401k Plan data: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN plan

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 401k Plan overview

Plan Name	SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN
Plan identification number	002

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SECURITY MUTUAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: SECURITY MUTUAL LIFE INSURANCE COMPANY

Employer identification number (EIN): 150442730

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 RICHARD SHAW RICHARD SHAW 2018-10-09
002 2016-01-01 RICHARD SHAW
002 2015-01-01 RICHARD SHAW RICHARD SHAW 2016-10-12
002 2014-01-01 RICHARD SHAW RICHARD SHAW 2015-10-13
002 2013-01-01 RICHARD SHAW
002 2012-01-01 RICHARD SHAW RICHARD SHAW 2013-10-15
002 2011-01-01 RICHARD H SHAW
002 2009-01-01 RICHARD SHAW

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	RICHARD SHAW	RICHARD SHAW	2018-10-09
002	2016-01-01	RICHARD SHAW
002	2015-01-01	RICHARD SHAW	RICHARD SHAW	2016-10-12
002	2014-01-01	RICHARD SHAW	RICHARD SHAW	2015-10-13
002	2013-01-01	RICHARD SHAW
002	2012-01-01	RICHARD SHAW	RICHARD SHAW	2013-10-15
002	2011-01-01	RICHARD H SHAW
002	2009-01-01	RICHARD SHAW

Plan Statistics for SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN

401k plan membership statisitcs for SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN

Measure Date Value
2022: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 126
Number of other retired or separated participants entitled to future benefits 2022-01-01 65
Total of all active and inactive participants 2022-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 193
Number of participants with account balances 2022-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 128
Number of other retired or separated participants entitled to future benefits 2021-01-01 75
Total of all active and inactive participants 2021-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 204
Number of participants with account balances 2021-01-01 192
2020: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 141
Number of other retired or separated participants entitled to future benefits 2020-01-01 76
Total of all active and inactive participants 2020-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 218
Number of participants with account balances 2020-01-01 206
2019: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 143
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 94
Total of all active and inactive participants 2019-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 238
Number of participants with account balances 2019-01-01 222
2018: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 348
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 164
Number of retired or separated participants receiving benefits 2018-01-01 18
Number of other retired or separated participants entitled to future benefits 2018-01-01 141
Total of all active and inactive participants 2018-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 325
Number of participants with account balances 2018-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 180
Number of retired or separated participants receiving benefits 2017-01-01 18
Number of other retired or separated participants entitled to future benefits 2017-01-01 157
Total of all active and inactive participants 2017-01-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 357
Number of participants with account balances 2017-01-01 327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 380
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 174
Number of retired or separated participants receiving benefits 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 171
Total of all active and inactive participants 2016-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 358
Number of participants with account balances 2016-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 171
Number of retired or separated participants receiving benefits 2015-01-01 14
Number of other retired or separated participants entitled to future benefits 2015-01-01 193
Total of all active and inactive participants 2015-01-01 378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 380
Number of participants with account balances 2015-01-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 424
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 217
Number of retired or separated participants receiving benefits 2014-01-01 9
Number of other retired or separated participants entitled to future benefits 2014-01-01 185
Total of all active and inactive participants 2014-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 412
Number of participants with account balances 2014-01-01 395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 427
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 213
Number of retired or separated participants receiving benefits 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 198
Total of all active and inactive participants 2013-01-01 421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 424
Number of participants with account balances 2013-01-01 413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 14
2012: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 421
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 236
Number of retired or separated participants receiving benefits 2012-01-01 11
Number of other retired or separated participants entitled to future benefits 2012-01-01 178
Total of all active and inactive participants 2012-01-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 427
Number of participants with account balances 2012-01-01 416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 429
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 226
Number of retired or separated participants receiving benefits 2011-01-01 9
Number of other retired or separated participants entitled to future benefits 2011-01-01 182
Total of all active and inactive participants 2011-01-01 417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 421
Number of participants with account balances 2011-01-01 410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 225
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 185
Total of all active and inactive participants 2009-01-01 414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 5
Total participants 2009-01-01 419
Number of participants with account balances 2009-01-01 411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 58

Measure	Date	Value
2022: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	126
Number of other retired or separated participants entitled to future benefits	2022-01-01	65
Total of all active and inactive participants	2022-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	193
Number of participants with account balances	2022-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	128
Number of other retired or separated participants entitled to future benefits	2021-01-01	75
Total of all active and inactive participants	2021-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	204
Number of participants with account balances	2021-01-01	192
2020: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	141
Number of other retired or separated participants entitled to future benefits	2020-01-01	76
Total of all active and inactive participants	2020-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	218
Number of participants with account balances	2020-01-01	206
2019: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	143
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	94
Total of all active and inactive participants	2019-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	238
Number of participants with account balances	2019-01-01	222
2018: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	348
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	164
Number of retired or separated participants receiving benefits	2018-01-01	18
Number of other retired or separated participants entitled to future benefits	2018-01-01	141
Total of all active and inactive participants	2018-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	325
Number of participants with account balances	2018-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	180
Number of retired or separated participants receiving benefits	2017-01-01	18
Number of other retired or separated participants entitled to future benefits	2017-01-01	157
Total of all active and inactive participants	2017-01-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	357
Number of participants with account balances	2017-01-01	327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	380
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	174
Number of retired or separated participants receiving benefits	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	171
Total of all active and inactive participants	2016-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	358
Number of participants with account balances	2016-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	171
Number of retired or separated participants receiving benefits	2015-01-01	14
Number of other retired or separated participants entitled to future benefits	2015-01-01	193
Total of all active and inactive participants	2015-01-01	378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	380
Number of participants with account balances	2015-01-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	424
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	217
Number of retired or separated participants receiving benefits	2014-01-01	9
Number of other retired or separated participants entitled to future benefits	2014-01-01	185
Total of all active and inactive participants	2014-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	412
Number of participants with account balances	2014-01-01	395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	427
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	213
Number of retired or separated participants receiving benefits	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	198
Total of all active and inactive participants	2013-01-01	421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	424
Number of participants with account balances	2013-01-01	413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	14
2012: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	421
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	236
Number of retired or separated participants receiving benefits	2012-01-01	11
Number of other retired or separated participants entitled to future benefits	2012-01-01	178
Total of all active and inactive participants	2012-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	427
Number of participants with account balances	2012-01-01	416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	429
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	226
Number of retired or separated participants receiving benefits	2011-01-01	9
Number of other retired or separated participants entitled to future benefits	2011-01-01	182
Total of all active and inactive participants	2011-01-01	417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	421
Number of participants with account balances	2011-01-01	410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	225
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	185
Total of all active and inactive participants	2009-01-01	414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	5
Total participants	2009-01-01	419
Number of participants with account balances	2009-01-01	411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	58

Financial Data on SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN

Measure	Date	Value
2022 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-465,931
Total unrealized appreciation/depreciation of assets	2022-12-31	$-465,931
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,712,977
Total loss/gain on sale of assets	2022-12-31	$-68,339
Total of all expenses incurred	2022-12-31	$1,836,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,802,695
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$308,394
Value of total assets at end of year	2022-12-31	$18,859,822
Value of total assets at beginning of year	2022-12-31	$24,409,190
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$33,696
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$52,172
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$765,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$760,677
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$168,413
Participant contributions at end of year	2022-12-31	$64,868
Participant contributions at beginning of year	2022-12-31	$85,943
Participant contributions at end of year	2022-12-31	$8,270
Participant contributions at beginning of year	2022-12-31	$23,863
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$137,523
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$116,980
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$33,333
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$33,539
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-5,549,368
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,859,822
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$24,409,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$157
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,172,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,520,083
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$2,919
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$43,500
Income. Interest from corporate debt instruments	2022-12-31	$3,875
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$1,416,723
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,154,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$145,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$336,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$336,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,878
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$33,962
Asset value of US Government securities at end of year	2022-12-31	$2,286,623
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,325,934
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$21,227
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$106,648
Employer contributions (assets) at end of year	2022-12-31	$106,648
Employer contributions (assets) at beginning of year	2022-12-31	$96,006
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$4,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,768,733
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$97,887
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$106,095
Contract administrator fees	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$423,178
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$969,608
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$1,107,413
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$1,175,752
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JOHNSON LAUDER & SAVIDGE, LLP
Accountancy firm EIN	2022-12-31	160919630
2021 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$44,621
Total unrealized appreciation/depreciation of assets	2021-12-31	$44,621
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,270,834
Total loss/gain on sale of assets	2021-12-31	$81,233
Total of all expenses incurred	2021-12-31	$1,070,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,034,136
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$249,754
Value of total assets at end of year	2021-12-31	$24,409,190
Value of total assets at beginning of year	2021-12-31	$22,208,584
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$36,092
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$10,723
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,442,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,436,026
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$157,108
Participant contributions at end of year	2021-12-31	$85,943
Participant contributions at beginning of year	2021-12-31	$65,951
Participant contributions at end of year	2021-12-31	$23,863
Participant contributions at beginning of year	2021-12-31	$3,111
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$116,980
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$121,079
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$35,801
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$2,200,606
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$24,409,190
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,208,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$291
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,520,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,200,763
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$2,411
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$3,875
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$1,154,537
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,481,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$336,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$414,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$414,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$4,437
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$54,467
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,427,038
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$15,039
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$92,646
Employer contributions (assets) at end of year	2021-12-31	$96,006
Employer contributions (assets) at beginning of year	2021-12-31	$104,211
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$6,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$979,669
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$106,095
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$111,981
Contract administrator fees	2021-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$969,608
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$705,945
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$1,015,851
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$934,618
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	JOHNSON LAUDER & SAVIDGE, LLP
Accountancy firm EIN	2021-12-31	160919630
2020 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$145,018
Total unrealized appreciation/depreciation of assets	2020-12-31	$145,018
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,986,196
Total loss/gain on sale of assets	2020-12-31	$4,132
Total of all expenses incurred	2020-12-31	$1,156,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,116,955
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,546
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$226,326
Value of total assets at end of year	2020-12-31	$22,208,584
Value of total assets at beginning of year	2020-12-31	$20,378,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$37,848
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$19,379
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$867,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$860,686
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$139,486
Participant contributions at end of year	2020-12-31	$65,951
Participant contributions at beginning of year	2020-12-31	$91,684
Participant contributions at end of year	2020-12-31	$3,111
Participant contributions at beginning of year	2020-12-31	$20,475
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$121,079
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$102,762
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$37,627
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$1,829,847
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,208,584
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,378,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$221
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$19,200,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$16,463,130
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$3,325
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$5,581
Income. Interest from corporate debt instruments	2020-12-31	$1,938
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$1,481,492
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,173,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$414,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$533,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$533,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$8,535
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$30,069
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$471,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,655,223
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$68,576
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$86,840
Employer contributions (assets) at end of year	2020-12-31	$104,211
Employer contributions (assets) at beginning of year	2020-12-31	$127,452
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$6,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,086,886
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$111,981
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$705,945
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$395,434
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$1,423,718
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$1,419,586
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JOHNSON LAUDER & SAVIDGE, LLP
Accountancy firm EIN	2020-12-31	160919630
2019 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$45,570
Total unrealized appreciation/depreciation of assets	2019-12-31	$45,570
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,717,569
Total loss/gain on sale of assets	2019-12-31	$-7,733
Total of all expenses incurred	2019-12-31	$3,447,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,407,510
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$268,860
Value of total assets at end of year	2019-12-31	$20,378,737
Value of total assets at beginning of year	2019-12-31	$20,108,347
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$39,669
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$23,262
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,003,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$998,654
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$141,408
Participant contributions at end of year	2019-12-31	$91,684
Participant contributions at beginning of year	2019-12-31	$124,134
Participant contributions at end of year	2019-12-31	$20,475
Participant contributions at beginning of year	2019-12-31	$9,830
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$102,762
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$2,465,978
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$1,141
Administrative expenses (other) incurred	2019-12-31	$39,669
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$270,390
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,378,737
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,108,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,463,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,172,620
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$3,943
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$12,856
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$2,173,061
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,168,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$533,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$6,463
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$15,544
Asset value of US Government securities at end of year	2019-12-31	$471,137
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,325,455
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$57,591
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$127,452
Employer contributions (assets) at end of year	2019-12-31	$127,452
Employer contributions (assets) at beginning of year	2019-12-31	$166,851
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$4,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,391,966
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$395,434
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$1,044,842
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$1,052,575
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JOHNSON LAUDER & SAVIDGE, LLP
Accountancy firm EIN	2019-12-31	160919630
2018 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-597,726
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,184,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,130,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$296,806
Value of total assets at end of year	2018-12-31	$20,108,347
Value of total assets at beginning of year	2018-12-31	$22,890,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$53,556
Total interest from all sources	2018-12-31	$6,682
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,077,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,077,758
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$130,221
Participant contributions at end of year	2018-12-31	$124,134
Participant contributions at beginning of year	2018-12-31	$148,333
Participant contributions at end of year	2018-12-31	$9,830
Participant contributions at beginning of year	2018-12-31	$7,369
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$2,465,978
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$566,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,781,845
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$20,108,347
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$22,890,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,172,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,319,543
Interest on participant loans	2018-12-31	$6,682
Value of interest in common/collective trusts at end of year	2018-12-31	$3,168,934
Value of interest in common/collective trusts at beginning of year	2018-12-31	$4,700,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$-4,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,088,995
Net investment gain or loss from common/collective trusts	2018-12-31	$110,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$166,585
Employer contributions (assets) at end of year	2018-12-31	$166,851
Employer contributions (assets) at beginning of year	2018-12-31	$147,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,134,989
Contract administrator fees	2018-12-31	$53,556
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JOHNSON LAUDER & SAVIDGE, LLP
Accountancy firm EIN	2018-12-31	160919630
2017 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,252,063
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,122,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,069,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$276,912
Value of total assets at end of year	2017-12-31	$22,890,192
Value of total assets at beginning of year	2017-12-31	$21,760,179
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$52,778
Total interest from all sources	2017-12-31	$6,410
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,141,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,141,765
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$129,788
Participant contributions at end of year	2017-12-31	$148,333
Participant contributions at beginning of year	2017-12-31	$131,438
Participant contributions at end of year	2017-12-31	$7,369
Participant contributions at beginning of year	2017-12-31	$14,109
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$566,923
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$452,172
Other income not declared elsewhere	2017-12-31	$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,130,013
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$22,890,192
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$21,760,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$17,319,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$15,807,134
Interest on participant loans	2017-12-31	$6,410
Value of interest in common/collective trusts at end of year	2017-12-31	$4,700,900
Value of interest in common/collective trusts at beginning of year	2017-12-31	$5,139,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$49,082
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$17,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,720,365
Net investment gain or loss from common/collective trusts	2017-12-31	$106,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$147,124
Employer contributions (assets) at end of year	2017-12-31	$147,124
Employer contributions (assets) at beginning of year	2017-12-31	$167,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,051,683
Contract administrator fees	2017-12-31	$52,778
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JOHNSON LAUDER & SAVIDGE, LLP
Accountancy firm EIN	2017-12-31	160919630
2016 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,267,119
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,205,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,129,690
Expenses. Certain deemed distributions of participant loans	2016-12-31	$21,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$309,683
Value of total assets at end of year	2016-12-31	$21,760,179
Value of total assets at beginning of year	2016-12-31	$21,698,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$54,065
Total interest from all sources	2016-12-31	$7,026
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$665,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$665,620
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$141,422
Participant contributions at end of year	2016-12-31	$131,438
Participant contributions at beginning of year	2016-12-31	$155,233
Participant contributions at end of year	2016-12-31	$14,109
Participant contributions at beginning of year	2016-12-31	$4,533
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$452,172
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$456,086
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$2,891
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$38,493
Other income not declared elsewhere	2016-12-31	$690
Administrative expenses (other) incurred	2016-12-31	$1,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$61,429
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$21,760,179
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$21,698,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$15,807,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$15,436,715
Interest on participant loans	2016-12-31	$7,026
Value of interest in common/collective trusts at end of year	2016-12-31	$5,139,004
Value of interest in common/collective trusts at beginning of year	2016-12-31	$5,341,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$49,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$99,558
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$24,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,174,667
Net investment gain or loss from common/collective trusts	2016-12-31	$109,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$168,261
Employer contributions (assets) at end of year	2016-12-31	$167,240
Employer contributions (assets) at beginning of year	2016-12-31	$166,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,102,206
Contract administrator fees	2016-12-31	$53,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JOHNSON LAUDER & SAVIDGE, LLP
Accountancy firm EIN	2016-12-31	160919630
2015 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$225,029
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,288,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,190,008
Expenses. Certain deemed distributions of participant loans	2015-12-31	$37,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$296,335
Value of total assets at end of year	2015-12-31	$21,698,750
Value of total assets at beginning of year	2015-12-31	$22,761,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$60,199
Total interest from all sources	2015-12-31	$8,802
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$873,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$873,744
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$129,676
Participant contributions at end of year	2015-12-31	$155,233
Participant contributions at beginning of year	2015-12-31	$220,306
Participant contributions at end of year	2015-12-31	$4,533
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$456,086
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$533,793
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$4,703
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$38,493
Other income not declared elsewhere	2015-12-31	$-13,938
Administrative expenses (other) incurred	2015-12-31	$248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,062,993
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$21,698,750
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$22,761,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$15,436,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,181,367
Interest on participant loans	2015-12-31	$8,802
Value of interest in common/collective trusts at end of year	2015-12-31	$5,341,720
Value of interest in common/collective trusts at beginning of year	2015-12-31	$5,527,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$99,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$112,915
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$37,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,039,139
Net investment gain or loss from common/collective trusts	2015-12-31	$99,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$166,659
Employer contributions (assets) at end of year	2015-12-31	$166,412
Employer contributions (assets) at beginning of year	2015-12-31	$185,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,148,124
Contract administrator fees	2015-12-31	$59,951
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JOHNSON LAUDER & SAVIDGE, LLP
Accountancy firm EIN	2015-12-31	160919630
2014 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,627,780
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,334,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,286,560
Expenses. Certain deemed distributions of participant loans	2014-12-31	$7,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$325,875
Value of total assets at end of year	2014-12-31	$22,761,743
Value of total assets at beginning of year	2014-12-31	$23,468,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$40,351
Total interest from all sources	2014-12-31	$9,911
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,207,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,207,043
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$139,614
Participant contributions at end of year	2014-12-31	$220,306
Participant contributions at beginning of year	2014-12-31	$220,267
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$533,793
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$481,877
Other income not declared elsewhere	2014-12-31	$27,487
Administrative expenses (other) incurred	2014-12-31	$422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-707,110
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$22,761,743
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$23,468,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$16,181,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$14,831,771
Interest on participant loans	2014-12-31	$9,911
Value of interest in common/collective trusts at end of year	2014-12-31	$5,527,882
Value of interest in common/collective trusts at beginning of year	2014-12-31	$7,651,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$112,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$104,040
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$35,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-89,998
Net investment gain or loss from common/collective trusts	2014-12-31	$147,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$186,261
Employer contributions (assets) at end of year	2014-12-31	$185,480
Employer contributions (assets) at beginning of year	2014-12-31	$179,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,251,311
Contract administrator fees	2014-12-31	$39,929
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	JOHNSON LAUDER & SAVIDGE, LLP
Accountancy firm EIN	2014-12-31	160919630
2013 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,735,506
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$850,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$819,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$336,137
Value of total assets at end of year	2013-12-31	$23,468,853
Value of total assets at beginning of year	2013-12-31	$20,583,865
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$31,099
Total interest from all sources	2013-12-31	$10,638
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$621,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$621,784
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$150,491
Participant contributions at end of year	2013-12-31	$220,267
Participant contributions at beginning of year	2013-12-31	$262,609
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$481,877
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$397,374
Other income not declared elsewhere	2013-12-31	$85,315
Administrative expenses (other) incurred	2013-12-31	$6,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,884,988
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$23,468,853
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$20,583,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$14,831,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$13,190,467
Interest on participant loans	2013-12-31	$10,638
Value of interest in common/collective trusts at end of year	2013-12-31	$7,651,652
Value of interest in common/collective trusts at beginning of year	2013-12-31	$6,437,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$104,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$78,550
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$31,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,424,721
Net investment gain or loss from common/collective trusts	2013-12-31	$256,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$185,646
Employer contributions (assets) at end of year	2013-12-31	$179,246
Employer contributions (assets) at beginning of year	2013-12-31	$217,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$788,037
Contract administrator fees	2013-12-31	$24,530
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	JOHNSON LAUDER & SAVIDGE, LLP
Accountancy firm EIN	2013-12-31	160919630
2012 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,117,619
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$923,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$855,814
Expenses. Certain deemed distributions of participant loans	2012-12-31	$43,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$362,612
Value of total assets at end of year	2012-12-31	$20,583,865
Value of total assets at beginning of year	2012-12-31	$19,389,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$23,962
Total interest from all sources	2012-12-31	$12,393
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$493,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$493,329
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$145,013
Participant contributions at end of year	2012-12-31	$262,609
Participant contributions at beginning of year	2012-12-31	$238,901
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$397,374
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$347,776
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$43,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,194,308
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$20,583,865
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$19,389,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$13,190,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,417,052
Interest on participant loans	2012-12-31	$12,393
Value of interest in common/collective trusts at end of year	2012-12-31	$6,437,266
Value of interest in common/collective trusts at beginning of year	2012-12-31	$7,034,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$78,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$155,075
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$26,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,026,736
Net investment gain or loss from common/collective trusts	2012-12-31	$178,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$217,599
Employer contributions (assets) at end of year	2012-12-31	$217,599
Employer contributions (assets) at beginning of year	2012-12-31	$196,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$829,210
Contract administrator fees	2012-12-31	$23,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	JOHNSON LAUDER & SAVIDGE, LLP
Accountancy firm EIN	2012-12-31	160919630
2011 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$-435,597
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,608,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,585,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$350,339
Value of total assets at end of year	2011-12-31	$19,389,557
Value of total assets at beginning of year	2011-12-31	$21,434,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$23,886
Total interest from all sources	2011-12-31	$10,670
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$576,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$576,213
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$153,693
Participant contributions at end of year	2011-12-31	$238,901
Participant contributions at beginning of year	2011-12-31	$200,067
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$347,776
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$342,635
Other income not declared elsewhere	2011-12-31	$-14,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-2,044,524
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$19,389,557
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$21,434,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,417,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$13,787,980
Interest on participant loans	2011-12-31	$10,670
Value of interest in common/collective trusts at end of year	2011-12-31	$7,034,107
Value of interest in common/collective trusts at beginning of year	2011-12-31	$6,735,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$155,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$107,972
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$46,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,515,313
Net investment gain or loss from common/collective trusts	2011-12-31	$156,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$196,646
Employer contributions (assets) at end of year	2011-12-31	$196,646
Employer contributions (assets) at beginning of year	2011-12-31	$260,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,538,867
Contract administrator fees	2011-12-31	$23,886
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	JOHNSON LAUDER & SAVIDGE, LLP
Accountancy firm EIN	2011-12-31	160919630
2010 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$3,205,947
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$974,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$913,342
Expenses. Certain deemed distributions of participant loans	2010-12-31	$26,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,046,798
Value of total assets at end of year	2010-12-31	$21,434,081
Value of total assets at beginning of year	2010-12-31	$19,203,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$35,387
Total interest from all sources	2010-12-31	$7,591
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$294,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$294,556
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$136,361
Participant contributions at end of year	2010-12-31	$200,067
Participant contributions at beginning of year	2010-12-31	$162,025
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$342,635
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$338,286
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$650,163
Other income not declared elsewhere	2010-12-31	$47,459
Administrative expenses (other) incurred	2010-12-31	$380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,231,074
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$21,434,081
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$19,203,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$13,787,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$11,720,456
Interest on participant loans	2010-12-31	$7,591
Value of interest in common/collective trusts at end of year	2010-12-31	$6,735,153
Value of interest in common/collective trusts at beginning of year	2010-12-31	$6,652,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$107,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$66,397
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$62,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,520,755
Net investment gain or loss from common/collective trusts	2010-12-31	$288,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$260,274
Employer contributions (assets) at end of year	2010-12-31	$260,274
Employer contributions (assets) at beginning of year	2010-12-31	$262,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$850,520
Contract administrator fees	2010-12-31	$35,007
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	JOHNSON LAUDER & SAVIDGE, LLP
Accountancy firm EIN	2010-12-31	160919630
2009 : SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN

2022: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 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 funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 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 funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 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 funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 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 funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 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 funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 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 funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 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 funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01006189

Policy instance

Insurance contract or identification number	01006189
Number of Individuals Covered	7
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $844
Total amount of fees paid to insurance company	USD $364
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	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	60
Additional information about fees paid to insurance broker	SERVICE FEES
Insurance broker organization code?	3

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01006189

Policy instance

Insurance contract or identification number	01006189
Number of Individuals Covered	7
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $756
Total amount of fees paid to insurance company	USD $321
Are there contracts with allocated funds for individual policies?	1
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 $156
Amount paid for insurance broker fees	156
Additional information about fees paid to insurance broker	SERVICE FEES
Insurance broker organization code?	3

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01006189

Policy instance

Insurance contract or identification number	01006189
Number of Individuals Covered	8
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $678
Total amount of fees paid to insurance company	USD $367
Are there contracts with allocated funds for individual policies?	1
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
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 $467
Amount paid for insurance broker fees	234
Additional information about fees paid to insurance broker	SERVICE FEES
Insurance broker organization code?	3

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01006189

Policy instance

Insurance contract or identification number	01006189
Number of Individuals Covered	8
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,965
Total amount of fees paid to insurance company	USD $391
Are there contracts with allocated funds for individual policies?	1
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 $3,393
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SERVICE FEES/QUALITY FEES
Insurance broker organization code?	3

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01006189

Policy instance

Insurance contract or identification number	01006189
Number of Individuals Covered	6
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 $0
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	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	Yes
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
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	SERVICE FEES/QUALITY FEES

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01006189

Policy instance

Insurance contract or identification number	01006189
Number of Individuals Covered	6
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 $0
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	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	Yes
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
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	SERVICE FEES/QUALITY FEES
Insurance broker name	BOYEA FINANCIAL SVCS INC 0L74000

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01006189

Policy instance

Insurance contract or identification number	01006189
Number of Individuals Covered	12
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $3,380
Total amount of fees paid to insurance company	USD $879
Are there contracts with allocated funds for individual policies?	Yes
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	Yes
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 $600
Insurance broker organization code?	3
Amount paid for insurance broker fees	300
Additional information about fees paid to insurance broker	SERVICE FEES/QUALITY FEES
Insurance broker name	R S PANDILLO ASSOCIATES, INC

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01006189

Policy instance

Insurance contract or identification number	01006189
Number of Individuals Covered	13
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,621
Total amount of fees paid to insurance company	USD $727
Are there contracts with allocated funds for individual policies?	Yes
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	Yes
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 $300
Amount paid for insurance broker fees	300
Additional information about fees paid to insurance broker	SERVICE FEES/QUALITY FEES
Insurance broker organization code?	3
Insurance broker name	BERKSHIRE ADVISOR RESOURCE 0M68000

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01006189

Policy instance

Insurance contract or identification number	01006189
Number of Individuals Covered	13
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,894
Total amount of fees paid to insurance company	USD $553
Are there contracts with allocated funds for individual policies?	Yes
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	Yes
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 $2,045
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	SERVICE FEES/QUALITY FEES
Insurance broker name	BURLAP, INC 0087398

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01006189

Policy instance

Insurance contract or identification number	01006189
Number of Individuals Covered	14
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,366
Total amount of fees paid to insurance company	USD $428
Are there contracts with allocated funds for individual policies?	Yes
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	Yes
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 $427
Amount paid for insurance broker fees	428
Additional information about fees paid to insurance broker	SERVICE FEES/QUALITY FEES
Insurance broker organization code?	3
Insurance broker name	BURLAP, INC

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01006189

Policy instance

Insurance contract or identification number	01006189
Number of Individuals Covered	16
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,072
Total amount of fees paid to insurance company	USD $2,647
Are there contracts with allocated funds for individual policies?	Yes
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $46,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01006189

Policy instance

Insurance contract or identification number	01006189
Number of Individuals Covered	7
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $571
Total amount of fees paid to insurance company	USD $6,304
Are there contracts with allocated funds for individual policies?	Yes
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $62,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SECURITY MUTUAL LIFE INSURANCE COMPANY
Employer identification number (EIN):	150442730
NAIC Classification:	524140