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MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 401k Plan overview

Plan NameMUTUAL BENEFIT ASSOCIATION INSURANCE FUND
Plan identification number 501

MUTUAL BENEFIT ASSOCIATION INSURANCE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

MUTUAL BENEFIT ASSOCIATION INSURANCE FUND has sponsored the creation of one or more 401k plans.

Company Name:MUTUAL BENEFIT ASSOCIATION INSURANCE FUND
Employer identification number (EIN):310386645
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTUAL BENEFIT ASSOCIATION INSURANCE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01ROBERT KIRCH
5012016-01-01ROBERT KIRCH ROBERT KIRCH2017-10-02
5012015-01-01ROBERT KIRCH
5012014-01-01ROBERT KIRCH
5012013-01-01ROBERT KIRCH
5012012-01-01ROBERT KIRCH
5012011-01-01ROBERT KIRCH
5012009-01-01JIM WILSON

Plan Statistics for MUTUAL BENEFIT ASSOCIATION INSURANCE FUND

401k plan membership statisitcs for MUTUAL BENEFIT ASSOCIATION INSURANCE FUND

Measure Date Value
2023: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2023 401k membership
Total participants, beginning-of-year2023-01-01598
Total number of active participants reported on line 7a of the Form 55002023-01-01598
Total of all active and inactive participants2023-01-01598
Total participants2023-01-01598
2022: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01598
Total number of active participants reported on line 7a of the Form 55002022-01-01598
Total of all active and inactive participants2022-01-01598
Total participants2022-01-01598
2021: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01692
Total number of active participants reported on line 7a of the Form 55002021-01-01598
Total of all active and inactive participants2021-01-01598
Total participants2021-01-01598
2020: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01735
Total number of active participants reported on line 7a of the Form 55002020-01-01692
Total of all active and inactive participants2020-01-01692
Total participants2020-01-01692
2019: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01789
Total number of active participants reported on line 7a of the Form 55002019-01-01735
Total of all active and inactive participants2019-01-01735
Total participants2019-01-01735
2018: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01847
Total number of active participants reported on line 7a of the Form 55002018-01-01789
Total of all active and inactive participants2018-01-01789
Total participants2018-01-01789
2017: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01893
Total number of active participants reported on line 7a of the Form 55002017-01-01847
Total of all active and inactive participants2017-01-01847
Total participants2017-01-01847
2016: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01979
Total number of active participants reported on line 7a of the Form 55002016-01-01893
Total of all active and inactive participants2016-01-01893
Total participants2016-01-01893
2015: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,349
Total number of active participants reported on line 7a of the Form 55002015-01-01979
Total of all active and inactive participants2015-01-01979
Total participants2015-01-01979
2014: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,510
Total number of active participants reported on line 7a of the Form 55002014-01-011,349
Number of retired or separated participants receiving benefits2014-01-010
Total of all active and inactive participants2014-01-011,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,349
2013: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,633
Total number of active participants reported on line 7a of the Form 55002013-01-011,510
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,510
Total participants2013-01-011,510
2012: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,737
Total number of active participants reported on line 7a of the Form 55002012-01-011,633
Total of all active and inactive participants2012-01-011,633
Total participants2012-01-011,633
2011: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,863
Total number of active participants reported on line 7a of the Form 55002011-01-011,737
Total of all active and inactive participants2011-01-011,737
Total participants2011-01-011,737
2009: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,148
Total number of active participants reported on line 7a of the Form 55002009-01-012,056
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012,056
Total participants2009-01-012,056

Financial Data on MUTUAL BENEFIT ASSOCIATION INSURANCE FUND

Measure Date Value
2023 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,208
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$16,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$149,720
Value of total assets at beginning of year2023-12-31$163,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$16,770
Total interest from all sources2023-12-31$3,058
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$40,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Other income not declared elsewhere2023-12-31$150
Administrative expenses (other) incurred2023-12-31$7,525
Total non interest bearing cash at end of year2023-12-31$12,775
Total non interest bearing cash at beginning of year2023-12-31$734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-13,562
Value of net assets at end of year (total assets less liabilities)2023-12-31$149,720
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$163,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$136,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$162,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$162,548
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$3,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contract administrator fees2023-12-31$250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KELLEY GALLOWAY SMITH GOOLSBY PSC
Accountancy firm EIN2023-12-31611129866
2022 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$700
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$163,282
Value of total assets at beginning of year2022-12-31$183,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,138
Total interest from all sources2022-12-31$597
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$8,347
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$40,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$103
Administrative expenses (other) incurred2022-12-31$6,791
Total non interest bearing cash at end of year2022-12-31$734
Total non interest bearing cash at beginning of year2022-12-31$5,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,678
Value of net assets at end of year (total assets less liabilities)2022-12-31$163,282
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$183,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$162,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$178,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$178,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KELLEY GALLOWAY SMITH GOOLSBY PSC
Accountancy firm EIN2022-12-31611129866
2021 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,181
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$27,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,919
Value of total assets at end of year2021-12-31$183,960
Value of total assets at beginning of year2021-12-31$207,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,904
Total interest from all sources2021-12-31$1,262
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$8,573
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$40,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,919
Administrative expenses (other) incurred2021-12-31$6,331
Total non interest bearing cash at end of year2021-12-31$5,509
Total non interest bearing cash at beginning of year2021-12-31$17,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-23,867
Value of net assets at end of year (total assets less liabilities)2021-12-31$183,960
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$207,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$178,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$190,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$190,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,144
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KELLY GALLOWAY SMITH GOOLSBY
Accountancy firm EIN2021-12-31611129866
2020 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,982
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$21,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,143
Value of total assets at end of year2020-12-31$207,827
Value of total assets at beginning of year2020-12-31$224,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,483
Total interest from all sources2020-12-31$2,763
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$8,057
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$40,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,143
Other income not declared elsewhere2020-12-31$76
Administrative expenses (other) incurred2020-12-31$5,426
Total non interest bearing cash at end of year2020-12-31$17,287
Total non interest bearing cash at beginning of year2020-12-31$8,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-16,583
Value of net assets at end of year (total assets less liabilities)2020-12-31$207,827
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$224,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$190,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$216,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$216,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,082
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KELLY GALLOWAY SMITH GOOLSBY
Accountancy firm EIN2020-12-31611129866
2019 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,583
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$25,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,265
Value of total assets at end of year2019-12-31$224,410
Value of total assets at beginning of year2019-12-31$243,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,372
Total interest from all sources2019-12-31$3,122
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$8,957
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$40,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,265
Other income not declared elsewhere2019-12-31$1,196
Administrative expenses (other) incurred2019-12-31$6,415
Total non interest bearing cash at end of year2019-12-31$8,249
Total non interest bearing cash at beginning of year2019-12-31$5,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-19,259
Value of net assets at end of year (total assets less liabilities)2019-12-31$224,410
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$243,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$216,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$238,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$238,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,470
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KELLY GALLOWAY SMITH GOOLSBY
Accountancy firm EIN2019-12-31611129866
2018 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,548
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$35,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,458
Value of total assets at end of year2018-12-31$243,669
Value of total assets at beginning of year2018-12-31$273,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,195
Total interest from all sources2018-12-31$2,976
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$8,376
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$40,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,458
Other income not declared elsewhere2018-12-31$114
Administrative expenses (other) incurred2018-12-31$8,819
Total non interest bearing cash at end of year2018-12-31$5,629
Total non interest bearing cash at beginning of year2018-12-31$4,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-30,289
Value of net assets at end of year (total assets less liabilities)2018-12-31$243,669
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$273,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$238,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$269,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$269,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,642
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KELLY GALLOWAY SMITH GOOLSBY PSC
Accountancy firm EIN2018-12-31611129866
2017 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5
Total income from all sources (including contributions)2017-12-31$4,592
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$27,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,806
Value of total assets at end of year2017-12-31$273,958
Value of total assets at beginning of year2017-12-31$297,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,641
Total interest from all sources2017-12-31$1,786
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$8,590
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$40,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5
Administrative expenses (other) incurred2017-12-31$3,051
Total non interest bearing cash at end of year2017-12-31$4,140
Total non interest bearing cash at beginning of year2017-12-31$4,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-23,276
Value of net assets at end of year (total assets less liabilities)2017-12-31$273,958
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$297,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$269,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$293,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$293,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,227
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KELLY GALLOWAY SMITH GOOLSBY PSC
Accountancy firm EIN2017-12-31611129866
2016 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5
Total income from all sources (including contributions)2016-12-31$22,453
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$25,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,794
Value of total assets at end of year2016-12-31$297,239
Value of total assets at beginning of year2016-12-31$300,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,867
Total interest from all sources2016-12-31$1,577
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$10,376
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$40,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5
Other income not declared elsewhere2016-12-31$18,082
Administrative expenses (other) incurred2016-12-31$1,491
Total non interest bearing cash at end of year2016-12-31$4,206
Total non interest bearing cash at beginning of year2016-12-31$7,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,299
Value of net assets at end of year (total assets less liabilities)2016-12-31$297,234
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$300,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$293,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$293,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$293,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,885
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KELLY,GALLOWAY,SMITH,GOOLSBY PSC
Accountancy firm EIN2016-12-31611129866
2015 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,130
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$36,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,338
Value of total assets at end of year2015-12-31$300,538
Value of total assets at beginning of year2015-12-31$331,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,841
Total interest from all sources2015-12-31$1,792
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$9,210
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$40,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,338
Administrative expenses (other) incurred2015-12-31$9,631
Liabilities. Value of operating payables at end of year2015-12-31$5
Total non interest bearing cash at end of year2015-12-31$7,165
Total non interest bearing cash at beginning of year2015-12-31$4,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-30,961
Value of net assets at end of year (total assets less liabilities)2015-12-31$300,533
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$331,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$293,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$326,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$326,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KELLY GALLOWAY SMITH GOOLSBY PSC
Accountancy firm EIN2015-12-31611129886
2014 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$518
Total income from all sources (including contributions)2014-12-31$6,582
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$38,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$23,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,898
Value of total assets at end of year2014-12-31$331,494
Value of total assets at beginning of year2014-12-31$363,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,626
Total interest from all sources2014-12-31$1,684
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$5,900
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$40,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$518
Administrative expenses (other) incurred2014-12-31$8,726
Total non interest bearing cash at end of year2014-12-31$4,899
Total non interest bearing cash at beginning of year2014-12-31$8,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-31,569
Value of net assets at end of year (total assets less liabilities)2014-12-31$331,494
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$363,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$326,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$354,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$354,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$23,525
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KELLEY GALLOWAY SMITH GOOLSBY, PSC
Accountancy firm EIN2014-12-31611129886
2013 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,488
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$29,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,995
Value of total assets at end of year2013-12-31$363,581
Value of total assets at beginning of year2013-12-31$386,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,332
Total interest from all sources2013-12-31$1,493
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$40,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$518
Administrative expenses (other) incurred2013-12-31$8,332
Total non interest bearing cash at end of year2013-12-31$8,670
Total non interest bearing cash at beginning of year2013-12-31$3,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-23,929
Value of net assets at end of year (total assets less liabilities)2013-12-31$363,063
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$386,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$354,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$383,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$383,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HAYES EADIE INC.
Accountancy firm EIN2013-12-31010682291
2012 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$7,414
Total of all expenses incurred2012-12-31$38,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,653
Value of total assets at end of year2012-12-31$386,992
Value of total assets at beginning of year2012-12-31$417,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,179
Total interest from all sources2012-12-31$2,761
Administrative expenses professional fees incurred2012-12-31$5,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$40,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,653
Administrative expenses (other) incurred2012-12-31$7,679
Total non interest bearing cash at end of year2012-12-31$3,574
Total non interest bearing cash at beginning of year2012-12-31$7,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-30,681
Value of net assets at end of year (total assets less liabilities)2012-12-31$386,992
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$417,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$383,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$410,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$410,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,916
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HAYES EADIE INC
Accountancy firm EIN2012-12-31010682291
2011 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$20,365
Total of all expenses incurred2011-12-31$34,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$21,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,931
Value of total assets at end of year2011-12-31$417,673
Value of total assets at beginning of year2011-12-31$431,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,866
Total interest from all sources2011-12-31$5,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$5,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$40,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$14,931
Administrative expenses (other) incurred2011-12-31$7,366
Total non interest bearing cash at end of year2011-12-31$7,015
Total non interest bearing cash at beginning of year2011-12-31$6,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-14,015
Value of net assets at end of year (total assets less liabilities)2011-12-31$417,673
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$431,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$410,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$425,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$425,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$21,514
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HAYES EADIE INC.
Accountancy firm EIN2011-12-31010682291
2010 : MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$34,311
Total of all expenses incurred2010-12-31$28,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$19,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$23,439
Value of total assets at end of year2010-12-31$431,688
Value of total assets at beginning of year2010-12-31$426,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,926
Total interest from all sources2010-12-31$10,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,500
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$23,439
Administrative expenses (other) incurred2010-12-31$3,426
Total non interest bearing cash at end of year2010-12-31$6,465
Total non interest bearing cash at beginning of year2010-12-31$11,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,430
Value of net assets at end of year (total assets less liabilities)2010-12-31$431,688
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$426,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$425,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$414,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$414,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$19,955
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HAYES EADIE INC.
Accountancy firm EIN2010-12-31010682291

Form 5500 Responses for MUTUAL BENEFIT ASSOCIATION INSURANCE FUND

2023: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MUTUAL BENEFIT ASSOCIATION INSURANCE FUND 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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