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ARC OF CHESTER COUNTY 401k Plan overview

Plan NameARC OF CHESTER COUNTY
Plan identification number 001

ARC OF CHESTER COUNTY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE ARC OF CHESTER COUNTY has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF CHESTER COUNTY
Employer identification number (EIN):231604737
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARC OF CHESTER COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01RITA MANDIK2024-03-21
0012021-07-01RITA MANDIK2023-03-08
0012020-07-01ROBIN FRYBERGER2022-03-16
0012019-07-01ROBIN FRYBERGER2021-02-18
0012018-07-01ROBIN FRYBERGER2020-02-25
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01JEANNE MEIKRANTZ
0012011-07-01JEANNE MEIKRANTZ2013-04-16 JEANNE MEIKRANTZ2013-04-16
0012010-07-01DIANE CAREY2012-04-16
0012008-07-01

Plan Statistics for ARC OF CHESTER COUNTY

401k plan membership statisitcs for ARC OF CHESTER COUNTY

Measure Date Value
2022: ARC OF CHESTER COUNTY 2022 401k membership
Total participants, beginning-of-year2022-07-01115
Total number of active participants reported on line 7a of the Form 55002022-07-0182
Number of retired or separated participants receiving benefits2022-07-012
Number of other retired or separated participants entitled to future benefits2022-07-0141
Total of all active and inactive participants2022-07-01125
Total participants2022-07-01125
Number of participants with account balances2022-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-011
2021: ARC OF CHESTER COUNTY 2021 401k membership
Total participants, beginning-of-year2021-07-01100
Total number of active participants reported on line 7a of the Form 55002021-07-0172
Number of other retired or separated participants entitled to future benefits2021-07-0143
Total of all active and inactive participants2021-07-01115
Total participants2021-07-01115
Number of participants with account balances2021-07-01110
2020: ARC OF CHESTER COUNTY 2020 401k membership
Total participants, beginning-of-year2020-07-01105
Total number of active participants reported on line 7a of the Form 55002020-07-0155
Number of other retired or separated participants entitled to future benefits2020-07-0145
Total of all active and inactive participants2020-07-01100
Total participants2020-07-01100
Number of participants with account balances2020-07-0197
2019: ARC OF CHESTER COUNTY 2019 401k membership
Total participants, beginning-of-year2019-07-01116
Total number of active participants reported on line 7a of the Form 55002019-07-0173
Number of other retired or separated participants entitled to future benefits2019-07-0132
Total of all active and inactive participants2019-07-01105
Total participants2019-07-01105
Number of participants with account balances2019-07-0195
2018: ARC OF CHESTER COUNTY 2018 401k membership
Total participants, beginning-of-year2018-07-01122
Total number of active participants reported on line 7a of the Form 55002018-07-0193
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0122
Total of all active and inactive participants2018-07-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01116
Number of participants with account balances2018-07-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: ARC OF CHESTER COUNTY 2017 401k membership
Total participants, beginning-of-year2017-07-01120
Total number of active participants reported on line 7a of the Form 55002017-07-0196
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0125
Total of all active and inactive participants2017-07-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01122
Number of participants with account balances2017-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
2016: ARC OF CHESTER COUNTY 2016 401k membership
Total participants, beginning-of-year2016-07-01105
Total number of active participants reported on line 7a of the Form 55002016-07-01101
Number of other retired or separated participants entitled to future benefits2016-07-0118
Total of all active and inactive participants2016-07-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01120
Number of participants with account balances2016-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: ARC OF CHESTER COUNTY 2015 401k membership
Total participants, beginning-of-year2015-07-01143
Total number of active participants reported on line 7a of the Form 55002015-07-0183
Number of other retired or separated participants entitled to future benefits2015-07-0121
Total of all active and inactive participants2015-07-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01105
Number of participants with account balances2015-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0145
2014: ARC OF CHESTER COUNTY 2014 401k membership
Total participants, beginning-of-year2014-07-01143
Total number of active participants reported on line 7a of the Form 55002014-07-01108
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0135
Total of all active and inactive participants2014-07-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01144
Number of participants with account balances2014-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: ARC OF CHESTER COUNTY 2013 401k membership
Total participants, beginning-of-year2013-07-01137
Total number of active participants reported on line 7a of the Form 55002013-07-01109
Number of other retired or separated participants entitled to future benefits2013-07-0133
Total of all active and inactive participants2013-07-01142
Total participants2013-07-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: ARC OF CHESTER COUNTY 2012 401k membership
Total participants, beginning-of-year2012-07-01138
Total number of active participants reported on line 7a of the Form 55002012-07-01129
Number of retired or separated participants receiving benefits2012-07-018
Total of all active and inactive participants2012-07-01137
Total participants2012-07-01137
Number of participants with account balances2012-07-01137

Financial Data on ARC OF CHESTER COUNTY

Measure Date Value
2023 : ARC OF CHESTER COUNTY 2023 401k financial data
Total income from all sources (including contributions)2023-06-30$722,359
Total of all expenses incurred2023-06-30$143,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$142,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$520,690
Value of total assets at end of year2023-06-30$2,644,659
Value of total assets at beginning of year2023-06-30$2,065,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$469
Total interest from all sources2023-06-30$3,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$189,122
Participant contributions at end of year2023-06-30$6,778
Participant contributions at beginning of year2023-06-30$4,704
Administrative expenses (other) incurred2023-06-30$469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$579,086
Value of net assets at end of year (total assets less liabilities)2023-06-30$2,644,659
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$2,065,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$2,270,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$1,740,886
Interest on participant loans2023-06-30$181
Interest earned on other investments2023-06-30$3,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$367,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$319,983
Net investment gain/loss from pooled separate accounts2023-06-30$198,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$331,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$142,804
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BBD, LLP
Accountancy firm EIN2023-06-30232896692
2022 : ARC OF CHESTER COUNTY 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$78,780
Total of all expenses incurred2022-06-30$355,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$354,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$312,606
Value of total assets at end of year2022-06-30$2,065,573
Value of total assets at beginning of year2022-06-30$2,342,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$949
Total interest from all sources2022-06-30$2,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$112,606
Participant contributions at end of year2022-06-30$4,704
Participant contributions at beginning of year2022-06-30$9,035
Administrative expenses (other) incurred2022-06-30$949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-276,719
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,065,573
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,342,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,740,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,010,252
Interest on participant loans2022-06-30$255
Interest earned on other investments2022-06-30$2,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$319,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$323,005
Net investment gain/loss from pooled separate accounts2022-06-30$-236,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$354,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BBD, LLP
Accountancy firm EIN2022-06-30232896692
2021 : ARC OF CHESTER COUNTY 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$687,272
Total of all expenses incurred2021-06-30$109,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$108,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$273,509
Value of total assets at end of year2021-06-30$2,342,292
Value of total assets at beginning of year2021-06-30$1,764,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,082
Total interest from all sources2021-06-30$3,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$202,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$96,741
Participant contributions at end of year2021-06-30$9,035
Participant contributions at beginning of year2021-06-30$17,704
Participant contributions at beginning of year2021-06-30$3,615
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$176,768
Administrative expenses (other) incurred2021-06-30$1,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$577,498
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,342,292
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,764,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,010,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,431,773
Interest on participant loans2021-06-30$564
Interest earned on other investments2021-06-30$2,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$323,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$311,702
Net investment gain/loss from pooled separate accounts2021-06-30$410,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$108,692
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BBD, LLP
Accountancy firm EIN2021-06-30232896692
2020 : ARC OF CHESTER COUNTY 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$133,598
Total of all expenses incurred2020-06-30$74,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$72,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$102,061
Value of total assets at end of year2020-06-30$1,764,794
Value of total assets at beginning of year2020-06-30$1,705,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,156
Total interest from all sources2020-06-30$4,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$200,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$102,061
Participant contributions at end of year2020-06-30$17,704
Participant contributions at beginning of year2020-06-30$32,051
Participant contributions at end of year2020-06-30$3,615
Administrative expenses (other) incurred2020-06-30$1,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$59,508
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,764,794
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,705,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,431,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,381,785
Interest earned on other investments2020-06-30$4,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$311,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$291,450
Net investment gain/loss from pooled separate accounts2020-06-30$27,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$72,934
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BBD, LLP
Accountancy firm EIN2020-06-30232896692
2019 : ARC OF CHESTER COUNTY 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$160,300
Total of all expenses incurred2019-06-30$95,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$93,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$93,342
Value of total assets at end of year2019-06-30$1,705,286
Value of total assets at beginning of year2019-06-30$1,640,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,271
Total interest from all sources2019-06-30$4,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$200,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$93,342
Participant contributions at end of year2019-06-30$32,051
Participant contributions at beginning of year2019-06-30$26,459
Administrative expenses (other) incurred2019-06-30$1,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$65,202
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,705,286
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,640,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,381,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,305,645
Value of interest in pooled separate accounts at end of year2019-06-30$0
Value of interest in pooled separate accounts at beginning of year2019-06-30$0
Interest earned on other investments2019-06-30$4,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$291,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$307,980
Net investment gain/loss from pooled separate accounts2019-06-30$62,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$93,827
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BBD, LLP
Accountancy firm EIN2019-06-30232896692
2018 : ARC OF CHESTER COUNTY 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$289,457
Total of all expenses incurred2018-06-30$296,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$295,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$205,831
Value of total assets at end of year2018-06-30$1,640,084
Value of total assets at beginning of year2018-06-30$1,647,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,189
Total interest from all sources2018-06-30$3,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$200,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$103,898
Participant contributions at end of year2018-06-30$26,459
Participant contributions at beginning of year2018-06-30$9,945
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,475
Administrative expenses (other) incurred2018-06-30$1,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-7,527
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,640,084
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,647,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,305,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,246,313
Interest on participant loans2018-06-30$731
Interest earned on other investments2018-06-30$2,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$307,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$391,353
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$80,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$100,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$295,795
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BBD, LLP
Accountancy firm EIN2018-06-30232896692
2017 : ARC OF CHESTER COUNTY 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$324,712
Total of all expenses incurred2017-06-30$97,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$96,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$208,962
Value of total assets at end of year2017-06-30$1,647,611
Value of total assets at beginning of year2017-06-30$1,420,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$961
Total interest from all sources2017-06-30$3,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$150,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$103,939
Participant contributions at end of year2017-06-30$9,945
Participant contributions at beginning of year2017-06-30$5,811
Administrative expenses (other) incurred2017-06-30$961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$227,096
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,647,611
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,420,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,246,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$985,267
Interest on participant loans2017-06-30$275
Interest earned on other investments2017-06-30$3,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$391,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$351,614
Net investment gain/loss from pooled separate accounts2017-06-30$112,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$105,023
Employer contributions (assets) at beginning of year2017-06-30$77,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$96,655
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BBD, LLP
Accountancy firm EIN2017-06-30232896692
2016 : ARC OF CHESTER COUNTY 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$157,992
Total of all expenses incurred2016-06-30$193,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$192,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$154,590
Value of total assets at end of year2016-06-30$1,420,515
Value of total assets at beginning of year2016-06-30$1,456,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,004
Total interest from all sources2016-06-30$4,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$300,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$76,767
Participant contributions at end of year2016-06-30$5,811
Participant contributions at beginning of year2016-06-30$18,290
Participant contributions at beginning of year2016-06-30$4,072
Administrative expenses (other) incurred2016-06-30$1,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-35,558
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,420,515
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,456,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,336,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,433,711
Interest on participant loans2016-06-30$522
Interest earned on other investments2016-06-30$3,557
Net investment gain/loss from pooled separate accounts2016-06-30$-677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$77,823
Employer contributions (assets) at end of year2016-06-30$77,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$192,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BBD, LLP
Accountancy firm EIN2016-06-30232896692
2015 : ARC OF CHESTER COUNTY 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$34,210
Total unrealized appreciation/depreciation of assets2015-06-30$34,210
Total income from all sources (including contributions)2015-06-30$191,718
Total of all expenses incurred2015-06-30$263,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$263,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$156,614
Value of total assets at end of year2015-06-30$1,456,073
Value of total assets at beginning of year2015-06-30$1,527,999
Total interest from all sources2015-06-30$894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30No
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$104,212
Participant contributions at end of year2015-06-30$18,290
Participant contributions at beginning of year2015-06-30$19,859
Participant contributions at end of year2015-06-30$4,072
Participant contributions at beginning of year2015-06-30$4,905
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$19,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-71,926
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,456,073
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,527,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,433,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,500,491
Interest on participant loans2015-06-30$894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$32,438
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$2,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$263,644
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BBD LLP
Accountancy firm EIN2015-06-30232896692
2014 : ARC OF CHESTER COUNTY 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$107,108
Total unrealized appreciation/depreciation of assets2014-06-30$107,108
Total income from all sources (including contributions)2014-06-30$374,128
Total of all expenses incurred2014-06-30$128,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$99,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$266,655
Value of total assets at end of year2014-06-30$1,527,999
Value of total assets at beginning of year2014-06-30$1,282,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$28,939
Total interest from all sources2014-06-30$365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30No
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$127,848
Participant contributions at end of year2014-06-30$19,859
Participant contributions at end of year2014-06-30$4,905
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$22,475
Administrative expenses (other) incurred2014-06-30$28,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$245,528
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,527,999
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,282,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,500,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,282,471
Interest on participant loans2014-06-30$365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$116,332
Employer contributions (assets) at end of year2014-06-30$2,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$99,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BBD LLP
Accountancy firm EIN2014-06-30232896692
2013 : ARC OF CHESTER COUNTY 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$216,005
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$520,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$520,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$126,373
Value of total assets at end of year2013-06-30$1,282,471
Value of total assets at beginning of year2013-06-30$1,587,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$580
Total interest from all sources2013-06-30$31,293
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30No
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$117,090
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$4,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-304,613
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,282,471
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,587,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,282,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,587,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$31,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$58,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$4,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$520,038
Contract administrator fees2013-06-30$580
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ROBERT C. BEZGIN, CPA
Accountancy firm EIN2013-06-30232648697

Form 5500 Responses for ARC OF CHESTER COUNTY

2022: ARC OF CHESTER COUNTY 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: ARC OF CHESTER COUNTY 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: ARC OF CHESTER COUNTY 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: ARC OF CHESTER COUNTY 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: ARC OF CHESTER COUNTY 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: ARC OF CHESTER COUNTY 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: ARC OF CHESTER COUNTY 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: ARC OF CHESTER COUNTY 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: ARC OF CHESTER COUNTY 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: ARC OF CHESTER COUNTY 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ARC OF CHESTER COUNTY 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2008: ARC OF CHESTER COUNTY 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059117H
Policy instance 1
Insurance contract or identification number059117H
Number of Individuals Covered1158
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $739
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees739
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059117H
Policy instance 1
Insurance contract or identification number059117H
Number of Individuals Covered115
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $220
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees220
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059117H
Policy instance 1
Insurance contract or identification number059117H
Number of Individuals Covered100
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $220
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees220
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059117H
Policy instance 1
Insurance contract or identification number059117H
Number of Individuals Covered105
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $181
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees181
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059117H
Policy instance 1
Insurance contract or identification number059117H
Number of Individuals Covered116
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $908
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees908
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059117H
Policy instance 1
Insurance contract or identification number059117H
Number of Individuals Covered122
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $335
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059117H
Policy instance 1
Insurance contract or identification number059117H
Number of Individuals Covered105
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $263
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees263
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM.
Insurance broker organization code?3
Insurance broker namePHILADELPHIA REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059117-H
Policy instance 1
Insurance contract or identification number059117-H
Number of Individuals Covered144
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,779
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5779
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePHILADELPHIA REGIONAL OFFICE
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095064
Policy instance 2
Insurance contract or identification number1095064
Insurance policy start date2013-07-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059117-H
Policy instance 1
Insurance contract or identification number059117-H
Number of Individuals Covered142
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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