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MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MAINSTAY LIFE SERVICES has sponsored the creation of one or more 401k plans.

Company Name:MAINSTAY LIFE SERVICES
Employer identification number (EIN):251215557
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01KIMBERLY SONAFELT
0012016-07-01JAMES KIRK
0012015-07-01JAMES KIRK
0012014-07-01JAMES KIRK
0012013-07-01JAMES KIRK
0012012-07-01JAMES KIRK
0012011-07-01JAMES KIRK
0012010-07-01JAMES KIRK
0012009-07-01JAMES KIRK

Plan Statistics for MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01390
Total number of active participants reported on line 7a of the Form 55002022-07-01382
Number of retired or separated participants receiving benefits2022-07-011
Number of other retired or separated participants entitled to future benefits2022-07-0127
Total of all active and inactive participants2022-07-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01410
Number of participants with account balances2022-07-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01424
Total number of active participants reported on line 7a of the Form 55002021-07-01349
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-0134
Total of all active and inactive participants2021-07-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01384
Number of participants with account balances2021-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01407
Total number of active participants reported on line 7a of the Form 55002020-07-01368
Number of retired or separated participants receiving benefits2020-07-013
Number of other retired or separated participants entitled to future benefits2020-07-0134
Total of all active and inactive participants2020-07-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01405
Number of participants with account balances2020-07-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01354
Total number of active participants reported on line 7a of the Form 55002019-07-01318
Number of retired or separated participants receiving benefits2019-07-014
Number of other retired or separated participants entitled to future benefits2019-07-0131
Total of all active and inactive participants2019-07-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01353
Number of participants with account balances2019-07-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
2018: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01344
Total number of active participants reported on line 7a of the Form 55002018-07-01279
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0156
Total of all active and inactive participants2018-07-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01335
Number of participants with account balances2018-07-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01333
Total number of active participants reported on line 7a of the Form 55002017-07-01273
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0157
Total of all active and inactive participants2017-07-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01330
Number of participants with account balances2017-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01333
Total number of active participants reported on line 7a of the Form 55002016-07-01262
Number of other retired or separated participants entitled to future benefits2016-07-0155
Total of all active and inactive participants2016-07-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01317
Number of participants with account balances2016-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01314
Total number of active participants reported on line 7a of the Form 55002015-07-01260
Number of other retired or separated participants entitled to future benefits2015-07-0145
Total of all active and inactive participants2015-07-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01305
Number of participants with account balances2015-07-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01323
Total number of active participants reported on line 7a of the Form 55002014-07-01241
Number of other retired or separated participants entitled to future benefits2014-07-0154
Total of all active and inactive participants2014-07-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01295
Number of participants with account balances2014-07-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
2013: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01325
Total number of active participants reported on line 7a of the Form 55002013-07-01255
Number of retired or separated participants receiving benefits2013-07-0159
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01314
Number of participants with account balances2013-07-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-016
2012: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01344
Total number of active participants reported on line 7a of the Form 55002012-07-01260
Number of retired or separated participants receiving benefits2012-07-0160
Total of all active and inactive participants2012-07-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01320
Number of participants with account balances2012-07-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
2011: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01339
Total number of active participants reported on line 7a of the Form 55002011-07-01303
Number of retired or separated participants receiving benefits2011-07-0144
Total of all active and inactive participants2011-07-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01348
Number of participants with account balances2011-07-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01341
Total number of active participants reported on line 7a of the Form 55002010-07-01257
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0151
Total of all active and inactive participants2010-07-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01308
Number of participants with account balances2010-07-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0110
2009: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01319
Total number of active participants reported on line 7a of the Form 55002009-07-01288
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0141
Total of all active and inactive participants2009-07-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01329
Number of participants with account balances2009-07-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$131
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$770
Total income from all sources (including contributions)2023-06-30$1,612,888
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$863,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$834,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$855,480
Value of total assets at end of year2023-06-30$8,080,246
Value of total assets at beginning of year2023-06-30$7,331,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$29,334
Total interest from all sources2023-06-30$29,343
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$510,607
Participant contributions at end of year2023-06-30$288,108
Participant contributions at beginning of year2023-06-30$227,077
Participant contributions at end of year2023-06-30$21,811
Participant contributions at beginning of year2023-06-30$12,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$749,155
Value of net assets at end of year (total assets less liabilities)2023-06-30$8,080,115
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$7,330,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$29,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$7,185,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$6,489,576
Value of interest in pooled separate accounts at end of year2023-06-30$0
Value of interest in pooled separate accounts at beginning of year2023-06-30$0
Interest on participant loans2023-06-30$12,613
Interest earned on other investments2023-06-30$16,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$570,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$593,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$728,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$344,873
Employer contributions (assets) at end of year2023-06-30$14,084
Employer contributions (assets) at beginning of year2023-06-30$8,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$834,399
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30MAHERDUESSEL
Accountancy firm EIN2023-06-30251622758
2022 : MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$770
Total income from all sources (including contributions)2022-06-30$-382,740
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,490,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,475,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$924,503
Value of total assets at end of year2022-06-30$7,331,730
Value of total assets at beginning of year2022-06-30$9,205,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$15,064
Total interest from all sources2022-06-30$10,904
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$506,338
Participant contributions at end of year2022-06-30$227,077
Participant contributions at beginning of year2022-06-30$142,257
Participant contributions at end of year2022-06-30$12,763
Participant contributions at beginning of year2022-06-30$12,893
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$82,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,873,311
Value of net assets at end of year (total assets less liabilities)2022-06-30$7,330,960
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,204,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$15,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$6,489,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,411,517
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$9,319
Interest earned on other investments2022-06-30$1,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$593,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$630,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,318,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$335,916
Employer contributions (assets) at end of year2022-06-30$8,543
Employer contributions (assets) at beginning of year2022-06-30$8,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,475,507
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MAHERDUESSEL
Accountancy firm EIN2022-06-30251622758
2021 : MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$770
Total income from all sources (including contributions)2021-06-30$2,876,246
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,152,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,127,397
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$844,142
Value of total assets at end of year2021-06-30$9,205,041
Value of total assets at beginning of year2021-06-30$7,481,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$25,239
Total interest from all sources2021-06-30$11,442
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$17,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$17,286
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$459,081
Participant contributions at end of year2021-06-30$142,257
Participant contributions at beginning of year2021-06-30$156,202
Participant contributions at end of year2021-06-30$12,893
Participant contributions at beginning of year2021-06-30$10,401
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$73,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Income. Non cash contributions2021-06-30$0
Value of net income/loss2021-06-30$1,723,610
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,204,271
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$7,480,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$25,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$8,411,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,675,764
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$0
Interest on participant loans2021-06-30$7,640
Interest earned on other investments2021-06-30$3,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$630,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$632,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,003,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$311,191
Employer contributions (assets) at end of year2021-06-30$8,001
Employer contributions (assets) at beginning of year2021-06-30$6,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,127,397
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MAHERDUESSEL
Accountancy firm EIN2021-06-30251622758
2020 : MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,969,153
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,270,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,235,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$988,605
Value of total assets at end of year2020-06-30$7,481,431
Value of total assets at beginning of year2020-06-30$6,781,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$34,664
Total interest from all sources2020-06-30$9,834
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$186,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$186,843
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$385,335
Participant contributions at end of year2020-06-30$156,202
Participant contributions at beginning of year2020-06-30$198,933
Participant contributions at end of year2020-06-30$10,401
Participant contributions at beginning of year2020-06-30$10,179
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$363,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$698,672
Value of net assets at end of year (total assets less liabilities)2020-06-30$7,480,661
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,781,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$34,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,675,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,309,426
Interest on participant loans2020-06-30$9,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$632,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$257,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$783,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$239,863
Employer contributions (assets) at end of year2020-06-30$6,638
Employer contributions (assets) at beginning of year2020-06-30$6,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,235,817
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30Yes
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MAHERDUESSEL
Accountancy firm EIN2020-06-30251622758
2019 : MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,053,417
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$396,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$344,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$673,437
Value of total assets at end of year2019-06-30$6,781,989
Value of total assets at beginning of year2019-06-30$6,125,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$52,323
Total interest from all sources2019-06-30$10,774
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$313,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$313,238
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$262,207
Participant contributions at end of year2019-06-30$198,933
Participant contributions at beginning of year2019-06-30$220,585
Participant contributions at end of year2019-06-30$10,179
Participant contributions at beginning of year2019-06-30$9,268
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$250,088
Administrative expenses (other) incurred2019-06-30$3,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$656,709
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,781,989
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,125,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$48,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,309,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,656,796
Interest on participant loans2019-06-30$10,774
Value of interest in common/collective trusts at end of year2019-06-30$257,358
Value of interest in common/collective trusts at beginning of year2019-06-30$233,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$55,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$161,142
Employer contributions (assets) at end of year2019-06-30$6,093
Employer contributions (assets) at beginning of year2019-06-30$5,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$344,385
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MAHERDUESSEL
Accountancy firm EIN2019-06-30251622758
2018 : MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$895,105
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$331,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$284,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$403,096
Value of total assets at end of year2018-06-30$6,125,280
Value of total assets at beginning of year2018-06-30$5,561,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$47,101
Total interest from all sources2018-06-30$10,988
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$243,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$243,683
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$250,988
Participant contributions at end of year2018-06-30$220,585
Participant contributions at beginning of year2018-06-30$220,486
Participant contributions at end of year2018-06-30$9,268
Participant contributions at beginning of year2018-06-30$9,276
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$3,192
Administrative expenses (other) incurred2018-06-30$47,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$563,813
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,125,280
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,561,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$5,656,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,104,229
Income. Interest from loans (other than to participants)2018-06-30$10,988
Value of interest in common/collective trusts at end of year2018-06-30$233,088
Value of interest in common/collective trusts at beginning of year2018-06-30$221,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$237,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$148,916
Employer contributions (assets) at end of year2018-06-30$5,543
Employer contributions (assets) at beginning of year2018-06-30$5,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$284,191
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MAHERDUESSEL
Accountancy firm EIN2018-06-30251622758
2017 : MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,030,696
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$310,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$260,577
Expenses. Certain deemed distributions of participant loans2017-06-30$3,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$444,121
Value of total assets at end of year2017-06-30$5,561,467
Value of total assets at beginning of year2017-06-30$4,840,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$45,831
Total interest from all sources2017-06-30$9,975
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$165,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$165,529
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$244,583
Participant contributions at end of year2017-06-30$220,486
Participant contributions at beginning of year2017-06-30$238,087
Participant contributions at end of year2017-06-30$9,276
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$47,626
Administrative expenses (other) incurred2017-06-30$45,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$720,499
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,561,467
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,840,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,104,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,371,298
Interest on participant loans2017-06-30$9,975
Value of interest in common/collective trusts at end of year2017-06-30$221,976
Value of interest in common/collective trusts at beginning of year2017-06-30$231,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$411,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$151,912
Employer contributions (assets) at end of year2017-06-30$5,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$260,577
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MAHERDUESSEL
Accountancy firm EIN2017-06-30251622758
2016 : MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$574,209
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$472,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$433,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$517,449
Value of total assets at end of year2016-06-30$4,840,968
Value of total assets at beginning of year2016-06-30$4,738,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$38,669
Total interest from all sources2016-06-30$9,753
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$252,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$252,179
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$231,851
Participant contributions at end of year2016-06-30$238,087
Participant contributions at beginning of year2016-06-30$264,131
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$141,612
Administrative expenses (other) incurred2016-06-30$38,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$102,174
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,840,968
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,738,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,371,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,278,530
Interest on participant loans2016-06-30$9,753
Value of interest in common/collective trusts at end of year2016-06-30$231,583
Value of interest in common/collective trusts at beginning of year2016-06-30$196,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-205,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$143,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$433,366
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MAHERDUESSEL
Accountancy firm EIN2016-06-30251622758
2015 : MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$552,004
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$511,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$466,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$437,260
Value of total assets at end of year2015-06-30$4,738,794
Value of total assets at beginning of year2015-06-30$4,698,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$45,044
Total interest from all sources2015-06-30$8,944
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$195,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$195,891
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$216,888
Participant contributions at end of year2015-06-30$264,131
Participant contributions at beginning of year2015-06-30$244,466
Participant contributions at beginning of year2015-06-30$3,766
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$89,956
Administrative expenses (other) incurred2015-06-30$45,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$40,138
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,738,794
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,698,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,278,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,448,058
Interest on participant loans2015-06-30$8,944
Value of interest in common/collective trusts at end of year2015-06-30$196,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-90,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$130,416
Employer contributions (assets) at beginning of year2015-06-30$2,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$466,822
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MAHERDUESSEL
Accountancy firm EIN2015-06-30251622758
2014 : MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,008,850
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$311,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$274,321
Expenses. Certain deemed distributions of participant loans2014-06-30$55
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$353,383
Value of total assets at end of year2014-06-30$4,698,656
Value of total assets at beginning of year2014-06-30$4,001,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$37,268
Total interest from all sources2014-06-30$10,046
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$145,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$145,755
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$221,325
Participant contributions at end of year2014-06-30$244,466
Participant contributions at beginning of year2014-06-30$231,877
Participant contributions at end of year2014-06-30$3,766
Administrative expenses (other) incurred2014-06-30$37,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$697,206
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,698,656
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,001,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,448,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,769,573
Income. Interest from loans (other than to participants)2014-06-30$10,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$499,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$132,058
Employer contributions (assets) at end of year2014-06-30$2,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$274,321
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MAHERDUESSEL
Accountancy firm EIN2014-06-30251622758
2013 : MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$82
Total income from all sources (including contributions)2013-06-30$789,505
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$345,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$307,586
Value of total corrective distributions2013-06-30$5,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$378,682
Value of total assets at end of year2013-06-30$4,001,450
Value of total assets at beginning of year2013-06-30$3,557,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$33,279
Total interest from all sources2013-06-30$8,770
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$98,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$98,007
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$233,196
Participant contributions at end of year2013-06-30$231,877
Participant contributions at beginning of year2013-06-30$172,831
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$4,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$82
Administrative expenses (other) incurred2013-06-30$33,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$443,597
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,001,450
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,557,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,769,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,207,781
Income. Interest from loans (other than to participants)2013-06-30$8,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$304,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$141,078
Employer contributions (assets) at beginning of year2013-06-30$177,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$307,586
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MAHERDUESSSEL
Accountancy firm EIN2013-06-30251622758
2012 : MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$82
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$473,486
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$328,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$298,594
Value of total corrective distributions2012-06-30$82
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$424,863
Value of total assets at end of year2012-06-30$3,557,935
Value of total assets at beginning of year2012-06-30$3,412,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$29,873
Total interest from all sources2012-06-30$7,697
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$84,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$84,905
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$210,254
Participant contributions at end of year2012-06-30$172,831
Participant contributions at beginning of year2012-06-30$169,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$82
Administrative expenses (other) incurred2012-06-30$29,873
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$144,937
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,557,853
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,412,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,207,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,096,554
Interest on participant loans2012-06-30$7,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-43,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$214,609
Employer contributions (assets) at end of year2012-06-30$177,323
Employer contributions (assets) at beginning of year2012-06-30$146,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$298,594
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MAHERDUESSEL
Accountancy firm EIN2012-06-30251622758
2011 : MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$931,489
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$394,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$370,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$447,912
Value of total assets at end of year2011-06-30$3,412,916
Value of total assets at beginning of year2011-06-30$2,876,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$23,883
Total interest from all sources2011-06-30$8,498
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$73,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$73,202
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$195,793
Participant contributions at end of year2011-06-30$169,844
Participant contributions at beginning of year2011-06-30$151,347
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$73,701
Administrative expenses (other) incurred2011-06-30$23,883
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$13,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$536,718
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,412,916
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,876,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,096,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,576,873
Interest on participant loans2011-06-30$8,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$401,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$178,418
Employer contributions (assets) at end of year2011-06-30$146,518
Employer contributions (assets) at beginning of year2011-06-30$134,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$370,888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MAHERDUESSEL
Accountancy firm EIN2011-06-30251622758

Form 5500 Responses for MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN

2022: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: MAINSTAY LIFE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39814
Policy instance 1
Insurance contract or identification numberG39814
Number of Individuals Covered243
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39814
Policy instance 1
Insurance contract or identification numberG39814
Number of Individuals Covered233
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39814
Policy instance 1
Insurance contract or identification numberG39814
Number of Individuals Covered246
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG39814
Policy instance 1
Insurance contract or identification numberG39814
Number of Individuals Covered230
Insurance policy start date2020-02-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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

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