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DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 401k Plan overview

Plan NameDEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC
Plan identification number 002

DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WOODLEY HOUSE INC. has sponsored the creation of one or more 401k plans.

Company Name:WOODLEY HOUSE INC.
Employer identification number (EIN):530245460
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01TYRONE CARTWRIGHT2019-09-26
0022017-01-01GARY FRYE2018-06-21 GARY FRYE2018-06-21
0022016-01-01GARY FRYE2017-09-27 GARY FRYE2017-09-27
0022015-01-01GARY FRYE2017-09-27 GARY FRYE2017-09-27
0022015-01-01GARY FRYE2017-01-09 GARY FRYE2017-01-09
0022014-01-01GARY FRYE2017-09-27 GARY FRYE2017-09-27
0022014-01-01GARY FRYE2017-01-09 GARY FRYE2017-01-09
0022013-01-01GARY FRYE2017-09-21 GARY FRYE2017-09-21
0022012-01-01ALAN B SVEDLOW2013-12-31
0022011-01-01ALAN B SVEDLOW2013-12-31
0022010-01-01GARY FRYE2017-06-29
0022008-01-01ALAN B SVEDLOW
0022007-01-01ALAN B SVEDLOW
0022006-01-01ALAN B SVEDLOW
0022005-01-01ALAN B SVEDLOW
0022002-01-01ALAN B SVEDLOW
0022001-01-01ALAN B SVEDLOW
0022000-01-01ALAN B SVEDLOW

Plan Statistics for DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC

401k plan membership statisitcs for DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC

Measure Date Value
2008: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2008 401k membership
Total participants, beginning-of-year2008-01-0131
Total number of active participants reported on line 7a of the Form 55002008-01-0114
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0120
Total of all active and inactive participants2008-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-011
Total participants2008-01-0135
Number of participants with account balances2008-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2007 401k membership
Total participants, beginning-of-year2007-01-0134
Total number of active participants reported on line 7a of the Form 55002007-01-019
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0122
Total of all active and inactive participants2007-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0131
Number of participants with account balances2007-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2006 401k membership
Total participants, beginning-of-year2006-01-0131
Total number of active participants reported on line 7a of the Form 55002006-01-0114
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-0119
Total of all active and inactive participants2006-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-011
Total participants2006-01-0134
Number of participants with account balances2006-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2005 401k membership
Total participants, beginning-of-year2005-01-0128
Total number of active participants reported on line 7a of the Form 55002005-01-0122
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-019
Total of all active and inactive participants2005-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-0131
Number of participants with account balances2005-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
2002: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2002 401k membership
Total participants, beginning-of-year2002-01-0124
Total number of active participants reported on line 7a of the Form 55002002-01-0115
Number of retired or separated participants receiving benefits2002-01-010
Number of other retired or separated participants entitled to future benefits2002-01-018
Total of all active and inactive participants2002-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2002-01-010
Total participants2002-01-0123
Number of participants with account balances2002-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-01-010
2001: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2001 401k membership
Total participants, beginning-of-year2001-01-0127
Total number of active participants reported on line 7a of the Form 55002001-01-0117
Number of retired or separated participants receiving benefits2001-01-010
Number of other retired or separated participants entitled to future benefits2001-01-017
Total of all active and inactive participants2001-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2001-01-010
Total participants2001-01-0124
Number of participants with account balances2001-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2001-01-010
2000: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2000 401k membership
Total participants, beginning-of-year2000-01-0127
Total number of active participants reported on line 7a of the Form 55002000-01-0121
Number of retired or separated participants receiving benefits2000-01-010
Number of other retired or separated participants entitled to future benefits2000-01-016
Total of all active and inactive participants2000-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2000-01-010
Total participants2000-01-0127
Number of participants with account balances2000-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2000-01-010

Financial Data on DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC

Measure Date Value
2008 : DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-27,261
Expenses. Total of all expenses incurred2008-12-31$54,879
Benefits paid (including direct rollovers)2008-12-31$54,307
Total plan assets at end of year2008-12-31$176,173
Total plan assets at beginning of year2008-12-31$258,313
Value of fidelity bond covering the plan2008-12-31$1,000,000
Total contributions received or receivable from participants2008-12-31$0
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-42,386
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-82,140
Net plan assets at end of year (total assets less liabilities)2008-12-31$176,173
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$258,313
Total contributions received or receivable from employer(s)2008-12-31$15,125
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$572
Funding deficiency by the employer to the plan for this plan year2008-12-31$0
Minimum employer required contribution for this plan year2008-12-31$15,125
Amount contributed by the employer to the plan for this plan year2008-12-31$15,125
2007 : DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$32,695
Expenses. Total of all expenses incurred2007-12-31$26,556
Benefits paid (including direct rollovers)2007-12-31$25,959
Total plan assets at end of year2007-12-31$258,313
Total plan assets at beginning of year2007-12-31$252,174
Value of fidelity bond covering the plan2007-12-31$1,000,000
Total contributions received or receivable from participants2007-12-31$0
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$13,925
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$6,139
Net plan assets at end of year (total assets less liabilities)2007-12-31$258,313
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$252,174
Total contributions received or receivable from employer(s)2007-12-31$18,770
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$597
Funding deficiency by the employer to the plan for this plan year2007-12-31$0
Minimum employer required contribution for this plan year2007-12-31$18,770
Amount contributed by the employer to the plan for this plan year2007-12-31$18,770
2006 : DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2006 401k financial data
Transfers to/from the plan2006-12-31$0
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$37,773
Expenses. Total of all expenses incurred2006-12-31$2,852
Benefits paid (including direct rollovers)2006-12-31$2,217
Total plan assets at end of year2006-12-31$252,174
Total plan assets at beginning of year2006-12-31$217,253
Value of fidelity bond covering the plan2006-12-31$1,000,000
Total contributions received or receivable from participants2006-12-31$0
Expenses. Other expenses not covered elsewhere2006-12-31$0
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$17,803
Noncash contributions received2006-12-31$0
Net income (gross income less expenses)2006-12-31$34,921
Net plan assets at end of year (total assets less liabilities)2006-12-31$252,174
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$217,253
Total contributions received or receivable from employer(s)2006-12-31$19,970
Value of certain deemed distributions of participant loans2006-12-31$0
Value of corrective distributions2006-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$635
Funding deficiency by the employer to the plan for this plan year2006-12-31$0
Minimum employer required contribution for this plan year2006-12-31$19,970
Amount contributed by the employer to the plan for this plan year2006-12-31$19,970
2005 : DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2005 401k financial data
Transfers to/from the plan2005-12-31$0
Total plan liabilities at end of year2005-12-31$0
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$39,221
Expenses. Total of all expenses incurred2005-12-31$1,543
Benefits paid (including direct rollovers)2005-12-31$959
Total plan assets at end of year2005-12-31$217,253
Total plan assets at beginning of year2005-12-31$179,575
Value of fidelity bond covering the plan2005-12-31$1,000,000
Total contributions received or receivable from participants2005-12-31$0
Expenses. Other expenses not covered elsewhere2005-12-31$0
Contributions received from other sources (not participants or employers)2005-12-31$0
Other income received2005-12-31$9,782
Noncash contributions received2005-12-31$0
Net income (gross income less expenses)2005-12-31$37,678
Net plan assets at end of year (total assets less liabilities)2005-12-31$217,253
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$179,575
Total contributions received or receivable from employer(s)2005-12-31$29,439
Value of certain deemed distributions of participant loans2005-12-31$0
Value of corrective distributions2005-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$584
Funding deficiency by the employer to the plan for this plan year2005-12-31$0
Minimum employer required contribution for this plan year2005-12-31$29,439
Amount contributed by the employer to the plan for this plan year2005-12-31$29,439
2002 : DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2002 401k financial data
Transfers to/from the plan2002-12-31$0
Total plan liabilities at end of year2002-12-31$0
Total plan liabilities at beginning of year2002-12-31$0
Total income from all sources2002-12-31$10,844
Expenses. Total of all expenses incurred2002-12-31$7,837
Benefits paid (including direct rollovers)2002-12-31$7,350
Total plan assets at end of year2002-12-31$127,403
Total plan assets at beginning of year2002-12-31$124,396
Value of fidelity bond covering the plan2002-12-31$1,000,000
Total contributions received or receivable from participants2002-12-31$0
Expenses. Other expenses not covered elsewhere2002-12-31$0
Contributions received from other sources (not participants or employers)2002-12-31$0
Other income received2002-12-31$-7,104
Noncash contributions received2002-12-31$0
Net income (gross income less expenses)2002-12-31$3,007
Net plan assets at end of year (total assets less liabilities)2002-12-31$127,403
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$124,396
Total contributions received or receivable from employer(s)2002-12-31$17,948
Value of certain deemed distributions of participant loans2002-12-31$0
Value of corrective distributions2002-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2002-12-31$487
Funding deficiency by the employer to the plan for this plan year2002-12-31$0
Minimum employer required contribution for this plan year2002-12-31$17,948
Amount contributed by the employer to the plan for this plan year2002-12-31$17,948
2001 : DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2001 401k financial data
Transfers to/from the plan2001-12-31$0
Total plan liabilities at end of year2001-12-31$0
Total plan liabilities at beginning of year2001-12-31$0
Total income from all sources2001-12-31$11,744
Expenses. Total of all expenses incurred2001-12-31$6,731
Benefits paid (including direct rollovers)2001-12-31$6,271
Total plan assets at end of year2001-12-31$124,396
Total plan assets at beginning of year2001-12-31$119,383
Value of fidelity bond covering the plan2001-12-31$1,000,000
Total contributions received or receivable from participants2001-12-31$0
Expenses. Other expenses not covered elsewhere2001-12-31$0
Contributions received from other sources (not participants or employers)2001-12-31$0
Other income received2001-12-31$-5,237
Noncash contributions received2001-12-31$0
Net income (gross income less expenses)2001-12-31$5,013
Net plan assets at end of year (total assets less liabilities)2001-12-31$124,396
Net plan assets at beginning of year (total assets less liabilities)2001-12-31$119,383
Total contributions received or receivable from employer(s)2001-12-31$16,981
Value of certain deemed distributions of participant loans2001-12-31$0
Value of corrective distributions2001-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2001-12-31$460
Funding deficiency by the employer to the plan for this plan year2001-12-31$0
Minimum employer required contribution for this plan year2001-12-31$16,981
Amount contributed by the employer to the plan for this plan year2001-12-31$16,981
2000 : DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2000 401k financial data
Transfers to/from the plan2000-12-31$0
Total plan liabilities at end of year2000-12-31$0
Total plan liabilities at beginning of year2000-12-31$0
Total income from all sources2000-12-31$17,277
Expenses. Total of all expenses incurred2000-12-31$30,353
Benefits paid (including direct rollovers)2000-12-31$29,881
Total plan assets at end of year2000-12-31$119,383
Total plan assets at beginning of year2000-12-31$132,459
Value of fidelity bond covering the plan2000-12-31$1,000,000
Total contributions received or receivable from participants2000-12-31$0
Expenses. Other expenses not covered elsewhere2000-12-31$0
Contributions received from other sources (not participants or employers)2000-12-31$0
Other income received2000-12-31$-791
Noncash contributions received2000-12-31$0
Net income (gross income less expenses)2000-12-31$-13,076
Net plan assets at end of year (total assets less liabilities)2000-12-31$119,383
Net plan assets at beginning of year (total assets less liabilities)2000-12-31$132,459
Total contributions received or receivable from employer(s)2000-12-31$18,068
Value of certain deemed distributions of participant loans2000-12-31$0
Value of corrective distributions2000-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2000-12-31$472
Funding deficiency by the employer to the plan for this plan year2000-12-31$0
Minimum employer required contribution for this plan year2000-12-31$18,068
Amount contributed by the employer to the plan for this plan year2000-12-31$18,068

Form 5500 Responses for DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC

2008: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes
2006: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – InsuranceYes
2005: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan benefit arrangement – InsuranceYes
2002: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – InsuranceYes
2002-01-01Plan benefit arrangement – InsuranceYes
2001: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2001-01-01Plan funding arrangement – InsuranceYes
2001-01-01Plan benefit arrangement – InsuranceYes
2000: DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF WOODLEY HOUSE INC 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedNo
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
2000-01-01Plan funding arrangement – InsuranceYes
2000-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051209F
Policy instance 1
Insurance contract or identification number051209F
Number of Individuals Covered35
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees11
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameDAVID GRAVER
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051209F
Policy instance 1
Insurance contract or identification number051209F
Number of Individuals Covered31
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $27
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameGUSTAVO CAMACHO
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051209-F
Policy instance 1
Insurance contract or identification number051209-F
Number of Individuals Covered34
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $42
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees22
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJAMES WILEY
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051209-F
Policy instance 1
Insurance contract or identification number051209-F
Number of Individuals Covered31
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051209-F
Policy instance 1
Insurance contract or identification number051209-F
Number of Individuals Covered23
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051209-F
Policy instance 1
Insurance contract or identification number051209-F
Number of Individuals Covered24
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051209F
Policy instance 1
Insurance contract or identification number051209F
Number of Individuals Covered27
Insurance policy start date2000-01-01
Insurance policy end date2000-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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