?>
Logo

SAMMINISTRIES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSAMMINISTRIES 401(K) PROFIT SHARING PLAN
Plan identification number 001

SAMMINISTRIES 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.

401k Sponsoring company profile

SAN ANTONIO METROPOLITAN MINISTRY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAN ANTONIO METROPOLITAN MINISTRY, INC.
Employer identification number (EIN):742285793
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about SAN ANTONIO METROPOLITAN MINISTRY, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1983-08-31
Company Identification Number: 0066988901
Legal Registered Office Address: 1919 NW LOOP 410 STE 100

SAN ANTONIO
United States of America (USA)
78213

More information about SAN ANTONIO METROPOLITAN MINISTRY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMMINISTRIES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012019-10-01
0012018-10-01CURTIS RUDER2021-04-06
0012017-10-01
0012017-10-01
0012016-10-01DOROTHY MORRIS2018-06-28 DOROTHY MORRIS2018-06-28
0012015-10-01DOROTHY MORRIS DOROTHY MORRIS2017-04-28
0012014-10-01DOROTHY MORRIS DOROTHY MORRIS2016-03-10
0012013-10-01DOROTHY MORRIS2015-09-17 DOROTHY MORRIS2015-09-17
0012012-10-01DOROTHY MORRIS2013-10-28
0012011-10-01DOROTHY MORRIS2012-11-19
0012010-10-01PENNE RADER2011-11-28

Plan Statistics for SAMMINISTRIES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SAMMINISTRIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01134
Total number of active participants reported on line 7a of the Form 55002021-10-01116
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0151
Total of all active and inactive participants2021-10-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01167
Number of participants with account balances2021-10-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-016
2020: SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-0194
Total number of active participants reported on line 7a of the Form 55002020-10-0199
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0135
Total of all active and inactive participants2020-10-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01134
Number of participants with account balances2020-10-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-017
2019: SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0192
Total number of active participants reported on line 7a of the Form 55002019-10-0166
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0128
Total of all active and inactive participants2019-10-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-0194
Number of participants with account balances2019-10-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-011
2017: SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01108
Total number of active participants reported on line 7a of the Form 55002017-10-0163
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0127
Total of all active and inactive participants2017-10-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-012
Total participants2017-10-0192
Number of participants with account balances2017-10-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0110
2015: SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01106
Total number of active participants reported on line 7a of the Form 55002015-10-0157
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0125
Total of all active and inactive participants2015-10-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-0183
Number of participants with account balances2015-10-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0122
2014: SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01117
Total number of active participants reported on line 7a of the Form 55002014-10-0161
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0144
Total of all active and inactive participants2014-10-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-01106
Number of participants with account balances2014-10-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-016

Financial Data on SAMMINISTRIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$0
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total transfer of assets from this plan2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-147,583
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$131,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$130,359
Expenses. Certain deemed distributions of participant loans2022-09-30$0
Value of total corrective distributions2022-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$440,237
Value of total assets at end of year2022-09-30$3,022,170
Value of total assets at beginning of year2022-09-30$3,301,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$1,319
Total interest from all sources2022-09-30$2,686
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$0
Assets. Real estate other than employer real property at end of year2022-09-30$0
Assets. Real estate other than employer real property at beginning of year2022-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-09-30$0
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$233,549
Participant contributions at end of year2022-09-30$41,507
Participant contributions at beginning of year2022-09-30$65,323
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Assets. Other investments not covered elsewhere at end of year2022-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$83,442
Assets. Loans (other than to participants) at end of year2022-09-30$0
Assets. Loans (other than to participants) at beginning of year2022-09-30$0
Other income not declared elsewhere2022-09-30$0
Administrative expenses (other) incurred2022-09-30$1,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Income. Non cash contributions2022-09-30$0
Value of net income/loss2022-09-30$-279,261
Value of net assets at end of year (total assets less liabilities)2022-09-30$3,022,170
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$3,301,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Assets. partnership/joint venture interests at end of year2022-09-30$0
Assets. partnership/joint venture interests at beginning of year2022-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$2,456,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$2,724,515
Value of interest in pooled separate accounts at end of year2022-09-30$0
Value of interest in pooled separate accounts at beginning of year2022-09-30$0
Interest on participant loans2022-09-30$2,686
Income. Interest from loans (other than to participants)2022-09-30$0
Interest earned on other investments2022-09-30$0
Income. Interest from US Government securities2022-09-30$0
Income. Interest from corporate debt instruments2022-09-30$0
Value of interest in master investment trust accounts at end of year2022-09-30$0
Value of interest in master investment trust accounts at beginning of year2022-09-30$0
Value of interest in common/collective trusts at end of year2022-09-30$0
Value of interest in common/collective trusts at beginning of year2022-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$524,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$511,593
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$0
Asset value of US Government securities at end of year2022-09-30$0
Asset value of US Government securities at beginning of year2022-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$0
Net investment gain/loss from pooled separate accounts2022-09-30$-590,506
Net investment gain or loss from common/collective trusts2022-09-30$0
Net gain/loss from 103.12 investment entities2022-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$123,246
Employer contributions (assets) at end of year2022-09-30$0
Employer contributions (assets) at beginning of year2022-09-30$0
Income. Dividends from preferred stock2022-09-30$0
Income. Dividends from common stock2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$130,359
Asset. Corporate debt instrument preferred debt at end of year2022-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-09-30$0
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$0
Aggregate carrying amount (costs) on sale of assets2022-09-30$0
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30ADKF,P.C.
Accountancy firm EIN2022-09-30742606559
2021 : SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-09-30$0
Total plan liabilities at end of year2021-09-30$0
Total plan liabilities at beginning of year2021-09-30$0
Total income from all sources2021-09-30$800,618
Expenses. Total of all expenses incurred2021-09-30$165,740
Benefits paid (including direct rollovers)2021-09-30$122,027
Total plan assets at end of year2021-09-30$3,301,431
Total plan assets at beginning of year2021-09-30$2,666,553
Value of fidelity bond covering the plan2021-09-30$385,000
Total contributions received or receivable from participants2021-09-30$153,265
Expenses. Other expenses not covered elsewhere2021-09-30$43,713
Contributions received from other sources (not participants or employers)2021-09-30$3,317
Other income received2021-09-30$570,487
Net income (gross income less expenses)2021-09-30$634,878
Net plan assets at end of year (total assets less liabilities)2021-09-30$3,301,431
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$2,666,553
Assets. Value of participant loans2021-09-30$65,323
Total contributions received or receivable from employer(s)2021-09-30$73,549
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
2020 : SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-09-30$0
Total plan liabilities at end of year2020-09-30$0
Total plan liabilities at beginning of year2020-09-30$0
Total income from all sources2020-09-30$601,486
Expenses. Total of all expenses incurred2020-09-30$635,297
Benefits paid (including direct rollovers)2020-09-30$627,851
Total plan assets at end of year2020-09-30$2,666,553
Total plan assets at beginning of year2020-09-30$2,700,364
Value of fidelity bond covering the plan2020-09-30$385,000
Total contributions received or receivable from participants2020-09-30$143,747
Expenses. Other expenses not covered elsewhere2020-09-30$7,446
Contributions received from other sources (not participants or employers)2020-09-30$99,302
Other income received2020-09-30$311,116
Net income (gross income less expenses)2020-09-30$-33,811
Net plan assets at end of year (total assets less liabilities)2020-09-30$2,666,553
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$2,700,364
Assets. Value of participant loans2020-09-30$80,975
Total contributions received or receivable from employer(s)2020-09-30$47,321
2018 : SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2016 : SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-09-30$0
Total plan liabilities at end of year2016-09-30$0
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$395,524
Expenses. Total of all expenses incurred2016-09-30$200,016
Benefits paid (including direct rollovers)2016-09-30$198,986
Total plan assets at end of year2016-09-30$1,815,445
Total plan assets at beginning of year2016-09-30$1,619,937
Value of fidelity bond covering the plan2016-09-30$200,000
Total contributions received or receivable from participants2016-09-30$147,707
Expenses. Other expenses not covered elsewhere2016-09-30$1,030
Contributions received from other sources (not participants or employers)2016-09-30$3,578
Other income received2016-09-30$145,122
Net income (gross income less expenses)2016-09-30$195,508
Net plan assets at end of year (total assets less liabilities)2016-09-30$1,815,445
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,619,937
Assets. Value of participant loans2016-09-30$90,944
Total contributions received or receivable from employer(s)2016-09-30$99,117
Value of certain deemed distributions of participant loans2016-09-30$0
2015 : SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$254,833
Expenses. Total of all expenses incurred2015-09-30$58,905
Benefits paid (including direct rollovers)2015-09-30$56,358
Total plan assets at end of year2015-09-30$1,619,937
Total plan assets at beginning of year2015-09-30$1,424,009
Value of fidelity bond covering the plan2015-09-30$200,000
Total contributions received or receivable from participants2015-09-30$126,817
Expenses. Other expenses not covered elsewhere2015-09-30$2,547
Contributions received from other sources (not participants or employers)2015-09-30$28,685
Other income received2015-09-30$-23,206
Net income (gross income less expenses)2015-09-30$195,928
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,619,937
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,424,009
Assets. Value of participant loans2015-09-30$92,548
Total contributions received or receivable from employer(s)2015-09-30$122,537
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0

Form 5500 Responses for SAMMINISTRIES 401(K) PROFIT SHARING PLAN

2021: SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedYes
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2017: SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2015: SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: SAMMINISTRIES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015857
Policy instance 1
Insurance contract or identification number015857
Number of Individuals Covered167
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $311
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees311
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015857D
Policy instance 1
Insurance contract or identification number015857D
Number of Individuals Covered134
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $311
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees311
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015857D
Policy instance 1
Insurance contract or identification number015857D
Number of Individuals Covered94
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,276
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1276
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015857D
Policy instance 1
Insurance contract or identification number015857D
Number of Individuals Covered92
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $409
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015857D
Policy instance 1
Insurance contract or identification number015857D
Number of Individuals Covered83
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $425
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees425
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015857D
Policy instance 1
Insurance contract or identification number015857D
Number of Individuals Covered106
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,897
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1897
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3