CROCKER ART MUSEUM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CROCKER ART MUSEUM
| Measure | Date | Value |
|---|
| 2021: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 61 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 40 |
| Total of all active and inactive participants | 2021-07-01 | 101 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 101 |
| Number of participants with account balances | 2021-07-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| 2020: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 61 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 38 |
| Total of all active and inactive participants | 2020-07-01 | 99 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
| Total participants | 2020-07-01 | 99 |
| Number of participants with account balances | 2020-07-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
| 2019: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 71 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 29 |
| Total of all active and inactive participants | 2019-07-01 | 100 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 100 |
| Number of participants with account balances | 2019-07-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| 2018: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 87 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 29 |
| Total of all active and inactive participants | 2018-07-01 | 116 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 116 |
| Number of participants with account balances | 2018-07-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 69 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 25 |
| Total of all active and inactive participants | 2017-07-01 | 94 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 94 |
| Number of participants with account balances | 2017-07-01 | 65 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| 2016: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 73 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 23 |
| Total of all active and inactive participants | 2016-07-01 | 96 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 96 |
| Number of participants with account balances | 2016-07-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 1 |
| 2015: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 77 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 25 |
| Total of all active and inactive participants | 2015-07-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 102 |
| Number of participants with account balances | 2015-07-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 5 |
| 2014: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 75 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 18 |
| Total of all active and inactive participants | 2014-07-01 | 93 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 93 |
| Number of participants with account balances | 2014-07-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 2 |
| Measure | Date | Value |
|---|
| 2022 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-06-30 | $0 |
| Total plan liabilities at end of year | 2022-06-30 | $0 |
| Total plan liabilities at beginning of year | 2022-06-30 | $0 |
| Total income from all sources | 2022-06-30 | $-780,453 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $105,373 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $104,802 |
| Total plan assets at end of year | 2022-06-30 | $4,703,704 |
| Total plan assets at beginning of year | 2022-06-30 | $5,589,530 |
| Value of fidelity bond covering the plan | 2022-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $200,970 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $4,385 |
| Other income received | 2022-06-30 | $-1,064,930 |
| Noncash contributions received | 2022-06-30 | $0 |
| Net income (gross income less expenses) | 2022-06-30 | $-885,826 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $4,703,704 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $5,589,530 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $79,122 |
| Value of corrective distributions | 2022-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $571 |
| 2021 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-06-30 | $0 |
| Total plan liabilities at end of year | 2021-06-30 | $0 |
| Total plan liabilities at beginning of year | 2021-06-30 | $0 |
| Total income from all sources | 2021-06-30 | $1,772,642 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $226,467 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $225,627 |
| Total plan assets at end of year | 2021-06-30 | $5,589,530 |
| Total plan assets at beginning of year | 2021-06-30 | $4,043,355 |
| Value of fidelity bond covering the plan | 2021-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $202,232 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $840 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
| Other income received | 2021-06-30 | $1,485,932 |
| Net income (gross income less expenses) | 2021-06-30 | $1,546,175 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $5,589,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $4,043,355 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $84,478 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| 2020 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-06-30 | $0 |
| Total plan liabilities at end of year | 2020-06-30 | $0 |
| Total plan liabilities at beginning of year | 2020-06-30 | $0 |
| Total income from all sources | 2020-06-30 | $531,256 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $117,382 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $116,437 |
| Total plan assets at end of year | 2020-06-30 | $4,043,355 |
| Total plan assets at beginning of year | 2020-06-30 | $3,629,481 |
| Value of fidelity bond covering the plan | 2020-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $226,274 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $945 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $10,910 |
| Other income received | 2020-06-30 | $197,304 |
| Net income (gross income less expenses) | 2020-06-30 | $413,874 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $4,043,355 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $3,629,481 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $96,768 |
| 2019 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-06-30 | $0 |
| Total plan liabilities at end of year | 2019-06-30 | $0 |
| Total plan liabilities at beginning of year | 2019-06-30 | $0 |
| Total income from all sources | 2019-06-30 | $494,881 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $148,387 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $147,399 |
| Total plan assets at end of year | 2019-06-30 | $3,629,481 |
| Total plan assets at beginning of year | 2019-06-30 | $3,282,987 |
| Value of fidelity bond covering the plan | 2019-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $223,032 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $988 |
| Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
| Other income received | 2019-06-30 | $181,702 |
| Net income (gross income less expenses) | 2019-06-30 | $346,494 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $3,629,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $3,282,987 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $90,147 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-06-30 | $0 |
| Total plan liabilities at end of year | 2018-06-30 | $0 |
| Total plan liabilities at beginning of year | 2018-06-30 | $0 |
| Total income from all sources | 2018-06-30 | $716,115 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $44,623 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $43,795 |
| Total plan assets at end of year | 2018-06-30 | $3,282,987 |
| Total plan assets at beginning of year | 2018-06-30 | $2,611,495 |
| Value of fidelity bond covering the plan | 2018-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $179,966 |
| Expenses. Other expenses not covered elsewhere | 2018-06-30 | $828 |
| Contributions received from other sources (not participants or employers) | 2018-06-30 | $160,738 |
| Other income received | 2018-06-30 | $294,475 |
| Net income (gross income less expenses) | 2018-06-30 | $671,492 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $3,282,987 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $2,611,495 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $80,936 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-06-30 | $0 |
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $566,875 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $140,889 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $140,161 |
| Total plan assets at end of year | 2017-06-30 | $2,611,495 |
| Total plan assets at beginning of year | 2017-06-30 | $2,185,509 |
| Value of fidelity bond covering the plan | 2017-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $162,370 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $728 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $3,776 |
| Other income received | 2017-06-30 | $327,969 |
| Net income (gross income less expenses) | 2017-06-30 | $425,986 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $2,611,495 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $2,185,509 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $72,760 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| 2016 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-06-30 | $0 |
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $179,321 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $214,424 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $213,717 |
| Total plan assets at end of year | 2016-06-30 | $2,185,509 |
| Total plan assets at beginning of year | 2016-06-30 | $2,220,612 |
| Value of fidelity bond covering the plan | 2016-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $126,330 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $707 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $36,366 |
| Other income received | 2016-06-30 | $-37,537 |
| Net income (gross income less expenses) | 2016-06-30 | $-35,103 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $2,185,509 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $2,220,612 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $54,162 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| 2015 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $284,390 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $103,953 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $103,166 |
| Total plan assets at end of year | 2015-06-30 | $2,220,612 |
| Total plan assets at beginning of year | 2015-06-30 | $2,040,175 |
| Value of fidelity bond covering the plan | 2015-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $146,235 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $787 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $884 |
| Other income received | 2015-06-30 | $70,581 |
| Net income (gross income less expenses) | 2015-06-30 | $180,437 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $2,220,612 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $2,040,175 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $66,690 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2021: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | Yes |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 055138G |
| Policy instance | 1 |
| Insurance contract or identification number | 055138G | | Number of Individuals Covered | 106 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $757 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 757 | | Additional information about fees paid to insurance broker | PORTION 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 number | 055138G |
| Policy instance | 1 |
| Insurance contract or identification number | 055138G | | Number of Individuals Covered | 99 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $509 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 509 | | Additional information about fees paid to insurance broker | PORTION 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 number | 055138G |
| Policy instance | 1 |
| Insurance contract or identification number | 055138G | | Number of Individuals Covered | 68 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $858 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 858 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 |
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| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 055138G |
| Policy instance | 1 |
| Insurance contract or identification number | 055138G | | Number of Individuals Covered | 67 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $899 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 899 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 |
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| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 055138G |
| Policy instance | 1 |
| Insurance contract or identification number | 055138G | | Number of Individuals Covered | 65 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $722 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 055138G |
| Policy instance | 1 |
| Insurance contract or identification number | 055138G | | Number of Individuals Covered | 50 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $114 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 114 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | SAN FRANCISCO REGIONAL OFFICE |
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| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 055138G |
| Policy instance | 1 |
| Insurance contract or identification number | 055138G | | Number of Individuals Covered | 52 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $330 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 330 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | SAN FRANCISCO REGIONAL OFFICE |
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