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EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

REUBEN H. FLEET SCIENCE CENTER has sponsored the creation of one or more 401k plans.

Company Name:REUBEN H. FLEET SCIENCE CENTER
Employer identification number (EIN):956066250
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022019-07-01
0022018-07-01
0022017-07-01TREENA MEYERS
0022016-07-01CANDI FREED CANDI FREED2017-12-20
0022015-08-01CANDI FREED CANDI FREED2017-05-09
0022015-07-01CANDI FREED2017-01-23 CANDI FREED2017-01-23

Plan Statistics for EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER

Measure Date Value
2021: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2021 401k membership
Total participants, beginning-of-year2021-07-01127
Total number of active participants reported on line 7a of the Form 55002021-07-0195
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0142
Total of all active and inactive participants2021-07-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01137
Number of participants with account balances2021-07-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2020 401k membership
Total participants, beginning-of-year2020-07-0189
Total number of active participants reported on line 7a of the Form 55002020-07-0199
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0135
Total of all active and inactive participants2020-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01135
Number of participants with account balances2020-07-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2019 401k membership
Total participants, beginning-of-year2019-07-01171
Total number of active participants reported on line 7a of the Form 55002019-07-01100
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0136
Total of all active and inactive participants2019-07-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01136
Number of participants with account balances2019-07-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2018 401k membership
Total participants, beginning-of-year2018-07-01138
Total number of active participants reported on line 7a of the Form 55002018-07-01132
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0139
Total of all active and inactive participants2018-07-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01171
Number of participants with account balances2018-07-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2017 401k membership
Total participants, beginning-of-year2017-07-01121
Total number of active participants reported on line 7a of the Form 55002017-07-01107
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0131
Total of all active and inactive participants2017-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01138
Number of participants with account balances2017-07-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
2016: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2016 401k membership
Total participants, beginning-of-year2016-07-01137
Total number of active participants reported on line 7a of the Form 55002016-07-01100
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0120
Total of all active and inactive participants2016-07-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01121
Number of participants with account balances2016-07-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0114
2015: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2015 401k membership
Total participants, beginning-of-year2015-08-010
Total number of active participants reported on line 7a of the Form 55002015-08-01107
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-0128
Total of all active and inactive participants2015-08-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-012
Total participants2015-08-01137
Number of participants with account balances2015-08-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-016

Financial Data on EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-88,862
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$121,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$121,281
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$250,504
Value of total assets at end of year2022-06-30$2,655,521
Value of total assets at beginning of year2022-06-30$2,865,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$457
Total interest from all sources2022-06-30$2,879
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$145,605
Participant contributions at end of year2022-06-30$10,940
Participant contributions at beginning of year2022-06-30$7,284
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$12,396
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$69,448
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$457
Liabilities. Value of operating payables at end of year2022-06-30$278
Liabilities. Value of operating payables at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-210,600
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,655,243
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,865,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$0
Value of interest in pooled separate accounts at end of year2022-06-30$2,257,931
Value of interest in pooled separate accounts at beginning of year2022-06-30$2,450,704
Interest on participant loans2022-06-30$431
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$2,448
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$385,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$391,474
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-342,245
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$35,451
Employer contributions (assets) at end of year2022-06-30$669
Employer contributions (assets) at beginning of year2022-06-30$3,985
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$121,281
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30LEAF & COLE, LLP
Accountancy firm EIN2022-06-30952076568
2021 : EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$870,488
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$239,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$238,793
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$291,916
Value of total assets at end of year2021-06-30$2,865,843
Value of total assets at beginning of year2021-06-30$2,234,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$365
Total interest from all sources2021-06-30$4,519
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$120,641
Participant contributions at end of year2021-06-30$7,284
Participant contributions at beginning of year2021-06-30$14,292
Participant contributions at end of year2021-06-30$12,396
Participant contributions at beginning of year2021-06-30$5,560
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$140,492
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$631,330
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,865,843
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,234,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,450,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,867,307
Interest on participant loans2021-06-30$728
Interest earned on other investments2021-06-30$3,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$391,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$344,933
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$574,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$30,783
Employer contributions (assets) at end of year2021-06-30$3,985
Employer contributions (assets) at beginning of year2021-06-30$2,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$238,793
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30LEAF & COLE, LLP
Accountancy firm EIN2021-06-30952076568
2020 : EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$236,471
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$165,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$164,713
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$217,836
Value of total assets at end of year2020-06-30$2,226,532
Value of total assets at beginning of year2020-06-30$2,155,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$377
Total interest from all sources2020-06-30$5,607
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$167,903
Participant contributions at end of year2020-06-30$14,292
Participant contributions at beginning of year2020-06-30$13,431
Participant contributions at end of year2020-06-30$5,560
Participant contributions at beginning of year2020-06-30$6,180
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$5,176
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$71,381
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,226,532
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,155,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,867,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,807,435
Interest on participant loans2020-06-30$922
Interest earned on other investments2020-06-30$4,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$344,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$334,285
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$13,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$44,757
Employer contributions (assets) at end of year2020-06-30$2,421
Employer contributions (assets) at beginning of year2020-06-30$2,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$164,713
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30LEAF & COLE,LLP
Accountancy firm EIN2020-06-30952076568
2019 : EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$317,313
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$59,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$59,309
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$232,495
Value of total assets at end of year2019-06-30$2,164,058
Value of total assets at beginning of year2019-06-30$1,906,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$369
Total interest from all sources2019-06-30$4,573
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$147,394
Participant contributions at end of year2019-06-30$13,431
Participant contributions at beginning of year2019-06-30$7,366
Participant contributions at end of year2019-06-30$6,180
Participant contributions at beginning of year2019-06-30$5,911
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$39,811
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$257,635
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,164,058
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,906,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,807,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,585,693
Interest on participant loans2019-06-30$225
Interest earned on other investments2019-06-30$4,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$334,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$305,394
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$80,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$45,290
Employer contributions (assets) at end of year2019-06-30$2,727
Employer contributions (assets) at beginning of year2019-06-30$2,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$59,309
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30LEAF & COLE, LLP
Accountancy firm EIN2019-06-30952076568
2018 : EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$358,792
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$50,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$49,787
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$245,190
Value of total assets at end of year2018-06-30$1,906,423
Value of total assets at beginning of year2018-06-30$1,597,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$383
Total interest from all sources2018-06-30$3,351
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$133,454
Participant contributions at end of year2018-06-30$7,366
Participant contributions at beginning of year2018-06-30$11,029
Participant contributions at end of year2018-06-30$5,911
Participant contributions at beginning of year2018-06-30$5,127
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$67,771
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$308,622
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,906,423
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,597,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,585,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,292,920
Interest on participant loans2018-06-30$397
Interest earned on other investments2018-06-30$2,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$305,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$286,591
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$110,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$43,965
Employer contributions (assets) at end of year2018-06-30$2,059
Employer contributions (assets) at beginning of year2018-06-30$2,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$49,787
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30LEAF & COLE, LLP
Accountancy firm EIN2018-06-30952076568
2017 : EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$295,088
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$352,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$351,624
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$146,511
Value of total assets at end of year2017-06-30$1,597,801
Value of total assets at beginning of year2017-06-30$1,654,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$533
Total interest from all sources2017-06-30$3,128
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$102,538
Participant contributions at end of year2017-06-30$11,029
Participant contributions at beginning of year2017-06-30$8,190
Participant contributions at end of year2017-06-30$5,127
Participant contributions at beginning of year2017-06-30$3,976
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$7,117
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-57,069
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,597,801
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,654,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,292,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,373,103
Interest on participant loans2017-06-30$371
Interest earned on other investments2017-06-30$2,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$286,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$268,096
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$145,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$36,856
Employer contributions (assets) at end of year2017-06-30$2,134
Employer contributions (assets) at beginning of year2017-06-30$1,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$351,624
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30LEAF & COLE, LLP
Accountancy firm EIN2017-06-30952076568
2016 : EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$2,050,749
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$395,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$395,267
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,036,490
Value of total assets at end of year2016-06-30$1,654,870
Value of total assets at beginning of year2016-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$612
Total interest from all sources2016-06-30$2,551
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$110,119
Participant contributions at end of year2016-06-30$8,190
Participant contributions at beginning of year2016-06-30$0
Participant contributions at end of year2016-06-30$3,976
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$1,893,323
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,654,870
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,654,870
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$0
Value of interest in pooled separate accounts at end of year2016-06-30$1,373,103
Interest on participant loans2016-06-30$399
Interest earned on other investments2016-06-30$2,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$268,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$11,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$33,048
Employer contributions (assets) at end of year2016-06-30$1,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$395,267
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30LEAF & COLE, LLP
Accountancy firm EIN2016-06-30952076568

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER

2021: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01First time form 5500 has been submittedYes
2015-08-01Submission has been amendedYes
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059583D
Policy instance 1
Insurance contract or identification number059583D
Number of Individuals Covered137
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,652
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 fees1652
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 number059583D
Policy instance 1
Insurance contract or identification number059583D
Number of Individuals Covered86
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $778
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 fees778
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 number059583D
Policy instance 1
Insurance contract or identification number059583D
Number of Individuals Covered89
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,460
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 fees1460
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 number059583D
Policy instance 1
Insurance contract or identification number059583D
Number of Individuals Covered90
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,373
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 fees1373
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 number059583D
Policy instance 1
Insurance contract or identification number059583D
Number of Individuals Covered88
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $528
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

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