401k Plan data: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA plan

EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 401k Plan overview

Plan Name	EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA
Plan identification number	001

EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

NATIONALITIES SERVICE CENTER - PA has sponsored the creation of one or more 401k plans.

Company Name: NATIONALITIES SERVICE CENTER - PA

Employer identification number (EIN): 231352336

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 PAMELA JONES-BURNLEY 2024-01-11 PAMELA JONES-BURNLEY 2024-01-11
001 2020-07-01 PAMELA JONES-BURNLEY 2022-03-15
001 2019-07-01 PAMELA JONES-BURNLEY 2021-04-20
001 2018-07-01 PAMELA JONES-BURNLEY 2021-04-20
001 2017-07-01 PAMELA JONES-BURNLEY 2019-04-12
001 2016-07-01 PAMELA JONES-BURNLEY 2017-12-19
001 2015-07-01 PAMELA JONES-BURNLEY
001 2014-07-01 PAMELA JONES-BURNLEY
001 2013-07-01 PAMELA JONES-BURNLEY
001 2012-07-01 PAMELA JONES-BURNLEY
001 2011-07-01 PAMELA JONES-BURNLEY
001 2009-07-01 PAMELA JONES BURNLEY
001 2009-07-01 PAMELA JONES BURNLEY DENNIS MULLIGAN 2011-04-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01	PAMELA JONES-BURNLEY	2024-01-11	PAMELA JONES-BURNLEY	2024-01-11
001	2020-07-01	PAMELA JONES-BURNLEY	2022-03-15
001	2019-07-01	PAMELA JONES-BURNLEY	2021-04-20
001	2018-07-01	PAMELA JONES-BURNLEY	2021-04-20
001	2017-07-01	PAMELA JONES-BURNLEY	2019-04-12
001	2016-07-01	PAMELA JONES-BURNLEY	2017-12-19
001	2015-07-01	PAMELA JONES-BURNLEY
001	2014-07-01	PAMELA JONES-BURNLEY
001	2013-07-01	PAMELA JONES-BURNLEY
001	2012-07-01	PAMELA JONES-BURNLEY
001	2011-07-01	PAMELA JONES-BURNLEY
001	2009-07-01	PAMELA JONES BURNLEY
001	2009-07-01	PAMELA JONES BURNLEY		DENNIS MULLIGAN	2011-04-14

Plan Statistics for EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA

401k plan membership statisitcs for EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA

Measure Date Value
2022: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2022 401k membership
Market value of plan assets 2022-06-30 1,010,256
Acturial value of plan assets 2022-06-30 909,230
Funding target for retired participants and beneficiaries receiving payment 2022-06-30 6,963
Number of terminated vested participants 2022-06-30 45
Fundng target for terminated vested participants 2022-06-30 947,134
Active participant vested funding target 2022-06-30 78,080
Number of active participants 2022-06-30 5
Total funding liabilities for active participants 2022-06-30 82,852
Total participant count 2022-06-30 51
Total funding target for all participants 2022-06-30 1,036,949
Balance at beginning of prior year after applicable adjustments 2022-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-06-30 37,755
Prefunding balanced used to offset prior years funding requirement 2022-06-30 0
Amount remaining of carryover balance 2022-06-30 0
Amount remaining of prefunding balance 2022-06-30 37,755
Present value of excess contributions 2022-06-30 19,758
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-06-30 20,908
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-06-30 20,908
Reductions in caryover balances due to elections or deemed elections 2022-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2022-06-30 0
Balance of carryovers at beginning of current year 2022-06-30 0
Balance of prefunding at beginning of current year 2022-06-30 69,306
Total employer contributions 2022-06-30 16,932
Contributions allocated toward unpaid minimum require contributions from prior years 2022-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2022-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-06-30 16,237
Unpaid minimum required contributions for all prior years 2022-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-06-30 0
Remaining amount of unpaid minimum required contributions 2022-06-30 0
Minimum required contributions for current year target normal cost 2022-06-30 6,365
Net shortfall amortization installment of oustanding balance 2022-06-30 197,025
Waiver amortization installment 2022-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-06-30 34,077
Prefunding balance elected to use to offset funding requirement 2022-06-30 17,840
Additional cash requirement 2022-06-30 16,237
Contributions allocatedtoward minimum required contributions for current year 2022-06-30 16,237
Unpaid minimum required contributions for current year 2022-06-30 0
Unpaid minimum required contributions for all years 2022-06-30 0
2021: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2021 401k membership
Market value of plan assets 2021-06-30 790,034
Acturial value of plan assets 2021-06-30 795,378
Funding target for retired participants and beneficiaries receiving payment 2021-06-30 7,184
Number of terminated vested participants 2021-06-30 51
Fundng target for terminated vested participants 2021-06-30 914,456
Active participant vested funding target 2021-06-30 0
Number of active participants 2021-06-30 0
Total funding liabilities for active participants 2021-06-30 0
Total participant count 2021-06-30 52
Total funding target for all participants 2021-06-30 921,640
Balance at beginning of prior year after applicable adjustments 2021-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-06-30 0
Amount remaining of carryover balance 2021-06-30 0
Amount remaining of prefunding balance 2021-06-30 0
Present value of excess contributions 2021-06-30 35,733
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-06-30 37,755
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-06-30 37,755
Reductions in caryover balances due to elections or deemed elections 2021-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-06-30 0
Balance of carryovers at beginning of current year 2021-06-30 0
Balance of prefunding at beginning of current year 2021-06-30 37,755
Total employer contributions 2021-06-30 44,391
Total employee contributions 2021-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-06-30 42,334
Unpaid minimum required contributions for all prior years 2021-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-06-30 0
Remaining amount of unpaid minimum required contributions 2021-06-30 0
Minimum required contributions for current year target normal cost 2021-06-30 6,420
Net shortfall amortization installment of oustanding balance 2021-06-30 164,017
Waiver amortization installment 2021-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-06-30 22,576
Additional cash requirement 2021-06-30 22,576
Contributions allocatedtoward minimum required contributions for current year 2021-06-30 42,334
Unpaid minimum required contributions for current year 2021-06-30 0
Unpaid minimum required contributions for all years 2021-06-30 0
2020: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2020 401k membership
Market value of plan assets 2020-06-30 738,064
Acturial value of plan assets 2020-06-30 733,399
Funding target for retired participants and beneficiaries receiving payment 2020-06-30 7,573
Number of terminated vested participants 2020-06-30 52
Fundng target for terminated vested participants 2020-06-30 910,290
Active participant vested funding target 2020-06-30 0
Number of active participants 2020-06-30 0
Total funding liabilities for active participants 2020-06-30 0
Total participant count 2020-06-30 53
Total funding target for all participants 2020-06-30 917,863
Balance at beginning of prior year after applicable adjustments 2020-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-06-30 0
Amount remaining of carryover balance 2020-06-30 0
Amount remaining of prefunding balance 2020-06-30 0
Present value of excess contributions 2020-06-30 12
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-06-30 13
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-06-30 0
Reductions in caryover balances due to elections or deemed elections 2020-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-06-30 0
Balance of carryovers at beginning of current year 2020-06-30 0
Balance of prefunding at beginning of current year 2020-06-30 0
Total employer contributions 2020-06-30 62,623
Total employee contributions 2020-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-06-30 59,187
Unpaid minimum required contributions for all prior years 2020-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-06-30 0
Remaining amount of unpaid minimum required contributions 2020-06-30 0
Minimum required contributions for current year target normal cost 2020-06-30 6,475
Net shortfall amortization installment of oustanding balance 2020-06-30 184,464
Waiver amortization installment 2020-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-06-30 59,187
Additional cash requirement 2020-06-30 59,187
Contributions allocatedtoward minimum required contributions for current year 2020-06-30 59,187
Unpaid minimum required contributions for current year 2020-06-30 0
Unpaid minimum required contributions for all years 2020-06-30 0
2019: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2019 401k membership
Market value of plan assets 2019-06-30 727,794
Acturial value of plan assets 2019-06-30 709,973
Funding target for retired participants and beneficiaries receiving payment 2019-06-30 7,783
Number of terminated vested participants 2019-06-30 54
Fundng target for terminated vested participants 2019-06-30 882,620
Active participant vested funding target 2019-06-30 0
Number of active participants 2019-06-30 0
Total funding liabilities for active participants 2019-06-30 0
Total participant count 2019-06-30 55
Total funding target for all participants 2019-06-30 890,403
Balance at beginning of prior year after applicable adjustments 2019-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-06-30 0
Amount remaining of carryover balance 2019-06-30 0
Amount remaining of prefunding balance 2019-06-30 0
Present value of excess contributions 2019-06-30 91,438
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-06-30 96,952
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-06-30 0
Reductions in caryover balances due to elections or deemed elections 2019-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-06-30 0
Balance of carryovers at beginning of current year 2019-06-30 0
Balance of prefunding at beginning of current year 2019-06-30 0
Total employer contributions 2019-06-30 35,612
Contributions allocated toward unpaid minimum require contributions from prior years 2019-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-06-30 33,981
Unpaid minimum required contributions for all prior years 2019-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-06-30 0
Remaining amount of unpaid minimum required contributions 2019-06-30 0
Minimum required contributions for current year target normal cost 2019-06-30 6,585
Net shortfall amortization installment of oustanding balance 2019-06-30 180,430
Waiver amortization installment 2019-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-06-30 33,969
Additional cash requirement 2019-06-30 33,969
Contributions allocatedtoward minimum required contributions for current year 2019-06-30 33,981
Unpaid minimum required contributions for current year 2019-06-30 0
Unpaid minimum required contributions for all years 2019-06-30 0
2018: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2018 401k membership
Market value of plan assets 2018-06-30 656,933
Acturial value of plan assets 2018-06-30 652,771
Funding target for retired participants and beneficiaries receiving payment 2018-06-30 7,612
Number of terminated vested participants 2018-06-30 56
Fundng target for terminated vested participants 2018-06-30 886,563
Active participant vested funding target 2018-06-30 0
Number of active participants 2018-06-30 0
Total funding liabilities for active participants 2018-06-30 0
Total participant count 2018-06-30 57
Total funding target for all participants 2018-06-30 894,175
Balance at beginning of prior year after applicable adjustments 2018-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-06-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-06-30 0
Prefunding balanced used to offset prior years funding requirement 2018-06-30 0
Amount remaining of carryover balance 2018-06-30 0
Amount remaining of prefunding balance 2018-06-30 0
Present value of excess contributions 2018-06-30 29,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-06-30 30,888
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-06-30 0
Balance of carryovers at beginning of current year 2018-06-30 0
Balance of prefunding at beginning of current year 2018-06-30 0
Total employer contributions 2018-06-30 165,622
Total employee contributions 2018-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-06-30 155,455
Unpaid minimum required contributions for all prior years 2018-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-06-30 0
Remaining amount of unpaid minimum required contributions 2018-06-30 0
Minimum required contributions for current year target normal cost 2018-06-30 6,695
Net shortfall amortization installment of oustanding balance 2018-06-30 241,404
Total funding amount beforereflecting carryover/prefunding balances 2018-06-30 64,017
Additional cash requirement 2018-06-30 64,017
Contributions allocatedtoward minimum required contributions for current year 2018-06-30 155,455
Unpaid minimum required contributions for current year 2018-06-30 0
Unpaid minimum required contributions for all years 2018-06-30 0
2017: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2017 401k membership
Market value of plan assets 2017-06-30 672,795
Acturial value of plan assets 2017-06-30 706,695
Funding target for retired participants and beneficiaries receiving payment 2017-06-30 7,752
Number of terminated vested participants 2017-06-30 59
Fundng target for terminated vested participants 2017-06-30 949,817
Active participant vested funding target 2017-06-30 0
Number of active participants 2017-06-30 0
Total funding liabilities for active participants 2017-06-30 0
Total participant count 2017-06-30 60
Total funding target for all participants 2017-06-30 957,569
Balance at beginning of prior year after applicable adjustments 2017-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-30 33,000
Carryover balanced portion elected for use to offset prior years funding requirement 2017-06-30 0
Prefunding balanced used to offset prior years funding requirement 2017-06-30 33,000
Amount remaining of carryover balance 2017-06-30 0
Amount remaining of prefunding balance 2017-06-30 0
Present value of excess contributions 2017-06-30 3
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-30 3
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-30 0
Reductions in caryover balances due to elections or deemed elections 2017-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-06-30 0
Balance of carryovers at beginning of current year 2017-06-30 0
Balance of prefunding at beginning of current year 2017-06-30 0
Total employer contributions 2017-06-30 117,429
Total employee contributions 2017-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-06-30 109,466
Unpaid minimum required contributions for all prior years 2017-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-06-30 0
Remaining amount of unpaid minimum required contributions 2017-06-30 0
Minimum required contributions for current year target normal cost 2017-06-30 6,860
Net shortfall amortization installment of oustanding balance 2017-06-30 250,874
Waiver amortization installment 2017-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-06-30 80,389
Carryover balance elected to use to offset funding requirement 2017-06-30 0
Prefunding balance elected to use to offset funding requirement 2017-06-30 0
Additional cash requirement 2017-06-30 80,389
Contributions allocatedtoward minimum required contributions for current year 2017-06-30 109,466
Unpaid minimum required contributions for current year 2017-06-30 0
Unpaid minimum required contributions for all years 2017-06-30 0
2015: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2015 401k membership
Total participants, beginning-of-year 2015-07-01 52
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 6
Number of retired or separated participants receiving benefits 2015-07-01 1
Number of other retired or separated participants entitled to future benefits 2015-07-01 43
Total of all active and inactive participants 2015-07-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 51
Number of participants with account balances 2015-07-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2014 401k membership
Total participants, beginning-of-year 2014-07-01 54
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 15
Number of retired or separated participants receiving benefits 2014-07-01 1
Number of other retired or separated participants entitled to future benefits 2014-07-01 35
Total of all active and inactive participants 2014-07-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 52
Number of participants with account balances 2014-07-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2013 401k membership
Total participants, beginning-of-year 2013-07-01 57
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 16
Number of retired or separated participants receiving benefits 2013-07-01 1
Number of other retired or separated participants entitled to future benefits 2013-07-01 35
Total of all active and inactive participants 2013-07-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 2
Total participants 2013-07-01 54
Number of participants with account balances 2013-07-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2012 401k membership
Total participants, beginning-of-year 2012-07-01 59
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 16
Number of retired or separated participants receiving benefits 2012-07-01 1
Number of other retired or separated participants entitled to future benefits 2012-07-01 38
Total of all active and inactive participants 2012-07-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 2
Total participants 2012-07-01 57
Number of participants with account balances 2012-07-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 2
2011: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2011 401k membership
Total participants, beginning-of-year 2011-07-01 63
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 24
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 38
Total of all active and inactive participants 2011-07-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 2
2009: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2009 401k membership
Total participants, beginning-of-year 2009-07-01 73
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 22
Number of retired or separated participants receiving benefits 2009-07-01 1
Number of other retired or separated participants entitled to future benefits 2009-07-01 55
Total of all active and inactive participants 2009-07-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 1
Total participants 2009-07-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2022 401k membership
Market value of plan assets	2022-06-30	1,010,256
Acturial value of plan assets	2022-06-30	909,230
Funding target for retired participants and beneficiaries receiving payment	2022-06-30	6,963
Number of terminated vested participants	2022-06-30	45
Fundng target for terminated vested participants	2022-06-30	947,134
Active participant vested funding target	2022-06-30	78,080
Number of active participants	2022-06-30	5
Total funding liabilities for active participants	2022-06-30	82,852
Total participant count	2022-06-30	51
Total funding target for all participants	2022-06-30	1,036,949
Balance at beginning of prior year after applicable adjustments	2022-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-06-30	37,755
Prefunding balanced used to offset prior years funding requirement	2022-06-30	0
Amount remaining of carryover balance	2022-06-30	0
Amount remaining of prefunding balance	2022-06-30	37,755
Present value of excess contributions	2022-06-30	19,758
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-06-30	20,908
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-06-30	20,908
Reductions in caryover balances due to elections or deemed elections	2022-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2022-06-30	0
Balance of carryovers at beginning of current year	2022-06-30	0
Balance of prefunding at beginning of current year	2022-06-30	69,306
Total employer contributions	2022-06-30	16,932
Contributions allocated toward unpaid minimum require contributions from prior years	2022-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2022-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-06-30	16,237
Unpaid minimum required contributions for all prior years	2022-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-06-30	0
Remaining amount of unpaid minimum required contributions	2022-06-30	0
Minimum required contributions for current year target normal cost	2022-06-30	6,365
Net shortfall amortization installment of oustanding balance	2022-06-30	197,025
Waiver amortization installment	2022-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-06-30	34,077
Prefunding balance elected to use to offset funding requirement	2022-06-30	17,840
Additional cash requirement	2022-06-30	16,237
Contributions allocatedtoward minimum required contributions for current year	2022-06-30	16,237
Unpaid minimum required contributions for current year	2022-06-30	0
Unpaid minimum required contributions for all years	2022-06-30	0
2021: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2021 401k membership
Market value of plan assets	2021-06-30	790,034
Acturial value of plan assets	2021-06-30	795,378
Funding target for retired participants and beneficiaries receiving payment	2021-06-30	7,184
Number of terminated vested participants	2021-06-30	51
Fundng target for terminated vested participants	2021-06-30	914,456
Active participant vested funding target	2021-06-30	0
Number of active participants	2021-06-30	0
Total funding liabilities for active participants	2021-06-30	0
Total participant count	2021-06-30	52
Total funding target for all participants	2021-06-30	921,640
Balance at beginning of prior year after applicable adjustments	2021-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-06-30	0
Amount remaining of carryover balance	2021-06-30	0
Amount remaining of prefunding balance	2021-06-30	0
Present value of excess contributions	2021-06-30	35,733
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-06-30	37,755
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-06-30	37,755
Reductions in caryover balances due to elections or deemed elections	2021-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-06-30	0
Balance of carryovers at beginning of current year	2021-06-30	0
Balance of prefunding at beginning of current year	2021-06-30	37,755
Total employer contributions	2021-06-30	44,391
Total employee contributions	2021-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-06-30	42,334
Unpaid minimum required contributions for all prior years	2021-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-06-30	0
Remaining amount of unpaid minimum required contributions	2021-06-30	0
Minimum required contributions for current year target normal cost	2021-06-30	6,420
Net shortfall amortization installment of oustanding balance	2021-06-30	164,017
Waiver amortization installment	2021-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-06-30	22,576
Additional cash requirement	2021-06-30	22,576
Contributions allocatedtoward minimum required contributions for current year	2021-06-30	42,334
Unpaid minimum required contributions for current year	2021-06-30	0
Unpaid minimum required contributions for all years	2021-06-30	0
2020: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2020 401k membership
Market value of plan assets	2020-06-30	738,064
Acturial value of plan assets	2020-06-30	733,399
Funding target for retired participants and beneficiaries receiving payment	2020-06-30	7,573
Number of terminated vested participants	2020-06-30	52
Fundng target for terminated vested participants	2020-06-30	910,290
Active participant vested funding target	2020-06-30	0
Number of active participants	2020-06-30	0
Total funding liabilities for active participants	2020-06-30	0
Total participant count	2020-06-30	53
Total funding target for all participants	2020-06-30	917,863
Balance at beginning of prior year after applicable adjustments	2020-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-06-30	0
Amount remaining of carryover balance	2020-06-30	0
Amount remaining of prefunding balance	2020-06-30	0
Present value of excess contributions	2020-06-30	12
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-06-30	13
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-06-30	0
Reductions in caryover balances due to elections or deemed elections	2020-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-06-30	0
Balance of carryovers at beginning of current year	2020-06-30	0
Balance of prefunding at beginning of current year	2020-06-30	0
Total employer contributions	2020-06-30	62,623
Total employee contributions	2020-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-06-30	59,187
Unpaid minimum required contributions for all prior years	2020-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-06-30	0
Remaining amount of unpaid minimum required contributions	2020-06-30	0
Minimum required contributions for current year target normal cost	2020-06-30	6,475
Net shortfall amortization installment of oustanding balance	2020-06-30	184,464
Waiver amortization installment	2020-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-06-30	59,187
Additional cash requirement	2020-06-30	59,187
Contributions allocatedtoward minimum required contributions for current year	2020-06-30	59,187
Unpaid minimum required contributions for current year	2020-06-30	0
Unpaid minimum required contributions for all years	2020-06-30	0
2019: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2019 401k membership
Market value of plan assets	2019-06-30	727,794
Acturial value of plan assets	2019-06-30	709,973
Funding target for retired participants and beneficiaries receiving payment	2019-06-30	7,783
Number of terminated vested participants	2019-06-30	54
Fundng target for terminated vested participants	2019-06-30	882,620
Active participant vested funding target	2019-06-30	0
Number of active participants	2019-06-30	0
Total funding liabilities for active participants	2019-06-30	0
Total participant count	2019-06-30	55
Total funding target for all participants	2019-06-30	890,403
Balance at beginning of prior year after applicable adjustments	2019-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-06-30	0
Amount remaining of carryover balance	2019-06-30	0
Amount remaining of prefunding balance	2019-06-30	0
Present value of excess contributions	2019-06-30	91,438
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-30	96,952
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-06-30	0
Reductions in caryover balances due to elections or deemed elections	2019-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-06-30	0
Balance of carryovers at beginning of current year	2019-06-30	0
Balance of prefunding at beginning of current year	2019-06-30	0
Total employer contributions	2019-06-30	35,612
Contributions allocated toward unpaid minimum require contributions from prior years	2019-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-06-30	33,981
Unpaid minimum required contributions for all prior years	2019-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-06-30	0
Remaining amount of unpaid minimum required contributions	2019-06-30	0
Minimum required contributions for current year target normal cost	2019-06-30	6,585
Net shortfall amortization installment of oustanding balance	2019-06-30	180,430
Waiver amortization installment	2019-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-30	33,969
Additional cash requirement	2019-06-30	33,969
Contributions allocatedtoward minimum required contributions for current year	2019-06-30	33,981
Unpaid minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for all years	2019-06-30	0
2018: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2018 401k membership
Market value of plan assets	2018-06-30	656,933
Acturial value of plan assets	2018-06-30	652,771
Funding target for retired participants and beneficiaries receiving payment	2018-06-30	7,612
Number of terminated vested participants	2018-06-30	56
Fundng target for terminated vested participants	2018-06-30	886,563
Active participant vested funding target	2018-06-30	0
Number of active participants	2018-06-30	0
Total funding liabilities for active participants	2018-06-30	0
Total participant count	2018-06-30	57
Total funding target for all participants	2018-06-30	894,175
Balance at beginning of prior year after applicable adjustments	2018-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-06-30	0
Prefunding balanced used to offset prior years funding requirement	2018-06-30	0
Amount remaining of carryover balance	2018-06-30	0
Amount remaining of prefunding balance	2018-06-30	0
Present value of excess contributions	2018-06-30	29,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-06-30	30,888
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-06-30	0
Balance of carryovers at beginning of current year	2018-06-30	0
Balance of prefunding at beginning of current year	2018-06-30	0
Total employer contributions	2018-06-30	165,622
Total employee contributions	2018-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-06-30	155,455
Unpaid minimum required contributions for all prior years	2018-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-06-30	0
Remaining amount of unpaid minimum required contributions	2018-06-30	0
Minimum required contributions for current year target normal cost	2018-06-30	6,695
Net shortfall amortization installment of oustanding balance	2018-06-30	241,404
Total funding amount beforereflecting carryover/prefunding balances	2018-06-30	64,017
Additional cash requirement	2018-06-30	64,017
Contributions allocatedtoward minimum required contributions for current year	2018-06-30	155,455
Unpaid minimum required contributions for current year	2018-06-30	0
Unpaid minimum required contributions for all years	2018-06-30	0
2017: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2017 401k membership
Market value of plan assets	2017-06-30	672,795
Acturial value of plan assets	2017-06-30	706,695
Funding target for retired participants and beneficiaries receiving payment	2017-06-30	7,752
Number of terminated vested participants	2017-06-30	59
Fundng target for terminated vested participants	2017-06-30	949,817
Active participant vested funding target	2017-06-30	0
Number of active participants	2017-06-30	0
Total funding liabilities for active participants	2017-06-30	0
Total participant count	2017-06-30	60
Total funding target for all participants	2017-06-30	957,569
Balance at beginning of prior year after applicable adjustments	2017-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-30	33,000
Carryover balanced portion elected for use to offset prior years funding requirement	2017-06-30	0
Prefunding balanced used to offset prior years funding requirement	2017-06-30	33,000
Amount remaining of carryover balance	2017-06-30	0
Amount remaining of prefunding balance	2017-06-30	0
Present value of excess contributions	2017-06-30	3
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	3
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-30	0
Reductions in caryover balances due to elections or deemed elections	2017-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-06-30	0
Balance of carryovers at beginning of current year	2017-06-30	0
Balance of prefunding at beginning of current year	2017-06-30	0
Total employer contributions	2017-06-30	117,429
Total employee contributions	2017-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-06-30	109,466
Unpaid minimum required contributions for all prior years	2017-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-06-30	0
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Minimum required contributions for current year target normal cost	2017-06-30	6,860
Net shortfall amortization installment of oustanding balance	2017-06-30	250,874
Waiver amortization installment	2017-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	80,389
Carryover balance elected to use to offset funding requirement	2017-06-30	0
Prefunding balance elected to use to offset funding requirement	2017-06-30	0
Additional cash requirement	2017-06-30	80,389
Contributions allocatedtoward minimum required contributions for current year	2017-06-30	109,466
Unpaid minimum required contributions for current year	2017-06-30	0
Unpaid minimum required contributions for all years	2017-06-30	0
2015: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2015 401k membership
Total participants, beginning-of-year	2015-07-01	52
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	6
Number of retired or separated participants receiving benefits	2015-07-01	1
Number of other retired or separated participants entitled to future benefits	2015-07-01	43
Total of all active and inactive participants	2015-07-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	51
Number of participants with account balances	2015-07-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2014 401k membership
Total participants, beginning-of-year	2014-07-01	54
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	15
Number of retired or separated participants receiving benefits	2014-07-01	1
Number of other retired or separated participants entitled to future benefits	2014-07-01	35
Total of all active and inactive participants	2014-07-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	52
Number of participants with account balances	2014-07-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2013 401k membership
Total participants, beginning-of-year	2013-07-01	57
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	16
Number of retired or separated participants receiving benefits	2013-07-01	1
Number of other retired or separated participants entitled to future benefits	2013-07-01	35
Total of all active and inactive participants	2013-07-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	2
Total participants	2013-07-01	54
Number of participants with account balances	2013-07-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2012 401k membership
Total participants, beginning-of-year	2012-07-01	59
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	16
Number of retired or separated participants receiving benefits	2012-07-01	1
Number of other retired or separated participants entitled to future benefits	2012-07-01	38
Total of all active and inactive participants	2012-07-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	2
Total participants	2012-07-01	57
Number of participants with account balances	2012-07-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	2
2011: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2011 401k membership
Total participants, beginning-of-year	2011-07-01	63
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	24
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	38
Total of all active and inactive participants	2011-07-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	2
2009: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2009 401k membership
Total participants, beginning-of-year	2009-07-01	73
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	22
Number of retired or separated participants receiving benefits	2009-07-01	1
Number of other retired or separated participants entitled to future benefits	2009-07-01	55
Total of all active and inactive participants	2009-07-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	1
Total participants	2009-07-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA

Measure	Date	Value
2012 : EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2012 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2011 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0

Form 5500 Responses for EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA

2015: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	First time form 5500 has been submitted	Yes
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	First time form 5500 has been submitted	Yes
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	First time form 5500 has been submitted	Yes
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	First time form 5500 has been submitted	Yes
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: EBP OF NATIONALITIES SERVICE CENTER OF PHILADELPHIA 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	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

013299-H

Policy instance

Insurance contract or identification number	013299-H
Number of Individuals Covered	51
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $71
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	0
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	71
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	PHILADELPHIA REGIONAL OFFICE

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

Policy contract number

013299-H

Policy instance

Insurance contract or identification number	013299-H
Number of Individuals Covered	52
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $200
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	0
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	200
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	PHILADELPHIA REGIONAL OFFICE

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

Policy contract number

013299-H

Policy instance

Insurance contract or identification number	013299-H
Number of Individuals Covered	54
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
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	0
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

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

Policy contract number

013299-H

Policy instance

Insurance contract or identification number	013299-H
Number of Individuals Covered	57
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $138
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	0
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	9
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	CHARLES BAGLEY

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

Policy contract number

013299-H

Policy instance

Insurance contract or identification number	013299-H
Number of Individuals Covered	63
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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

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

Policy contract number

013299-H

Policy instance

Insurance contract or identification number	013299-H
Number of Individuals Covered	63
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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

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Company Name:	NATIONALITIES SERVICE CENTER - PA
Employer identification number (EIN):	231352336
NAIC Classification:	624100
NAIC Description:	Individual and Family Services