010-12-31	$4,596,751
Value of total assets at beginning of year	2010-12-31	$3,801,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$695,666
Amount contributed by the employer to the plan for this plan year	2010-12-31	$695,666
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$62,156
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$170,758
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$45,734
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$795,738
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,596,751
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,801,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,763,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,187,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,833,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,613,486
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$5,669
Net investment gain/loss from pooled separate accounts	2010-12-31	$328,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$695,666
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$160,248
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WTHUM, SMITH AND BROWN
Accountancy firm EIN	2010-12-31	222027092
2009 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$897,885
Amount contributed by the employer to the plan for this plan year	2009-12-31	$897,885

Form 5500 Responses for DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC.

2015: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PUERTO RICAN FAMILY INSTITUTE, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

015478G

Policy instance

Insurance contract or identification number	015478G
Number of Individuals Covered	265
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $326
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	326
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	NEW YORK CITY REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

015478G

Policy instance

Insurance contract or identification number	015478G
Number of Individuals Covered	253
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $574
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	574
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	NEW YORK CITY REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

015478G

Policy instance

Insurance contract or identification number	015478G
Number of Individuals Covered	266
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $562
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	562
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	NEW YORK CITY REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

015478G

Policy instance

Insurance contract or identification number	015478G
Number of Individuals Covered	266
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $427
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	170
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	ELIZABETH BUDABIN

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

015478-G03

Policy instance

Insurance contract or identification number	015478-G03
Number of Individuals Covered	303
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of fees paid to insurance company	USD $1,964
Contracts With Unallocated Funds Deposit Administration	1

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

015478G-03

Policy instance

Insurance contract or identification number	015478G-03
Number of Individuals Covered	346
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	THE PUERTO RICAN FAMILY INSTITUTE
Employer identification number (EIN):	136167177
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1962-05-03
Company Identification Number:	147351
Legal Registered Office Address:	116 WEST 14TH STREET New York NEW YORK United States of America (USA) 10011