HEIGHTENED INDEPENDENCE AND PROGRESS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY
401k plan membership statisitcs for HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY
| Measure | Date | Value |
|---|
| 2017: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 4 |
| 2016: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 5 |
| 2015: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Total participants | 2015-01-01 | 5 |
| Number of participants with account balances | 2015-01-01 | 5 |
| 2014: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Total participants | 2014-01-01 | 5 |
| Number of participants with account balances | 2014-01-01 | 5 |
| 2013: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Total participants | 2013-01-01 | 4 |
| Number of participants with account balances | 2013-01-01 | 4 |
| 2012: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| 2011: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| 2010: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Total participants | 2010-01-01 | 5 |
| Number of participants with account balances | 2010-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2017 : HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $170,802 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,739 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,739 |
| Total plan assets at end of year | 2017-12-31 | $548,549 |
| Total plan assets at beginning of year | 2017-12-31 | $380,486 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $158,413 |
| Other income received | 2017-12-31 | $12,389 |
| Net income (gross income less expenses) | 2017-12-31 | $168,063 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $548,549 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $380,486 |
| 2016 : HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $32,138 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $36 |
| Total plan assets at end of year | 2016-12-31 | $380,486 |
| Total plan assets at beginning of year | 2016-12-31 | $348,384 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $20,963 |
| Other income received | 2016-12-31 | $11,175 |
| Net income (gross income less expenses) | 2016-12-31 | $32,102 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $380,486 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $348,384 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $36 |
| 2015 : HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $42,132 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $48 |
| Total plan assets at end of year | 2015-12-31 | $348,384 |
| Total plan assets at beginning of year | 2015-12-31 | $306,300 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $32,795 |
| Other income received | 2015-12-31 | $9,337 |
| Net income (gross income less expenses) | 2015-12-31 | $42,084 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $348,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $306,300 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $48 |
| 2014 : HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $36,034 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $93,710 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $93,634 |
| Total plan assets at end of year | 2014-12-31 | $306,300 |
| Total plan assets at beginning of year | 2014-12-31 | $363,976 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $23,044 |
| Other income received | 2014-12-31 | $12,990 |
| Net income (gross income less expenses) | 2014-12-31 | $-57,676 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $306,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $363,976 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $76 |
| 2013 : HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $52,854 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $72 |
| Total plan assets at end of year | 2013-12-31 | $363,976 |
| Total plan assets at beginning of year | 2013-12-31 | $311,194 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $32,375 |
| Other income received | 2013-12-31 | $20,479 |
| Net income (gross income less expenses) | 2013-12-31 | $52,782 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $363,976 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $311,194 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $72 |
| 2012 : HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $46,796 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $39,463 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $39,355 |
| Total plan assets at end of year | 2012-12-31 | $311,194 |
| Total plan assets at beginning of year | 2012-12-31 | $303,861 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $32,811 |
| Other income received | 2012-12-31 | $13,985 |
| Net income (gross income less expenses) | 2012-12-31 | $7,333 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $311,194 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $303,861 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $108 |
| 2011 : HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $44,651 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $120 |
| Total plan assets at end of year | 2011-12-31 | $303,861 |
| Total plan assets at beginning of year | 2011-12-31 | $259,330 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $37,981 |
| Other income received | 2011-12-31 | $6,670 |
| Net income (gross income less expenses) | 2011-12-31 | $44,531 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $303,861 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $259,330 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $120 |
| 2010 : HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $49,823 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $120 |
| Total plan assets at end of year | 2010-12-31 | $259,330 |
| Total plan assets at beginning of year | 2010-12-31 | $209,627 |
| Total contributions received or receivable from participants | 2010-12-31 | $38,419 |
| Other income received | 2010-12-31 | $11,404 |
| Net income (gross income less expenses) | 2010-12-31 | $49,703 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $259,330 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $209,627 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $120 |
| 2017: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053722-F |
| Policy instance | 1 |
| Insurance contract or identification number | 053722-F | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $111 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 111 | | Insurance broker organization code? | 3 | | Insurance broker name | PARSIPPANY REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053722-F |
| Policy instance | 1 |
| Insurance contract or identification number | 053722-F | | Number of Individuals Covered | 5 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $27 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 27 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | PARSIPPANY REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053722-F |
| Policy instance | 1 |
| Insurance contract or identification number | 053722-F | | Number of Individuals Covered | 5 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $30 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 30 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | PARSIPPANY REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053722-F |
| Policy instance | 1 |
| Insurance contract or identification number | 053722-F | | Number of Individuals Covered | 4 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $54 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 54 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | PARSIPPANY REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053722-F |
| Policy instance | 1 |
| Insurance contract or identification number | 053722-F | | Number of Individuals Covered | 4 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $89 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 24 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | PAUL G. DARATA |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053722-F |
| Policy instance | 1 |
| Insurance contract or identification number | 053722-F | | Number of Individuals Covered | 5 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $70 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 053722-F |
| Policy instance | 1 |
| Insurance contract or identification number | 053722-F | | Number of Individuals Covered | 5 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $26 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 11 | | Additional information about fees paid to insurance broker | COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | DECLAN CLOSEHY |
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