FAMILY SERVICES OF GREATER HOUSTON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403B THRIFT PLAN OF FAMILY SERVICE CENTER
| Measure | Date | Value |
|---|
| 2019: 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 46 |
| Total of all active and inactive participants | 2019-01-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 102 |
| Number of participants with account balances | 2019-01-01 | 102 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 47 |
| Total of all active and inactive participants | 2018-01-01 | 105 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 106 |
| Number of participants with account balances | 2018-01-01 | 105 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 8 |
| 2017: 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 47 |
| Total of all active and inactive participants | 2017-01-01 | 105 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 105 |
| Number of participants with account balances | 2017-01-01 | 105 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 11 |
| 2014: 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 84 |
| 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 | 29 |
| Total of all active and inactive participants | 2014-01-01 | 113 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 113 |
| Number of participants with account balances | 2014-01-01 | 113 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
| 2013: 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 83 |
| 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 | 23 |
| Total of all active and inactive participants | 2013-01-01 | 106 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 106 |
| Number of participants with account balances | 2013-01-01 | 106 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 13 |
| 2012: 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 115 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 97 |
| 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 | 114 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 114 |
| Number of participants with account balances | 2012-01-01 | 114 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
| 2011: 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 95 |
| 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 | 20 |
| Total of all active and inactive participants | 2011-01-01 | 115 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 115 |
| Number of participants with account balances | 2011-01-01 | 115 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
| 2010: 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 85 |
| 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 | 22 |
| Total of all active and inactive participants | 2010-01-01 | 107 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 107 |
| Number of participants with account balances | 2010-01-01 | 107 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2019 : 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,114,384 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $486,309 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $485,336 |
| Total plan assets at end of year | 2019-12-31 | $4,831,698 |
| Total plan assets at beginning of year | 2019-12-31 | $4,203,623 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $168,579 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $973 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $45,196 |
| Other income received | 2019-12-31 | $776,431 |
| Net income (gross income less expenses) | 2019-12-31 | $628,075 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,831,698 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,203,623 |
| Assets. Value of participant loans | 2019-12-31 | $46,279 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $124,178 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $75,849 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $958,333 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $957,455 |
| Total plan assets at end of year | 2018-12-31 | $4,203,623 |
| Total plan assets at beginning of year | 2018-12-31 | $5,086,107 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $142,656 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $878 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $12,994 |
| Other income received | 2018-12-31 | $-189,235 |
| Net income (gross income less expenses) | 2018-12-31 | $-882,484 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,203,623 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,086,107 |
| Assets. Value of participant loans | 2018-12-31 | $48,683 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $109,434 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,027,119 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $113,591 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $112,710 |
| Total plan assets at end of year | 2017-12-31 | $5,086,107 |
| Total plan assets at beginning of year | 2017-12-31 | $4,172,579 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $142,333 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $881 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $160,943 |
| Other income received | 2017-12-31 | $597,417 |
| Net income (gross income less expenses) | 2017-12-31 | $913,528 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,086,107 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,172,579 |
| Assets. Value of participant loans | 2017-12-31 | $87,055 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $126,426 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2014 : 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $768,412 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $89,016 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $88,616 |
| Total plan assets at end of year | 2014-12-31 | $6,262,581 |
| Total plan assets at beginning of year | 2014-12-31 | $5,583,185 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $211,529 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $400 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $64,889 |
| Other income received | 2014-12-31 | $336,569 |
| Net income (gross income less expenses) | 2014-12-31 | $679,396 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,262,581 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,583,185 |
| Assets. Value of participant loans | 2014-12-31 | $54,645 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $155,425 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,771,078 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $625,916 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $592,244 |
| Total plan assets at end of year | 2013-12-31 | $5,583,185 |
| Total plan assets at beginning of year | 2013-12-31 | $4,438,023 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $230,006 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $33,672 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $570,934 |
| Other income received | 2013-12-31 | $784,538 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $1,145,162 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,583,185 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,438,023 |
| Assets. Value of participant loans | 2013-12-31 | $61,100 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $185,600 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $836,067 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $347,621 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $333,750 |
| Total plan assets at end of year | 2012-12-31 | $4,438,023 |
| Total plan assets at beginning of year | 2012-12-31 | $3,949,577 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $245,391 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $13,871 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $21,384 |
| Other income received | 2012-12-31 | $383,901 |
| Net income (gross income less expenses) | 2012-12-31 | $488,446 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,438,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,949,577 |
| Assets. Value of participant loans | 2012-12-31 | $76,997 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $185,391 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $439,433 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $165,181 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $164,831 |
| Total plan assets at end of year | 2011-12-31 | $3,949,577 |
| Total plan assets at beginning of year | 2011-12-31 | $3,675,325 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $248,752 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $350 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $33,702 |
| Other income received | 2011-12-31 | $-21,318 |
| Net income (gross income less expenses) | 2011-12-31 | $274,252 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,949,577 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,675,325 |
| Assets. Value of participant loans | 2011-12-31 | $111,506 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $178,297 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $795,238 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $103,760 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $103,460 |
| Total plan assets at end of year | 2010-12-31 | $3,675,325 |
| Total plan assets at beginning of year | 2010-12-31 | $2,983,847 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $206,243 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $300 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $40,568 |
| Other income received | 2010-12-31 | $396,311 |
| Net income (gross income less expenses) | 2010-12-31 | $691,478 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,675,325 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,983,847 |
| Assets. Value of participant loans | 2010-12-31 | $105,133 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $152,116 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2019: 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: 403B THRIFT PLAN OF FAMILY SERVICE CENTER 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: 403B THRIFT PLAN OF FAMILY SERVICE CENTER 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 FAMILY SERVICE CENTER 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 FAMILY SERVICE CENTER 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 FAMILY SERVICE CENTER 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 FAMILY SERVICE CENTER 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 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 007305B |
| Policy instance | 1 |
| Insurance contract or identification number | 007305B | | Number of Individuals Covered | 102 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,189 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 1189 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP PROGRAM | | Insurance broker organization code? | 3 |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 007305B |
| Policy instance | 1 |
| Insurance contract or identification number | 007305B | | Number of Individuals Covered | 106 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,001 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 1001 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP PROGRAM | | Insurance broker organization code? | 3 |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 007305B |
| Policy instance | 1 |
| Insurance contract or identification number | 007305B | | Number of Individuals Covered | 105 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $589 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 589 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | HOUSTON REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 007305B |
| Policy instance | 1 |
| Insurance contract or identification number | 007305B | | Number of Individuals Covered | 113 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,344 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 1344 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | HOUSTON REGIONAL OFFICE |
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| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 007305B |
| Policy instance | 1 |
| Insurance contract or identification number | 007305B | | Number of Individuals Covered | 106 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,506 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 1506 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMPENSATION PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | HOUSTON REGIONAL OFFICE |
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| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 007305B |
| Policy instance | 1 |
| Insurance contract or identification number | 007305B | | Number of Individuals Covered | 114 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $488 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 200 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMPENSATION PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | TRACEY SMITH |
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| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 007305B |
| Policy instance | 1 |
| Insurance contract or identification number | 007305B | | Number of Individuals Covered | 115 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $806 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 |
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| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 007305B |
| Policy instance | 1 |
| Insurance contract or identification number | 007305B | | Number of Individuals Covered | 107 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,199 | | Total amount of fees paid to insurance company | USD $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 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 |
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