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TYPICAL LIFE CORP 401(K) SAVINGS PLAN 401k Plan overview

Plan NameTYPICAL LIFE CORP 401(K) SAVINGS PLAN
Plan identification number 001

TYPICAL LIFE CORP 401(K) SAVINGS 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

TYPICAL LIFE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:TYPICAL LIFE CORPORATION
Employer identification number (EIN):232987492
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TYPICAL LIFE CORP 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01VICKI MILLER
0012017-01-01VICKI S MILLER VICKI S MILLER2018-09-19
0012016-01-01VICKI S. MILLER
0012015-01-01VICKI S. MILLER VICKI S. MILLER2016-10-13
0012014-01-01VICKI S. MILLER
0012013-01-01VICKI S. MILLER VICKI S. MILLER2014-09-22
0012012-01-01VICKI S. MILLER VICKI S. MILLER2013-10-07
0012011-01-01VICKI S. MILLER VICKI S. MILLER2012-10-11
0012010-01-01VICKI MILLER2011-07-07
0012009-01-01VICKI MILLER VICKI MILLER2010-07-26
0012009-01-01VICKI MILLER VICKI MILLER2010-07-26

Plan Statistics for TYPICAL LIFE CORP 401(K) SAVINGS PLAN

401k plan membership statisitcs for TYPICAL LIFE CORP 401(K) SAVINGS PLAN

Measure Date Value
2021: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01233
Total number of active participants reported on line 7a of the Form 55002021-01-01129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01118
Total of all active and inactive participants2021-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01249
Number of participants with account balances2021-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0160
2020: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01238
Total number of active participants reported on line 7a of the Form 55002020-01-01150
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01233
Number of participants with account balances2020-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0143
2019: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01219
Total number of active participants reported on line 7a of the Form 55002019-01-01162
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01238
Number of participants with account balances2019-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0147
2018: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01194
Total number of active participants reported on line 7a of the Form 55002018-01-01160
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01219
Number of participants with account balances2018-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0149
2017: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01228
Total number of active participants reported on line 7a of the Form 55002017-01-01190
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01238
Number of participants with account balances2017-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0141
2016: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01180
Total number of active participants reported on line 7a of the Form 55002016-01-01200
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01228
Number of participants with account balances2016-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01213
Total number of active participants reported on line 7a of the Form 55002015-01-01168
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01180
Number of participants with account balances2015-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01161
Total number of active participants reported on line 7a of the Form 55002014-01-01204
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01213
Number of participants with account balances2014-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01161
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01169
Number of participants with account balances2013-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01136
Total number of active participants reported on line 7a of the Form 55002012-01-01142
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01147
Number of participants with account balances2012-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01121
Total number of active participants reported on line 7a of the Form 55002011-01-01128
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01136
Number of participants with account balances2011-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0188
Total number of active participants reported on line 7a of the Form 55002009-01-01109
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01114
Number of participants with account balances2009-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on TYPICAL LIFE CORP 401(K) SAVINGS PLAN

Measure Date Value
2021 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$402,074
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$169,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$168,638
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$223,976
Value of total assets at end of year2021-12-31$1,419,708
Value of total assets at beginning of year2021-12-31$1,187,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,343
Total interest from all sources2021-12-31$779
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$178,976
Participant contributions at end of year2021-12-31$20,171
Participant contributions at beginning of year2021-12-31$11,351
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$232,093
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,419,708
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,187,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,323,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,111,896
Interest on participant loans2021-12-31$493
Interest earned on other investments2021-12-31$286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$31,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$24,368
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$177,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$45,000
Employer contributions (assets) at end of year2021-12-31$45,000
Employer contributions (assets) at beginning of year2021-12-31$40,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$168,638
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HAMILTON & MUSSER, PC
Accountancy firm EIN2021-12-31232213999
2020 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,096
Total income from all sources (including contributions)2020-12-31$373,071
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$75,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$72,825
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$257,439
Value of total assets at end of year2020-12-31$1,187,615
Value of total assets at beginning of year2020-12-31$893,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,337
Total interest from all sources2020-12-31$817
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$173,180
Participant contributions at end of year2020-12-31$11,351
Participant contributions at beginning of year2020-12-31$14,633
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$36,964
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,096
Administrative expenses (other) incurred2020-12-31$2,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$297,909
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,187,615
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$889,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,111,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$824,511
Interest on participant loans2020-12-31$596
Interest earned on other investments2020-12-31$221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$24,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,053
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$114,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$47,295
Employer contributions (assets) at end of year2020-12-31$40,000
Employer contributions (assets) at beginning of year2020-12-31$35,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$72,825
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HAMILTON & MUSSER,PC
Accountancy firm EIN2020-12-31232213999
2019 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,096
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$308,175
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$66,104
Total of all expenses incurred2019-12-31$66,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,850
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$175,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$175,988
Value of total assets at end of year2019-12-31$893,802
Value of total assets at end of year2019-12-31$893,802
Value of total assets at beginning of year2019-12-31$647,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,254
Total interest from all sources2019-12-31$1,237
Total interest from all sources2019-12-31$1,237
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$139,285
Contributions received from participants2019-12-31$139,285
Participant contributions at end of year2019-12-31$14,633
Participant contributions at end of year2019-12-31$14,633
Participant contributions at beginning of year2019-12-31$17,575
Participant contributions at beginning of year2019-12-31$17,575
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$4,841
Participant contributions at beginning of year2019-12-31$4,841
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,098
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,254
Administrative expenses (other) incurred2019-12-31$2,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$242,071
Value of net income/loss2019-12-31$242,071
Value of net assets at end of year (total assets less liabilities)2019-12-31$889,706
Value of net assets at end of year (total assets less liabilities)2019-12-31$889,706
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$647,635
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$647,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$824,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$824,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$586,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$586,812
Interest on participant loans2019-12-31$838
Interest on participant loans2019-12-31$838
Interest earned on other investments2019-12-31$399
Interest earned on other investments2019-12-31$399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,534
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$130,950
Net investment gain/loss from pooled separate accounts2019-12-31$130,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$35,605
Contributions received in cash from employer2019-12-31$35,605
Employer contributions (assets) at end of year2019-12-31$35,605
Employer contributions (assets) at end of year2019-12-31$35,605
Employer contributions (assets) at beginning of year2019-12-31$28,873
Employer contributions (assets) at beginning of year2019-12-31$28,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$63,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$63,850
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAMILTON & MUSER, PC
Accountancy firm name2019-12-31HAMILTON & MUSER, PC
Accountancy firm EIN2019-12-31232213999
2018 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$123,847
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$106,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$104,747
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$170,053
Value of total assets at end of year2018-12-31$647,635
Value of total assets at beginning of year2018-12-31$629,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,346
Total interest from all sources2018-12-31$2,094
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$122,057
Participant contributions at end of year2018-12-31$17,575
Participant contributions at beginning of year2018-12-31$21,109
Participant contributions at end of year2018-12-31$4,841
Participant contributions at beginning of year2018-12-31$3,771
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,158
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$17,754
Value of net assets at end of year (total assets less liabilities)2018-12-31$647,635
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$629,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$586,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$564,943
Interest on participant loans2018-12-31$848
Interest earned on other investments2018-12-31$1,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,058
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-48,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$27,838
Employer contributions (assets) at end of year2018-12-31$28,873
Employer contributions (assets) at beginning of year2018-12-31$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$104,747
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HAMILTON & MUSSER, PC
Accountancy firm EIN2018-12-31232213999
2017 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$209,694
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$149,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$148,190
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$132,403
Value of total assets at end of year2017-12-31$629,881
Value of total assets at beginning of year2017-12-31$569,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,244
Total interest from all sources2017-12-31$1,153
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$102,332
Participant contributions at end of year2017-12-31$21,109
Participant contributions at beginning of year2017-12-31$24,798
Participant contributions at end of year2017-12-31$3,771
Participant contributions at beginning of year2017-12-31$3,488
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$60,260
Value of net assets at end of year (total assets less liabilities)2017-12-31$629,881
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$569,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$564,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$510,969
Interest on participant loans2017-12-31$1,018
Interest earned on other investments2017-12-31$135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$15,366
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$76,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$30,071
Employer contributions (assets) at end of year2017-12-31$30,000
Employer contributions (assets) at beginning of year2017-12-31$15,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$148,190
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RKL LLP
Accountancy firm EIN2017-12-31232108173
2016 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$198,890
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$68,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$63,460
Expenses. Certain deemed distributions of participant loans2016-12-31$3,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$159,916
Value of total assets at end of year2016-12-31$569,621
Value of total assets at beginning of year2016-12-31$438,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,123
Total interest from all sources2016-12-31$854
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$84,270
Participant contributions at end of year2016-12-31$24,798
Participant contributions at beginning of year2016-12-31$8,519
Participant contributions at end of year2016-12-31$3,488
Participant contributions at beginning of year2016-12-31$3,116
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$60,439
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$130,750
Value of net assets at end of year (total assets less liabilities)2016-12-31$569,621
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$438,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$510,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$374,595
Interest on participant loans2016-12-31$501
Interest earned on other investments2016-12-31$353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$34,641
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$38,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$15,207
Employer contributions (assets) at end of year2016-12-31$15,000
Employer contributions (assets) at beginning of year2016-12-31$18,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$63,460
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RKL LLP
Accountancy firm EIN2016-12-31232108173
2015 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$143,194
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$188,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$188,296
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$148,414
Value of total assets at end of year2015-12-31$438,871
Value of total assets at beginning of year2015-12-31$484,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$658
Total interest from all sources2015-12-31$749
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$98,337
Participant contributions at end of year2015-12-31$8,519
Participant contributions at beginning of year2015-12-31$10,898
Participant contributions at end of year2015-12-31$3,116
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$32,077
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-45,760
Value of net assets at end of year (total assets less liabilities)2015-12-31$438,871
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$484,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$374,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$437,775
Interest on participant loans2015-12-31$457
Interest earned on other investments2015-12-31$292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$34,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$20,958
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-5,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$18,000
Employer contributions (assets) at end of year2015-12-31$18,000
Employer contributions (assets) at beginning of year2015-12-31$15,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$188,296
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2015-12-31232108173
2014 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$135,347
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,561
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$113,019
Value of total assets at end of year2014-12-31$484,631
Value of total assets at beginning of year2014-12-31$355,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$595
Total interest from all sources2014-12-31$326
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$571
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$4,069
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$86,019
Participant contributions at end of year2014-12-31$10,898
Participant contributions at beginning of year2014-12-31$143
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$129,191
Value of net assets at end of year (total assets less liabilities)2014-12-31$484,631
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$355,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$437,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$256,204
Interest on participant loans2014-12-31$231
Interest earned on other investments2014-12-31$95
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$38,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$60,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$60,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$20,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$17,519
Net investment gain/loss from pooled separate accounts2014-12-31$2,442
Net investment gain or loss from common/collective trusts2014-12-31$1,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$27,000
Employer contributions (assets) at end of year2014-12-31$15,000
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,561
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REINSEL KUNTZ LESHER
Accountancy firm EIN2014-12-31232108173
2013 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$134,071
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,061
Expenses. Certain deemed distributions of participant loans2013-12-31$343
Value of total corrective distributions2013-12-31$807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$75,692
Value of total assets at end of year2013-12-31$355,440
Value of total assets at beginning of year2013-12-31$228,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$275
Total interest from all sources2013-12-31$354
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$10,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$10,241
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$23,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$67,852
Participant contributions at end of year2013-12-31$143
Participant contributions at beginning of year2013-12-31$42
Administrative expenses (other) incurred2013-12-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$126,585
Value of net assets at end of year (total assets less liabilities)2013-12-31$355,440
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$228,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$256,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$164,931
Interest on participant loans2013-12-31$354
Value of interest in common/collective trusts at end of year2013-12-31$38,428
Value of interest in common/collective trusts at beginning of year2013-12-31$23,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$60,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$40,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$40,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$42,828
Net investment gain or loss from common/collective trusts2013-12-31$4,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,061
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REINSEL KUNTZ LESHER
Accountancy firm EIN2013-12-31232108173
2012 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$90,091
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,142
Expenses. Certain deemed distributions of participant loans2012-12-31$3,164
Value of total corrective distributions2012-12-31$1,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$69,964
Value of total assets at end of year2012-12-31$228,855
Value of total assets at beginning of year2012-12-31$144,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$175
Total interest from all sources2012-12-31$364
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,592
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$59,964
Participant contributions at end of year2012-12-31$42
Participant contributions at beginning of year2012-12-31$1,942
Administrative expenses (other) incurred2012-12-31$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$84,455
Value of net assets at end of year (total assets less liabilities)2012-12-31$228,855
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$144,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$164,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$107,906
Interest on participant loans2012-12-31$364
Value of interest in common/collective trusts at end of year2012-12-31$23,373
Value of interest in common/collective trusts at beginning of year2012-12-31$13,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$40,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$21,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$21,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,390
Net investment gain or loss from common/collective trusts2012-12-31$1,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,142
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REINSEL KUNTZ LESHER
Accountancy firm EIN2012-12-31232108173
2011 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$48,542
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$24,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,181
Expenses. Certain deemed distributions of participant loans2011-12-31$1,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$54,175
Value of total assets at end of year2011-12-31$144,400
Value of total assets at beginning of year2011-12-31$120,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$450
Total interest from all sources2011-12-31$177
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,211
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$13,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$44,639
Participant contributions at end of year2011-12-31$1,942
Administrative expenses (other) incurred2011-12-31$450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$24,276
Value of net assets at end of year (total assets less liabilities)2011-12-31$144,400
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$120,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$107,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$102,341
Interest on participant loans2011-12-31$177
Value of interest in common/collective trusts at end of year2011-12-31$13,512
Value of interest in common/collective trusts at beginning of year2011-12-31$9,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$21,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,485
Net investment gain or loss from common/collective trusts2011-12-31$-536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,181
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REINSEL KUNTZ LESHER
Accountancy firm EIN2011-12-31232108173
2009 : TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TYPICAL LIFE CORP 401(K) SAVINGS PLAN

2021: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TYPICAL LIFE CORP 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059266C
Policy instance 1
Insurance contract or identification number059266C
Number of Individuals Covered249
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $386
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees386
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059266C
Policy instance 1
Insurance contract or identification number059266C
Number of Individuals Covered233
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $386
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees386
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059266C
Policy instance 1
Insurance contract or identification number059266C
Number of Individuals Covered238
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $152
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees152
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059266C
Policy instance 1
Insurance contract or identification number059266C
Number of Individuals Covered219
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $553
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees553
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059266C
Policy instance 1
Insurance contract or identification number059266C
Number of Individuals Covered194
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $345
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees345
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker namePHILADELPHIA REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059266C
Policy instance 1
Insurance contract or identification number059266C
Number of Individuals Covered105
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $532
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 fees532
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePHILADELPHIA REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059266C
Policy instance 1
Insurance contract or identification number059266C
Number of Individuals Covered87
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 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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