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OXFAM AMERICA 403B PLAN 401k Plan overview

Plan NameOXFAM AMERICA 403B PLAN
Plan identification number 002

OXFAM AMERICA 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

OXFAM AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:OXFAM AMERICA, INC.
Employer identification number (EIN):237069110
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OXFAM AMERICA 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01EMILY DELUCA
0022016-01-01EMILY DELUCA
0022015-01-01MARK KRIPP
0022014-01-01MARK KRIPP MARK KRIPP2015-07-23
0022013-01-01MARK KRIPP MARK KRIPP2014-10-15
0022012-01-01MARK KRIPP MARK KRIPP2013-08-26
0022011-01-01MARK KRIPP MARK KRIPP2012-07-29
0022010-01-01MARK KRIPP
0022009-01-01MARK KRIPP
0022009-01-01MARK KRIPP
0022008-01-01MARK KRIPP
0022007-01-01MARK KRIPP
0022006-01-01MARK KRIPP
0022005-01-01MARK KRIPP
0022004-01-01MARK KRIPP
0022003-01-01MARK KRIPP
0022002-01-01MARK KRIPP
0022001-01-01MARK KRIPP
0022000-01-01MARK KRIPP
0021999-01-01MARK KRIPP
0021998-01-01MARK KRIPP
0021997-01-01MARK KRIPP
0021996-01-01MARK KRIPP
0021995-01-01MARK KRIPP
0021994-01-01MARK KRIPP
0021993-01-01MARK KRIPP
0021992-01-01MARK KRIPP
0021991-01-01MARK KRIPP
0021990-01-01MARK KRIPP
0021989-01-01MARK KRIPP
0021988-01-01MARK KRIPP
0021987-01-01MARK KRIPP
0021986-01-01MARK KRIPP
0021985-01-01MARK KRIPP
0021984-01-01MARK KRIPP
0021983-01-01MARK KRIPP
0021982-05-01MARK KRIPP

Plan Statistics for OXFAM AMERICA 403B PLAN

401k plan membership statisitcs for OXFAM AMERICA 403B PLAN

Measure Date Value
2022: OXFAM AMERICA 403B PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01321
Total number of active participants reported on line 7a of the Form 55002022-01-01236
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0182
Total of all active and inactive participants2022-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01320
Number of participants with account balances2022-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OXFAM AMERICA 403B PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01342
Total number of active participants reported on line 7a of the Form 55002021-01-01243
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01321
Number of participants with account balances2021-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OXFAM AMERICA 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01325
Total number of active participants reported on line 7a of the Form 55002020-01-01267
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0175
Total of all active and inactive participants2020-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01342
Number of participants with account balances2020-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OXFAM AMERICA 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01262
Total number of active participants reported on line 7a of the Form 55002019-01-01255
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01325
Number of participants with account balances2019-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OXFAM AMERICA 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01270
Total number of active participants reported on line 7a of the Form 55002018-01-01152
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01110
Total of all active and inactive participants2018-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01262
Number of participants with account balances2018-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OXFAM AMERICA 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01346
Total number of active participants reported on line 7a of the Form 55002017-01-01163
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01105
Total of all active and inactive participants2017-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01270
Number of participants with account balances2017-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OXFAM AMERICA 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01338
Total number of active participants reported on line 7a of the Form 55002016-01-01248
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0197
Total of all active and inactive participants2016-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01346
Number of participants with account balances2016-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OXFAM AMERICA 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01310
Total number of active participants reported on line 7a of the Form 55002015-01-01242
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01338
Number of participants with account balances2015-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OXFAM AMERICA 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01298
Total number of active participants reported on line 7a of the Form 55002014-01-01219
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0186
Total of all active and inactive participants2014-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01305
Number of participants with account balances2014-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OXFAM AMERICA 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01280
Total number of active participants reported on line 7a of the Form 55002013-01-01208
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0190
Total of all active and inactive participants2013-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01298
Number of participants with account balances2013-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OXFAM AMERICA 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01314
Total number of active participants reported on line 7a of the Form 55002012-01-01194
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0186
Total of all active and inactive participants2012-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01280
Number of participants with account balances2012-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: OXFAM AMERICA 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01208
Total number of active participants reported on line 7a of the Form 55002011-01-01242
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01314
Number of participants with account balances2011-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: OXFAM AMERICA 403B PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01129
Total number of active participants reported on line 7a of the Form 55002010-01-01152
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0167
Total of all active and inactive participants2010-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01219
Number of participants with account balances2010-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: OXFAM AMERICA 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01163
Total number of active participants reported on line 7a of the Form 55002009-01-01127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01181
Number of participants with account balances2009-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: OXFAM AMERICA 403B PLAN 2008 401k membership
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2007: OXFAM AMERICA 403B PLAN 2007 401k membership
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
2006: OXFAM AMERICA 403B PLAN 2006 401k membership
Total of all active and inactive participants2006-01-010
Total participants2006-01-010
2005: OXFAM AMERICA 403B PLAN 2005 401k membership
Total of all active and inactive participants2005-01-010
Total participants2005-01-010
2004: OXFAM AMERICA 403B PLAN 2004 401k membership
Total of all active and inactive participants2004-01-010
Total participants2004-01-010
2003: OXFAM AMERICA 403B PLAN 2003 401k membership
Total of all active and inactive participants2003-01-010
Total participants2003-01-010
2002: OXFAM AMERICA 403B PLAN 2002 401k membership
Total of all active and inactive participants2002-01-010
Total participants2002-01-010
2001: OXFAM AMERICA 403B PLAN 2001 401k membership
Total of all active and inactive participants2001-01-010
Total participants2001-01-010
2000: OXFAM AMERICA 403B PLAN 2000 401k membership
Total of all active and inactive participants2000-01-010
Total participants2000-01-010
1999: OXFAM AMERICA 403B PLAN 1999 401k membership
Total of all active and inactive participants1999-01-010
Total participants1999-01-010
1998: OXFAM AMERICA 403B PLAN 1998 401k membership
Total of all active and inactive participants1998-01-010
Total participants1998-01-010
1997: OXFAM AMERICA 403B PLAN 1997 401k membership
Total of all active and inactive participants1997-01-010
Total participants1997-01-010
1996: OXFAM AMERICA 403B PLAN 1996 401k membership
Total of all active and inactive participants1996-01-010
Total participants1996-01-010
1995: OXFAM AMERICA 403B PLAN 1995 401k membership
Total of all active and inactive participants1995-01-010
Total participants1995-01-010
1994: OXFAM AMERICA 403B PLAN 1994 401k membership
Total of all active and inactive participants1994-01-010
Total participants1994-01-010
1993: OXFAM AMERICA 403B PLAN 1993 401k membership
Total of all active and inactive participants1993-01-010
Total participants1993-01-010
1992: OXFAM AMERICA 403B PLAN 1992 401k membership
Total of all active and inactive participants1992-01-010
Total participants1992-01-010
1991: OXFAM AMERICA 403B PLAN 1991 401k membership
Total of all active and inactive participants1991-01-010
Total participants1991-01-010
1990: OXFAM AMERICA 403B PLAN 1990 401k membership
Total of all active and inactive participants1990-01-010
Total participants1990-01-010
1989: OXFAM AMERICA 403B PLAN 1989 401k membership
Total of all active and inactive participants1989-01-010
Total participants1989-01-010
1988: OXFAM AMERICA 403B PLAN 1988 401k membership
Total of all active and inactive participants1988-01-010
Total participants1988-01-010
1987: OXFAM AMERICA 403B PLAN 1987 401k membership
Total of all active and inactive participants1987-01-010
Total participants1987-01-010
1986: OXFAM AMERICA 403B PLAN 1986 401k membership
Total of all active and inactive participants1986-01-010
Total participants1986-01-010
1985: OXFAM AMERICA 403B PLAN 1985 401k membership
Total of all active and inactive participants1985-01-010
Total participants1985-01-010
1984: OXFAM AMERICA 403B PLAN 1984 401k membership
Total of all active and inactive participants1984-01-010
Total participants1984-01-010
1983: OXFAM AMERICA 403B PLAN 1983 401k membership
Total of all active and inactive participants1983-01-010
Total participants1983-01-010
1982: OXFAM AMERICA 403B PLAN 1982 401k membership
Total of all active and inactive participants1982-05-010
Total participants1982-05-010

Financial Data on OXFAM AMERICA 403B PLAN

Measure Date Value
2022 : OXFAM AMERICA 403B PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,503,276
Total of all expenses incurred2022-12-31$1,977,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,911,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,786,622
Value of total assets at end of year2022-12-31$16,847,088
Value of total assets at beginning of year2022-12-31$20,327,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$65,384
Total interest from all sources2022-12-31$6,859
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$335,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$335,402
Administrative expenses professional fees incurred2022-12-31$19,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,669,724
Participant contributions at end of year2022-12-31$89,650
Participant contributions at beginning of year2022-12-31$59,368
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$116,898
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$54
Administrative expenses (other) incurred2022-12-31$46,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,480,511
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,847,088
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,327,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,685,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,994,316
Value of interest in pooled separate accounts at end of year2022-12-31$874,482
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,079,495
Interest on participant loans2022-12-31$3,773
Interest earned on other investments2022-12-31$3,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$197,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$194,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,472,927
Net investment gain/loss from pooled separate accounts2022-12-31$-159,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,911,851
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : OXFAM AMERICA 403B PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,007,977
Total of all expenses incurred2021-12-31$1,449,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,381,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,664,291
Value of total assets at end of year2021-12-31$20,327,599
Value of total assets at beginning of year2021-12-31$17,768,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,695
Total interest from all sources2021-12-31$10,606
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$363,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$363,920
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$1,623,262
Participant contributions at end of year2021-12-31$59,368
Participant contributions at beginning of year2021-12-31$120,395
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$41,029
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$54
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$301
Administrative expenses (other) incurred2021-12-31$48,695
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$2,558,742
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,327,599
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,768,857
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
Investment advisory and management fees2021-12-31$19,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,994,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,492,202
Value of interest in pooled separate accounts at end of year2021-12-31$1,079,495
Value of interest in pooled separate accounts at beginning of year2021-12-31$947,097
Interest on participant loans2021-12-31$4,852
Interest earned on other investments2021-12-31$5,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$194,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$208,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,807,980
Net investment gain/loss from pooled separate accounts2021-12-31$161,180
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,381,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31MAYER HOFFMAN MACCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : OXFAM AMERICA 403B PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,918,817
Total of all expenses incurred2020-12-31$1,966,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,908,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,738,647
Value of total assets at end of year2020-12-31$17,768,857
Value of total assets at beginning of year2020-12-31$15,816,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,654
Total interest from all sources2020-12-31$11,722
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$272,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$272,125
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$1,639,402
Participant contributions at end of year2020-12-31$120,395
Participant contributions at beginning of year2020-12-31$121,172
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$99,245
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$301
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$181
Administrative expenses (other) incurred2020-12-31$38,654
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$1,952,497
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,768,857
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,816,360
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
Investment advisory and management fees2020-12-31$19,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,492,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,597,656
Value of interest in pooled separate accounts at end of year2020-12-31$947,097
Value of interest in pooled separate accounts at beginning of year2020-12-31$894,371
Interest on participant loans2020-12-31$5,013
Interest earned on other investments2020-12-31$6,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$208,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$202,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,750,670
Net investment gain/loss from pooled separate accounts2020-12-31$145,653
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,908,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31MAYER HOFFMAN MCCANN P.C
Accountancy firm EIN2020-12-31431947695
2019 : OXFAM AMERICA 403B PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,295,713
Total income from all sources (including contributions)2019-12-31$4,295,713
Total of all expenses incurred2019-12-31$676,291
Total of all expenses incurred2019-12-31$676,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$622,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$622,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,574,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,574,246
Value of total assets at end of year2019-12-31$15,816,360
Value of total assets at end of year2019-12-31$15,816,360
Value of total assets at beginning of year2019-12-31$12,196,938
Value of total assets at beginning of year2019-12-31$12,196,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,363
Total interest from all sources2019-12-31$10,990
Total interest from all sources2019-12-31$10,990
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$319,606
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$319,606
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$319,606
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$319,606
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$1,514,266
Contributions received from participants2019-12-31$1,514,266
Participant contributions at end of year2019-12-31$121,172
Participant contributions at end of year2019-12-31$121,172
Participant contributions at beginning of year2019-12-31$76,236
Participant contributions at beginning of year2019-12-31$76,236
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,980
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,980
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$181
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$181
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$74
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$74
Administrative expenses (other) incurred2019-12-31$34,363
Administrative expenses (other) incurred2019-12-31$34,363
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$3,619,422
Value of net income/loss2019-12-31$3,619,422
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,816,360
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,816,360
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,196,938
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,196,938
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
Investment advisory and management fees2019-12-31$19,000
Investment advisory and management fees2019-12-31$19,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,597,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,597,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,194,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,194,299
Value of interest in pooled separate accounts at end of year2019-12-31$894,371
Value of interest in pooled separate accounts at end of year2019-12-31$894,371
Value of interest in pooled separate accounts at beginning of year2019-12-31$675,094
Value of interest in pooled separate accounts at beginning of year2019-12-31$675,094
Interest on participant loans2019-12-31$4,468
Interest on participant loans2019-12-31$4,468
Interest earned on other investments2019-12-31$6,522
Interest earned on other investments2019-12-31$6,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$202,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$202,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$251,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$251,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,223,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,223,869
Net investment gain/loss from pooled separate accounts2019-12-31$167,002
Net investment gain/loss from pooled separate accounts2019-12-31$167,002
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$622,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$622,928
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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
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 name2019-12-31MAYER HOFFMAN MCCANN P.C
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C
Accountancy firm EIN2019-12-31431947695
Accountancy firm EIN2019-12-31431947695
2018 : OXFAM AMERICA 403B PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$666,591
Total of all expenses incurred2018-12-31$2,099,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,018,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,430,832
Value of total assets at end of year2018-12-31$12,196,938
Value of total assets at beginning of year2018-12-31$13,629,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$80,749
Total interest from all sources2018-12-31$7,623
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$275,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$275,763
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$1,424,128
Participant contributions at end of year2018-12-31$76,236
Participant contributions at beginning of year2018-12-31$9,758
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,704
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$74
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$15
Other income not declared elsewhere2018-12-31$27,867
Administrative expenses (other) incurred2018-12-31$61,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,433,023
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,196,938
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,629,961
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
Investment advisory and management fees2018-12-31$19,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,194,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,559,092
Value of interest in pooled separate accounts at end of year2018-12-31$675,094
Value of interest in pooled separate accounts at beginning of year2018-12-31$845,863
Interest on participant loans2018-12-31$1,248
Interest earned on other investments2018-12-31$6,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$251,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$215,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,022,284
Net investment gain/loss from pooled separate accounts2018-12-31$-53,210
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,018,865
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : OXFAM AMERICA 403B PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,492,925
Total of all expenses incurred2017-12-31$838,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$768,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,461,343
Value of total assets at end of year2017-12-31$13,629,961
Value of total assets at beginning of year2017-12-31$10,975,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$69,360
Total interest from all sources2017-12-31$6,198
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$233,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$233,324
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,410,058
Participant contributions at end of year2017-12-31$9,758
Participant contributions at beginning of year2017-12-31$9,496
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$51,285
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$32
Other income not declared elsewhere2017-12-31$24,654
Administrative expenses (other) incurred2017-12-31$51,943
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$2,654,858
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,629,961
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,975,103
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
Investment advisory and management fees2017-12-31$17,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,559,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,889,657
Value of interest in pooled separate accounts at end of year2017-12-31$845,863
Value of interest in pooled separate accounts at beginning of year2017-12-31$913,065
Interest on participant loans2017-12-31$427
Interest earned on other investments2017-12-31$5,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$215,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$162,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,630,322
Net investment gain/loss from pooled separate accounts2017-12-31$137,084
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$768,707
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : OXFAM AMERICA 403B PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,063,438
Total of all expenses incurred2016-12-31$726,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$716,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,442,506
Value of total assets at end of year2016-12-31$10,975,103
Value of total assets at beginning of year2016-12-31$9,637,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,007
Total interest from all sources2016-12-31$6,568
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$202,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$202,882
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 period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,347,788
Participant contributions at end of year2016-12-31$9,496
Participant contributions at beginning of year2016-12-31$38,954
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$94,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$32
Administrative expenses (other) incurred2016-12-31$10,007
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$1,337,112
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,975,103
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,637,991
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$9,889,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,510,018
Value of interest in pooled separate accounts at end of year2016-12-31$913,065
Value of interest in pooled separate accounts at beginning of year2016-12-31$927,992
Interest on participant loans2016-12-31$1,782
Interest earned on other investments2016-12-31$4,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$162,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$161,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$333,792
Net investment gain/loss from pooled separate accounts2016-12-31$77,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$-19
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$716,319
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : OXFAM AMERICA 403B 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$1,077,860
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$708,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$707,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,238,150
Value of total assets at end of year2015-12-31$9,637,991
Value of total assets at beginning of year2015-12-31$9,268,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$550
Total interest from all sources2015-12-31$5,895
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$522,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$522,768
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,225,958
Participant contributions at end of year2015-12-31$38,954
Participant contributions at beginning of year2015-12-31$18,140
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,192
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$369,329
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,637,991
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,268,662
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
Investment advisory and management fees2015-12-31$550
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,510,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,471,669
Value of interest in pooled separate accounts at end of year2015-12-31$927,992
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,089,486
Interest on participant loans2015-12-31$1,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$530,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$530,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$161,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$158,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-681,121
Net investment gain/loss from pooled separate accounts2015-12-31$-7,832
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$707,981
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 name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : OXFAM AMERICA 403B 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$1,701,163
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,081,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,080,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,167,345
Value of total assets at end of year2014-12-31$9,268,662
Value of total assets at beginning of year2014-12-31$8,649,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$641
Total interest from all sources2014-12-31$5,989
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$392,802
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$392,802
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,112,051
Participant contributions at end of year2014-12-31$18,140
Participant contributions at beginning of year2014-12-31$6,724
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$55,294
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$619,536
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,268,662
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,649,126
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$7,471,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,826,472
Value of interest in pooled separate accounts at end of year2014-12-31$1,089,486
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,138,201
Interest on participant loans2014-12-31$394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$530,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$485,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$485,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$158,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$191,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$47,360
Net investment gain/loss from pooled separate accounts2014-12-31$87,667
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,080,986
Contract administrator fees2014-12-31$641
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 name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : OXFAM AMERICA 403B 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$2,388,441
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$229,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$229,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,172,982
Value of total assets at end of year2013-12-31$8,649,126
Value of total assets at beginning of year2013-12-31$6,490,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$656
Total interest from all sources2013-12-31$6,070
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$245,813
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$245,813
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$1,054,603
Participant contributions at end of year2013-12-31$6,724
Participant contributions at beginning of year2013-12-31$9,075
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$118,379
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$2,158,595
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,649,126
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,490,531
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$6,826,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,670,044
Value of interest in pooled separate accounts at end of year2013-12-31$1,138,201
Value of interest in pooled separate accounts at beginning of year2013-12-31$934,372
Interest on participant loans2013-12-31$377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$485,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$679,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$679,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$191,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$197,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$765,312
Net investment gain/loss from pooled separate accounts2013-12-31$198,264
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$229,190
Contract administrator fees2013-12-31$656
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 name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : OXFAM AMERICA 403B 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$1,715,007
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$311,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$311,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,077,330
Value of total assets at end of year2012-12-31$6,490,531
Value of total assets at beginning of year2012-12-31$5,087,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$718
Total interest from all sources2012-12-31$6,744
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$120,860
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$120,860
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$1,042,293
Participant contributions at end of year2012-12-31$9,075
Participant contributions at beginning of year2012-12-31$15,208
Participant contributions at beginning of year2012-12-31$40,441
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$35,037
Other income not declared elsewhere2012-12-31$95,970
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$1,403,255
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,490,531
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,087,276
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$4,670,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,547,058
Value of interest in pooled separate accounts at end of year2012-12-31$934,372
Value of interest in pooled separate accounts at beginning of year2012-12-31$916,532
Interest on participant loans2012-12-31$721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$679,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$370,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$370,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$197,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$197,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$414,103
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$311,034
Contract administrator fees2012-12-31$718
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 name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : OXFAM AMERICA 403B 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$900,132
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$140,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$139,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$929,047
Value of total assets at end of year2011-12-31$5,087,276
Value of total assets at beginning of year2011-12-31$4,327,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$753
Total interest from all sources2011-12-31$88,180
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$925,524
Participant contributions at end of year2011-12-31$15,208
Participant contributions at end of year2011-12-31$40,441
Participant contributions at beginning of year2011-12-31$36,846
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,523
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$759,825
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,087,276
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,327,451
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$3,547,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,918,135
Value of interest in pooled separate accounts at end of year2011-12-31$916,532
Value of interest in pooled separate accounts at beginning of year2011-12-31$928,775
Interest on participant loans2011-12-31$276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$370,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$251,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$251,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$87,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$197,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$192,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-112,316
Net investment gain/loss from pooled separate accounts2011-12-31$-4,779
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$139,554
Contract administrator fees2011-12-31$753
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 name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : OXFAM AMERICA 403B PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,282,485
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$218,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$217,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$854,708
Value of total assets at end of year2010-12-31$4,327,451
Value of total assets at beginning of year2010-12-31$3,263,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$785
Total interest from all sources2010-12-31$45,696
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$822,020
Participant contributions at end of year2010-12-31$36,846
Participant contributions at beginning of year2010-12-31$17,274
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$32,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,063,858
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,327,451
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,263,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,918,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,900,646
Value of interest in pooled separate accounts at end of year2010-12-31$928,775
Value of interest in pooled separate accounts at beginning of year2010-12-31$801,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$251,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$304,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$304,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$45,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$192,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$239,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$271,333
Net investment gain/loss from pooled separate accounts2010-12-31$110,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$217,842
Contract administrator fees2010-12-31$785
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695
2009 : OXFAM AMERICA 403B 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 OXFAM AMERICA 403B PLAN

2022: OXFAM AMERICA 403B PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OXFAM AMERICA 403B PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OXFAM AMERICA 403B PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OXFAM AMERICA 403B PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OXFAM AMERICA 403B PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OXFAM AMERICA 403B PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OXFAM AMERICA 403B PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OXFAM AMERICA 403B 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
2015-01-01Plan benefit arrangement - TrustYes
2014: OXFAM AMERICA 403B 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
2014-01-01Plan benefit arrangement - TrustYes
2013: OXFAM AMERICA 403B 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OXFAM AMERICA 403B 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OXFAM AMERICA 403B 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OXFAM AMERICA 403B PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OXFAM AMERICA 403B 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: OXFAM AMERICA 403B PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: OXFAM AMERICA 403B PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: OXFAM AMERICA 403B PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: OXFAM AMERICA 403B PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2004: OXFAM AMERICA 403B PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2003: OXFAM AMERICA 403B PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2002: OXFAM AMERICA 403B PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2001: OXFAM AMERICA 403B PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2000: OXFAM AMERICA 403B PLAN 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedNo
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
1999: OXFAM AMERICA 403B PLAN 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Submission has been amendedNo
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo
1998: OXFAM AMERICA 403B PLAN 1998 form 5500 responses
1998-01-01Type of plan entitySingle employer plan
1998-01-01Submission has been amendedNo
1998-01-01This submission is the final filingNo
1998-01-01This return/report is a short plan year return/report (less than 12 months)No
1998-01-01Plan is a collectively bargained planNo
1997: OXFAM AMERICA 403B PLAN 1997 form 5500 responses
1997-01-01Type of plan entitySingle employer plan
1997-01-01Submission has been amendedNo
1997-01-01This submission is the final filingNo
1997-01-01This return/report is a short plan year return/report (less than 12 months)No
1997-01-01Plan is a collectively bargained planNo
1996: OXFAM AMERICA 403B PLAN 1996 form 5500 responses
1996-01-01Type of plan entitySingle employer plan
1996-01-01Submission has been amendedNo
1996-01-01This submission is the final filingNo
1996-01-01This return/report is a short plan year return/report (less than 12 months)No
1996-01-01Plan is a collectively bargained planNo
1995: OXFAM AMERICA 403B PLAN 1995 form 5500 responses
1995-01-01Type of plan entitySingle employer plan
1995-01-01Submission has been amendedNo
1995-01-01This submission is the final filingNo
1995-01-01This return/report is a short plan year return/report (less than 12 months)No
1995-01-01Plan is a collectively bargained planNo
1994: OXFAM AMERICA 403B PLAN 1994 form 5500 responses
1994-01-01Type of plan entitySingle employer plan
1994-01-01Submission has been amendedNo
1994-01-01This submission is the final filingNo
1994-01-01This return/report is a short plan year return/report (less than 12 months)No
1994-01-01Plan is a collectively bargained planNo
1993: OXFAM AMERICA 403B PLAN 1993 form 5500 responses
1993-01-01Type of plan entitySingle employer plan
1993-01-01Submission has been amendedNo
1993-01-01This submission is the final filingNo
1993-01-01This return/report is a short plan year return/report (less than 12 months)No
1993-01-01Plan is a collectively bargained planNo
1992: OXFAM AMERICA 403B PLAN 1992 form 5500 responses
1992-01-01Type of plan entitySingle employer plan
1992-01-01Submission has been amendedNo
1992-01-01This submission is the final filingNo
1992-01-01This return/report is a short plan year return/report (less than 12 months)No
1992-01-01Plan is a collectively bargained planNo
1991: OXFAM AMERICA 403B PLAN 1991 form 5500 responses
1991-01-01Type of plan entitySingle employer plan
1991-01-01Submission has been amendedNo
1991-01-01This submission is the final filingNo
1991-01-01This return/report is a short plan year return/report (less than 12 months)No
1991-01-01Plan is a collectively bargained planNo
1990: OXFAM AMERICA 403B PLAN 1990 form 5500 responses
1990-01-01Type of plan entitySingle employer plan
1990-01-01Submission has been amendedNo
1990-01-01This submission is the final filingNo
1990-01-01This return/report is a short plan year return/report (less than 12 months)No
1990-01-01Plan is a collectively bargained planNo
1989: OXFAM AMERICA 403B PLAN 1989 form 5500 responses
1989-01-01Type of plan entitySingle employer plan
1989-01-01Submission has been amendedNo
1989-01-01This submission is the final filingNo
1989-01-01This return/report is a short plan year return/report (less than 12 months)No
1989-01-01Plan is a collectively bargained planNo
1988: OXFAM AMERICA 403B PLAN 1988 form 5500 responses
1988-01-01Type of plan entitySingle employer plan
1988-01-01Submission has been amendedNo
1988-01-01This submission is the final filingNo
1988-01-01This return/report is a short plan year return/report (less than 12 months)No
1988-01-01Plan is a collectively bargained planNo
1987: OXFAM AMERICA 403B PLAN 1987 form 5500 responses
1987-01-01Type of plan entitySingle employer plan
1987-01-01Submission has been amendedNo
1987-01-01This submission is the final filingNo
1987-01-01This return/report is a short plan year return/report (less than 12 months)No
1987-01-01Plan is a collectively bargained planNo
1986: OXFAM AMERICA 403B PLAN 1986 form 5500 responses
1986-01-01Type of plan entitySingle employer plan
1986-01-01Submission has been amendedNo
1986-01-01This submission is the final filingNo
1986-01-01This return/report is a short plan year return/report (less than 12 months)No
1986-01-01Plan is a collectively bargained planNo
1985: OXFAM AMERICA 403B PLAN 1985 form 5500 responses
1985-01-01Type of plan entitySingle employer plan
1985-01-01Submission has been amendedNo
1985-01-01This submission is the final filingNo
1985-01-01This return/report is a short plan year return/report (less than 12 months)No
1985-01-01Plan is a collectively bargained planNo
1984: OXFAM AMERICA 403B PLAN 1984 form 5500 responses
1984-01-01Type of plan entitySingle employer plan
1984-01-01Submission has been amendedNo
1984-01-01This submission is the final filingNo
1984-01-01This return/report is a short plan year return/report (less than 12 months)No
1984-01-01Plan is a collectively bargained planNo
1983: OXFAM AMERICA 403B PLAN 1983 form 5500 responses
1983-01-01Type of plan entitySingle employer plan
1983-01-01Submission has been amendedNo
1983-01-01This submission is the final filingNo
1983-01-01This return/report is a short plan year return/report (less than 12 months)No
1983-01-01Plan is a collectively bargained planNo
1982: OXFAM AMERICA 403B PLAN 1982 form 5500 responses
1982-05-01Type of plan entitySingle employer plan
1982-05-01First time form 5500 has been submittedYes
1982-05-01Submission has been amendedNo
1982-05-01This submission is the final filingNo
1982-05-01This return/report is a short plan year return/report (less than 12 months)Yes
1982-05-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052533I
Policy instance 1
Insurance contract or identification number052533I
Number of Individuals Covered111
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052533I
Policy instance 1
Insurance contract or identification number052533I
Number of Individuals Covered111
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052533I
Policy instance 1
Insurance contract or identification number052533I
Number of Individuals Covered114
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052533I
Policy instance 1
Insurance contract or identification number052533I
Number of Individuals Covered117
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052533I
Policy instance 1
Insurance contract or identification number052533I
Number of Individuals Covered117
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052533I
Policy instance 1
Insurance contract or identification number052533I
Number of Individuals Covered122
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052533I
Policy instance 1
Insurance contract or identification number052533I
Number of Individuals Covered134
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052533I
Policy instance 1
Insurance contract or identification number052533I
Number of Individuals Covered137
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052533I
Policy instance 1
Insurance contract or identification number052533I
Number of Individuals Covered140
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052533I
Policy instance 1
Insurance contract or identification number052533I
Number of Individuals Covered141
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052533I10
Policy instance 1
Insurance contract or identification number052533I10
Number of Individuals Covered144
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052533I10
Policy instance 1
Insurance contract or identification number052533I10
Number of Individuals Covered145
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Amount paid for insurance broker fees3
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameMICHAEL R. MCGUIRE

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