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CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 401k Plan overview

Plan NameCADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN
Plan identification number 001

CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CADENCE INTERNATIONAL has sponsored the creation of one or more 401k plans.

Company Name:CADENCE INTERNATIONAL
Employer identification number (EIN):846027655
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CADENCE INTERNATIONAL

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1985-06-28
Company Identification Number: 0006622007
Legal Registered Office Address: 3981 CHAPARRAL RD

KILLEEN
United States of America (USA)
76542

More information about CADENCE INTERNATIONAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CUCKIM BLESSITT
0012017-01-01CUC KIM BLESSITT CUC KIM BLESSITT2018-05-03
0012016-01-01MATTHEW BACHALI MATTHEW BACHALI2017-09-12
0012015-01-01MATTHEW BACHALI
0012014-01-01CUC KIM BLESSITT
0012013-01-01CUC KIM BLESSITT2015-10-09
0012012-07-01ANDREA HADDOCK

Plan Statistics for CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN

401k plan membership statisitcs for CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN

Measure Date Value
2021: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01150
Total number of active participants reported on line 7a of the Form 55002021-01-01128
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01156
Number of participants with account balances2021-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01133
Total number of active participants reported on line 7a of the Form 55002020-01-01125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01150
Number of participants with account balances2020-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01130
Total number of active participants reported on line 7a of the Form 55002019-01-01108
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01133
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01125
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01130
Number of participants with account balances2018-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01126
Total number of active participants reported on line 7a of the Form 55002017-01-01107
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01125
Number of participants with account balances2017-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01154
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01126
Number of participants with account balances2016-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01141
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01154
Number of participants with account balances2015-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01127
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01139
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2012: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-010
Total number of active participants reported on line 7a of the Form 55002012-07-0187
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0113
Total of all active and inactive participants2012-07-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01100
Number of participants with account balances2012-07-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010

Financial Data on CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN

Measure Date Value
2021 : CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$791,523
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$129,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$128,978
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$300,203
Value of total assets at end of year2021-12-31$3,669,786
Value of total assets at beginning of year2021-12-31$3,007,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$635
Total interest from all sources2021-12-31$2,790
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$234,962
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$300,203
Assets. Other investments not covered elsewhere at end of year2021-12-31$41,516
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$57,983
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$661,910
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,669,786
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,007,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,185,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,735,715
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$2,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$443,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$214,178
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$488,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$128,978
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CAPIN CROUSE LLP
Accountancy firm EIN2021-12-31363990892
2020 : CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$661,003
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,156
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$284,991
Value of total assets at end of year2020-12-31$3,007,876
Value of total assets at beginning of year2020-12-31$2,348,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$586
Total interest from all sources2020-12-31$2,285
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$234,962
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$284,991
Assets. Other investments not covered elsewhere at end of year2020-12-31$57,983
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$659,261
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,007,876
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,348,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,735,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,188,579
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$2,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$214,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$160,036
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$373,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,156
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CAPIN CROUSE LLP
Accountancy firm EIN2020-12-31363990892
2019 : CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$739,159
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$42,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$41,626
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$365,324
Value of total assets at end of year2019-12-31$2,348,615
Value of total assets at beginning of year2019-12-31$1,651,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$615
Total interest from all sources2019-12-31$2,490
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$175,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$248,074
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$117,250
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$696,918
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,348,615
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,651,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,188,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,525,304
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$2,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$160,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$126,393
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$371,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$41,626
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CAPIN CROUSE LLP
Accountancy firm EIN2019-12-31363990892
2018 : CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$236,431
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$240,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$239,899
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$266,665
Value of total assets at end of year2018-12-31$1,651,697
Value of total assets at beginning of year2018-12-31$1,655,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$560
Total interest from all sources2018-12-31$1,103
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$175,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$232,664
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$2,460
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$34,001
Other income not declared elsewhere2018-12-31$82,817
Administrative expenses (other) incurred2018-12-31$560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,028
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,651,697
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,655,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,525,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,557,333
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$1,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$126,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$95,932
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-114,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$239,899
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CAPIN CROUSE LLP
Accountancy firm EIN2018-12-31363990892
2017 : CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$397,104
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$55,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$54,803
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$201,068
Value of total assets at end of year2017-12-31$1,655,725
Value of total assets at beginning of year2017-12-31$1,314,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$906
Total interest from all sources2017-12-31$1,429
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$724
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$130,593
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$199,111
Participant contributions at end of year2017-12-31$2,460
Participant contributions at beginning of year2017-12-31$8,392
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,957
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$341,395
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,655,725
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,314,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,557,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,160,066
Interest on participant loans2017-12-31$168
Interest earned on other investments2017-12-31$1,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$95,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$145,872
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$193,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$54,803
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CAPIN CROUSE LLP
Accountancy firm EIN2017-12-31363990892
2016 : CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$298,483
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$30,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,573
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$225,784
Value of total assets at end of year2016-12-31$1,314,330
Value of total assets at beginning of year2016-12-31$1,046,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,194
Total interest from all sources2016-12-31$626
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$13,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$13,156
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$131,443
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$130,037
Participant contributions at end of year2016-12-31$8,392
Participant contributions at beginning of year2016-12-31$15,019
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$70,993
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$95,747
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$19,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$267,716
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,314,330
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,046,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,160,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$960,597
Interest on participant loans2016-12-31$579
Interest earned on other investments2016-12-31$47
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$145,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$64,637
Net investment gain/loss from pooled separate accounts2016-12-31$-5,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,573
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CAPIN CROUSE LLP
Accountancy firm EIN2016-12-31363990892
2015 : CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$178,086
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$115,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$94,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$196,537
Value of total assets at end of year2015-12-31$1,046,614
Value of total assets at beginning of year2015-12-31$983,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,527
Total interest from all sources2015-12-31$312
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$59,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$59,813
Administrative expenses professional fees incurred2015-12-31$11,594
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$145,740
Participant contributions at end of year2015-12-31$15,019
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$70,993
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$50,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$62,710
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,046,614
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$983,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$960,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$973,336
Interest on participant loans2015-12-31$312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$10,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$10,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-78,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$94,849
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CAPIN CROUSE LLP
Accountancy firm EIN2015-12-31363990892
2014 : CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$194,623
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$20,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$135,872
Value of total assets at end of year2014-12-31$983,904
Value of total assets at beginning of year2014-12-31$810,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,353
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$46,831
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$46,831
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$135,872
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$173,785
Value of net assets at end of year (total assets less liabilities)2014-12-31$983,904
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$810,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$973,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$810,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$10,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,485
Contract administrator fees2014-12-31$10,259
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CAPIN CROUSE LLP
Accountancy firm EIN2014-12-31363990892
2012 : CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$102,438
Expenses. Total of all expenses incurred2012-12-31$4,008
Total plan assets at end of year2012-12-31$607,709
Total plan assets at beginning of year2012-12-31$509,279
Total contributions received or receivable from participants2012-12-31$72,645
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$29,793
Net income (gross income less expenses)2012-12-31$98,430
Net plan assets at end of year (total assets less liabilities)2012-12-31$607,709
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$509,279
Total contributions received or receivable from employer(s)2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,008

Form 5500 Responses for CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN

2021: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: CADENCE INTERNATIONAL 403 (B) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
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)Yes
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059965
Policy instance 1
Insurance contract or identification number059965
Number of Individuals Covered213
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,931
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 fees1931
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059965G
Policy instance 1
Insurance contract or identification number059965G
Number of Individuals Covered156
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,015
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 fees1015
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 number059965G
Policy instance 1
Insurance contract or identification number059965G
Number of Individuals Covered150
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,015
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 fees1015
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 number059965G
Policy instance 1
Insurance contract or identification number059965G
Number of Individuals Covered133
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $439
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 fees439
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 number059965G
Policy instance 1
Insurance contract or identification number059965G
Number of Individuals Covered130
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $284
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 fees284
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 number059965G
Policy instance 1
Insurance contract or identification number059965G
Number of Individuals Covered125
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,221
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 fees2221
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameDENVER REGIONAL OFFICE

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