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THE CHILDRENS HOME OF READING RETIREMENT PLAN 401k Plan overview

Plan NameTHE CHILDRENS HOME OF READING RETIREMENT PLAN
Plan identification number 002

THE CHILDRENS HOME OF READING RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

THE CHILDRENS HOME OF READING has sponsored the creation of one or more 401k plans.

Company Name:THE CHILDRENS HOME OF READING
Employer identification number (EIN):231352080
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHILDRENS HOME OF READING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-07-01
0022016-07-01CARLA RAPPASELLI
0022015-07-01CARLA RAPPASELLI
0022014-07-01CARLA RAPPASELLI STACY GRUBE2016-04-15
0022013-07-01STACY GRUBE STACY GRUBE2015-04-15
0022012-07-01ESTHER MARINO ESTHER MARINO2014-04-15
0022011-07-01ESTHER MARINO ESTHER MARINO2013-04-15
0022009-07-01MICHAEL BREININGER MICHAEL BREININGER2011-04-14

Plan Statistics for THE CHILDRENS HOME OF READING RETIREMENT PLAN

401k plan membership statisitcs for THE CHILDRENS HOME OF READING RETIREMENT PLAN

Measure Date Value
2017: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01295
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-010
Number of participants with account balances2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0112
2016: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01305
Total number of active participants reported on line 7a of the Form 55002016-07-01196
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0199
Total of all active and inactive participants2016-07-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01295
Number of participants with account balances2016-07-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0114
2015: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01306
Total number of active participants reported on line 7a of the Form 55002015-07-01217
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0183
Total of all active and inactive participants2015-07-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01300
Number of participants with account balances2015-07-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01300
Total number of active participants reported on line 7a of the Form 55002014-07-01227
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0173
Total of all active and inactive participants2014-07-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01300
Number of participants with account balances2014-07-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-017
2013: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01272
Total number of active participants reported on line 7a of the Form 55002013-07-01217
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0175
Total of all active and inactive participants2013-07-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01292
Number of participants with account balances2013-07-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-018
2012: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01280
Total number of active participants reported on line 7a of the Form 55002012-07-01208
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0161
Total of all active and inactive participants2012-07-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01269
Number of participants with account balances2012-07-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0153
2011: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01264
Total number of active participants reported on line 7a of the Form 55002011-07-01220
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0159
Total of all active and inactive participants2011-07-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01280
Number of participants with account balances2011-07-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0131
2009: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01256
Total number of active participants reported on line 7a of the Form 55002009-07-01198
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0152
Total of all active and inactive participants2009-07-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01250
Number of participants with account balances2009-07-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0151

Financial Data on THE CHILDRENS HOME OF READING RETIREMENT PLAN

Measure Date Value
2018 : THE CHILDRENS HOME OF READING RETIREMENT PLAN 2018 401k financial data
Total transfer of assets from this plan2018-06-22$3,434,207
Total income from all sources (including contributions)2018-06-22$353,058
Total of all expenses incurred2018-06-22$231,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-22$208,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-22$131,162
Value of total assets at end of year2018-06-22$0
Value of total assets at beginning of year2018-06-22$3,312,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-22$23,596
Total interest from all sources2018-06-22$2,444
Total dividends received (eg from common stock, registered investment company shares)2018-06-22$43,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-22Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-06-22$0
Total dividends received from registered investment company shares (eg mutual funds)2018-06-22$43,665
Was this plan covered by a fidelity bond2018-06-22Yes
Value of fidelity bond cover2018-06-22$500,000
If this is an individual account plan, was there a blackout period2018-06-22No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-22$0
Were there any nonexempt tranactions with any party-in-interest2018-06-22No
Contributions received from participants2018-06-22$79,326
Participant contributions at end of year2018-06-22$0
Participant contributions at beginning of year2018-06-22$89,276
Participant contributions at beginning of year2018-06-22$5,698
Income. Received or receivable in cash from other sources (including rollovers)2018-06-22$330
Administrative expenses (other) incurred2018-06-22$23,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-22No
Value of net income/loss2018-06-22$121,315
Value of net assets at end of year (total assets less liabilities)2018-06-22$0
Value of net assets at beginning of year (total assets less liabilities)2018-06-22$3,312,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-22No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-22No
Were any leases to which the plan was party in default or uncollectible2018-06-22No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-22$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-22$3,152,048
Interest on participant loans2018-06-22$2,381
Interest earned on other investments2018-06-22$63
Value of interest in common/collective trusts at end of year2018-06-22$0
Value of interest in common/collective trusts at beginning of year2018-06-22$62,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-22$175,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-22No
Was there a failure to transmit to the plan any participant contributions2018-06-22No
Has the plan failed to provide any benefit when due under the plan2018-06-22No
Contributions received in cash from employer2018-06-22$51,506
Employer contributions (assets) at beginning of year2018-06-22$3,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-22$208,147
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-22No
Did the plan have assets held for investment2018-06-22No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-22No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-22Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-22Yes
Opinion of an independent qualified public accountant for this plan2018-06-22Disclaimer
Accountancy firm name2018-06-22HERBEIN COMPANY, INC.
Accountancy firm EIN2018-06-22232415973
2017 : THE CHILDRENS HOME OF READING RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$638,050
Total of all expenses incurred2017-06-30$296,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$281,838
Expenses. Certain deemed distributions of participant loans2017-06-30$10,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$248,446
Value of total assets at end of year2017-06-30$3,312,892
Value of total assets at beginning of year2017-06-30$2,971,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$4,245
Total interest from all sources2017-06-30$3,522
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$122,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$122,535
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$148,111
Participant contributions at end of year2017-06-30$89,276
Participant contributions at beginning of year2017-06-30$109,684
Participant contributions at end of year2017-06-30$5,698
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$4,401
Administrative expenses (other) incurred2017-06-30$4,245
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$341,337
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,312,892
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,971,555
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$3,152,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,634,467
Interest on participant loans2017-06-30$3,522
Value of interest in common/collective trusts at end of year2017-06-30$62,077
Value of interest in common/collective trusts at beginning of year2017-06-30$227,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$262,501
Net investment gain or loss from common/collective trusts2017-06-30$1,046
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 contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$95,934
Employer contributions (assets) at end of year2017-06-30$3,793
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$281,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
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
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 name2017-06-30HERBEIN COMPANY, INC.
Accountancy firm EIN2017-06-30232415973
2016 : THE CHILDRENS HOME OF READING RETIREMENT PLAN 2016 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$242,644
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$136,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$131,698
Expenses. Certain deemed distributions of participant loans2016-06-30$316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$270,024
Value of total assets at end of year2016-06-30$2,971,555
Value of total assets at beginning of year2016-06-30$2,865,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,695
Total interest from all sources2016-06-30$3,402
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$33,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$33,850
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$161,721
Participant contributions at end of year2016-06-30$109,684
Participant contributions at beginning of year2016-06-30$111,552
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$2,072
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$105,935
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,971,555
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,865,620
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$2,634,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,538,139
Interest on participant loans2016-06-30$3,402
Income. Interest from loans (other than to participants)2016-06-30$0
Value of interest in common/collective trusts at end of year2016-06-30$227,404
Value of interest in common/collective trusts at beginning of year2016-06-30$215,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-64,632
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$106,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$131,698
Contract administrator fees2016-06-30$4,695
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 name2016-06-30HERBEIN COMPANY, INC.
Accountancy firm EIN2016-06-30232415973
2015 : THE CHILDRENS HOME OF READING RETIREMENT PLAN 2015 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$331,707
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$133,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$128,043
Expenses. Certain deemed distributions of participant loans2015-06-30$1,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$272,074
Value of total assets at end of year2015-06-30$2,865,620
Value of total assets at beginning of year2015-06-30$2,667,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,751
Total interest from all sources2015-06-30$3,240
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$35,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$35,428
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 period2015-06-30Yes
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$172,884
Participant contributions at end of year2015-06-30$111,552
Participant contributions at beginning of year2015-06-30$83,066
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$198,144
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,865,620
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,667,476
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
Investment advisory and management fees2015-06-30$811
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,538,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,386,160
Interest on participant loans2015-06-30$3,240
Value of interest in common/collective trusts at end of year2015-06-30$215,929
Value of interest in common/collective trusts at beginning of year2015-06-30$198,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$20,194
Net investment gain or loss from common/collective trusts2015-06-30$771
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$99,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$128,043
Contract administrator fees2015-06-30$2,940
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
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 name2015-06-30HERBEIN AND COMPANY, INC
Accountancy firm EIN2015-06-30232415973
2014 : THE CHILDRENS HOME OF READING RETIREMENT PLAN 2014 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$660,098
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$218,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$206,176
Expenses. Certain deemed distributions of participant loans2014-06-30$8,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$289,806
Value of total assets at end of year2014-06-30$2,667,476
Value of total assets at beginning of year2014-06-30$2,225,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,770
Total interest from all sources2014-06-30$3,447
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$22,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$22,845
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 period2014-06-30Yes
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$183,028
Participant contributions at end of year2014-06-30$83,066
Participant contributions at beginning of year2014-06-30$93,551
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$8,614
Other income not declared elsewhere2014-06-30$-2,642
Administrative expenses (other) incurred2014-06-30$157
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$441,829
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,667,476
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,225,647
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 registered invesment companies (eg mutual funds) at end of year2014-06-30$2,386,160
Value of interest in pooled separate accounts at end of year2014-06-30$0
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,614,701
Interest on participant loans2014-06-30$3,447
Value of interest in common/collective trusts at end of year2014-06-30$198,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$517,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$253,008
Net investment gain/loss from pooled separate accounts2014-06-30$92,944
Net investment gain or loss from common/collective trusts2014-06-30$690
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$98,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$206,176
Contract administrator fees2014-06-30$3,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
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 name2014-06-30HERBEIN AND COMPANY, INC.
Accountancy firm EIN2014-06-30232415973
2013 : THE CHILDRENS HOME OF READING RETIREMENT PLAN 2013 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$531,298
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$304,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$210,053
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$275,826
Value of total assets at end of year2013-06-30$2,225,647
Value of total assets at beginning of year2013-06-30$1,998,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$94,592
Total interest from all sources2013-06-30$10,690
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$50,000
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$135,874
Participant contributions at end of year2013-06-30$93,551
Participant contributions at beginning of year2013-06-30$75,053
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$9,731
Other income not declared elsewhere2013-06-30$44,293
Administrative expenses (other) incurred2013-06-30$94,592
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$226,653
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,225,647
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,998,994
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$1,614,701
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,338,527
Interest on participant loans2013-06-30$3,179
Interest earned on other investments2013-06-30$7,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$517,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$585,414
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$200,489
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$130,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$210,053
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 name2013-06-30HERBEIN AND COMPANY, INC.
Accountancy firm EIN2013-06-30232415973
2012 : THE CHILDRENS HOME OF READING RETIREMENT PLAN 2012 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$210,038
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$158,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$144,558
Expenses. Certain deemed distributions of participant loans2012-06-30$13,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$194,597
Value of total assets at end of year2012-06-30$1,998,994
Value of total assets at beginning of year2012-06-30$1,947,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$450
Total interest from all sources2012-06-30$2,278
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$132,443
Participant contributions at end of year2012-06-30$75,053
Participant contributions at beginning of year2012-06-30$53,234
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$62,154
Other income not declared elsewhere2012-06-30$100
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$51,162
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,998,994
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,947,832
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
Value of interest in pooled separate accounts at end of year2012-06-30$1,338,527
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,337,856
Interest on participant loans2012-06-30$2,278
Interest earned on other investments2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$585,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$556,742
Net investment gain/loss from pooled separate accounts2012-06-30$13,063
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$144,558
Contract administrator fees2012-06-30$450
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 name2012-06-30HERBEIN AND COMPANY, INC.
Accountancy firm EIN2012-06-30232415973
2011 : THE CHILDRENS HOME OF READING RETIREMENT PLAN 2011 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$425,585
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$213,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$206,272
Expenses. Certain deemed distributions of participant loans2011-06-30$6,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$137,593
Value of total assets at end of year2011-06-30$1,947,832
Value of total assets at beginning of year2011-06-30$1,735,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$800
Total interest from all sources2011-06-30$14,635
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$136,852
Participant contributions at end of year2011-06-30$53,234
Participant contributions at beginning of year2011-06-30$24,064
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$741
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$212,217
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,947,832
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,735,615
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$1,337,856
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,102,047
Interest on participant loans2011-06-30$1,164
Interest earned on other investments2011-06-30$13,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$556,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$609,504
Net investment gain/loss from pooled separate accounts2011-06-30$273,357
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$206,272
Contract administrator fees2011-06-30$800
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 name2011-06-30HERBEIN AND COMPANY, INC.
Accountancy firm EIN2011-06-30232415973
2010 : THE CHILDRENS HOME OF READING RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE CHILDRENS HOME OF READING RETIREMENT PLAN

2017: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01This submission is the final filingYes
2017-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2015 form 5500 responses
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 – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2014 form 5500 responses
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 – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2013 form 5500 responses
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 benefit arrangement – InsuranceYes
2012: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2012 form 5500 responses
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 benefit arrangement – InsuranceYes
2011: THE CHILDRENS HOME OF READING RETIREMENT PLAN 2011 form 5500 responses
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 benefit arrangement – InsuranceYes
2009: THE CHILDRENS HOME OF READING RETIREMENT PLAN 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517255
Policy instance 1
Insurance contract or identification number517255
Number of Individuals Covered196
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number056953-G
Policy instance 1
Insurance contract or identification number056953-G
Number of Individuals Covered0
Insurance policy start date2013-07-01
Insurance policy end date2013-08-31
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 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?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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056953G
Policy instance 1
Insurance contract or identification number056953G
Number of Individuals Covered269
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 $201
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees63
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameJOHN CIONCI
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056953-G
Policy instance 1
Insurance contract or identification number056953-G
Number of Individuals Covered280
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 $164
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056953-G
Policy instance 1
Insurance contract or identification number056953-G
Number of Individuals Covered264
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 $508
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

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