TUBMAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE
| Measure | Date | Value |
|---|
| 2016: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 17 |
| Total of all active and inactive participants | 2016-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 25 |
| Number of participants with account balances | 2016-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 17 |
| Total of all active and inactive participants | 2015-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 25 |
| Number of participants with account balances | 2015-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 19 |
| Total of all active and inactive participants | 2014-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 27 |
| Number of participants with account balances | 2014-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 27 |
| 2013: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 20 |
| Total of all active and inactive participants | 2013-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 28 |
| Number of participants with account balances | 2013-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 17 |
| Total of all active and inactive participants | 2012-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 28 |
| Number of participants with account balances | 2012-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 18 |
| Total of all active and inactive participants | 2011-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 30 |
| Number of participants with account balances | 2011-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 17 |
| Total of all active and inactive participants | 2010-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 32 |
| Number of participants with account balances | 2010-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 17 |
| Total of all active and inactive participants | 2009-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 33 |
| Number of participants with account balances | 2009-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $15,668 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $850 |
| Total plan assets at end of year | 2016-12-31 | $245,556 |
| Total plan assets at beginning of year | 2016-12-31 | $230,738 |
| Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
| Other income received | 2016-12-31 | $15,668 |
| Net income (gross income less expenses) | 2016-12-31 | $14,818 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $245,556 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $230,738 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $850 |
| 2015 : 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $1,460 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $7,021 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $6,653 |
| Total plan assets at end of year | 2015-12-31 | $230,738 |
| Total plan assets at beginning of year | 2015-12-31 | $236,299 |
| Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
| Other income received | 2015-12-31 | $1,460 |
| Net income (gross income less expenses) | 2015-12-31 | $-5,561 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $230,738 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $236,299 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $368 |
| 2014 : 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $19,169 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $37,808 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $37,408 |
| Total plan assets at end of year | 2014-12-31 | $236,299 |
| Total plan assets at beginning of year | 2014-12-31 | $254,938 |
| Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
| Other income received | 2014-12-31 | $19,169 |
| Net income (gross income less expenses) | 2014-12-31 | $-18,639 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $236,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $254,938 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $400 |
| 2013 : 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $42,518 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $390 |
| Total plan assets at end of year | 2013-12-31 | $254,938 |
| Total plan assets at beginning of year | 2013-12-31 | $212,810 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Other income received | 2013-12-31 | $42,518 |
| Net income (gross income less expenses) | 2013-12-31 | $42,128 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $254,938 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $212,810 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $390 |
| 2012 : 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $20,822 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $20,896 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $20,487 |
| Total plan assets at end of year | 2012-12-31 | $212,810 |
| Total plan assets at beginning of year | 2012-12-31 | $212,884 |
| Other income received | 2012-12-31 | $20,822 |
| Net income (gross income less expenses) | 2012-12-31 | $-74 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $212,810 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $212,884 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $409 |
| 2011 : 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2011 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2011-12-31 | $30,420 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $29,868 |
| Total plan assets at end of year | 2011-12-31 | $212,884 |
| Total plan assets at beginning of year | 2011-12-31 | $243,304 |
| Value of fidelity bond covering the plan | 2011-12-31 | $3,000,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $82 |
| Net income (gross income less expenses) | 2011-12-31 | $-30,420 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $212,884 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $243,304 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $470 |
| 2010 : 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $26,063 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $10,256 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $9,774 |
| Total plan assets at end of year | 2010-12-31 | $243,304 |
| Total plan assets at beginning of year | 2010-12-31 | $227,497 |
| Value of fidelity bond covering the plan | 2010-12-31 | $3,000,000 |
| Other income received | 2010-12-31 | $26,063 |
| Net income (gross income less expenses) | 2010-12-31 | $15,807 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $243,304 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $227,497 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $482 |
| 2016: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: 403B THRIFT PLAN OF TUBMAN FAMILY ALLIANCE 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 016693-E |
| Policy instance | 1 |
| Insurance contract or identification number | 016693-E | | Number of Individuals Covered | 25 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 016693-E |
| Policy instance | 1 |
| Insurance contract or identification number | 016693-E | | Number of Individuals Covered | 27 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 016693-E |
| Policy instance | 1 |
| Insurance contract or identification number | 016693-E | | Number of Individuals Covered | 28 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 016693E |
| Policy instance | 1 |
| Insurance contract or identification number | 016693E | | Number of Individuals Covered | 28 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 016693-E |
| Policy instance | 1 |
| Insurance contract or identification number | 016693-E | | Number of Individuals Covered | 30 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 016693-E |
| Policy instance | 1 |
| Insurance contract or identification number | 016693-E | | Number of Individuals Covered | 32 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes |
|
