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MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 401k Plan overview

Plan NameMUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN
Plan identification number 002

MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:MUTUAL BENEFIT INSURANCE COMPANY
Employer identification number (EIN):236200024
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01STEVEN C. SLIVER
0022016-01-01STEVEN C. SLIVER
0022015-01-01STEVEN C. SLIVER
0022014-01-01STEVEN C. SLIVER
0022013-01-01STEVEN C. SLIVER
0022012-01-01STEVEN C. SLIVER
0022011-01-01STEVEN C. SLIVER
0022009-01-01STEVEN C. SLIVER
0022008-01-01
0022008-01-01

Plan Statistics for MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN

401k plan membership statisitcs for MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN

Measure Date Value
2023: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01177
Total number of active participants reported on line 7a of the Form 55002023-01-01110
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0150
Total of all active and inactive participants2023-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01160
Number of participants with account balances2023-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01179
Total number of active participants reported on line 7a of the Form 55002022-01-01144
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01178
Number of participants with account balances2022-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01178
Total number of active participants reported on line 7a of the Form 55002021-01-01145
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01178
Number of participants with account balances2021-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01188
Total number of active participants reported on line 7a of the Form 55002020-01-01149
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01187
Number of participants with account balances2020-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01186
Total number of active participants reported on line 7a of the Form 55002019-01-01153
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01188
Number of participants with account balances2019-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01182
Total number of active participants reported on line 7a of the Form 55002018-01-01151
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01185
Number of participants with account balances2018-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01190
Total number of active participants reported on line 7a of the Form 55002017-01-01149
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01181
Number of participants with account balances2017-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01182
Total number of active participants reported on line 7a of the Form 55002016-01-01155
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01190
Number of participants with account balances2016-01-01183
2015: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01186
Total number of active participants reported on line 7a of the Form 55002015-01-01145
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01181
Number of participants with account balances2015-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01190
Total number of active participants reported on line 7a of the Form 55002014-01-01152
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01184
Number of participants with account balances2014-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01190
Total number of active participants reported on line 7a of the Form 55002013-01-01157
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01189
Number of participants with account balances2013-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01200
Total number of active participants reported on line 7a of the Form 55002012-01-01164
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01190
Number of participants with account balances2012-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01211
Total number of active participants reported on line 7a of the Form 55002011-01-01169
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01199
Number of participants with account balances2011-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01226
Total number of active participants reported on line 7a of the Form 55002009-01-01200
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01225
Number of participants with account balances2009-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN

Measure Date Value
2023 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,324,605
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,479,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,406,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,322,442
Value of total assets at end of year2023-12-31$27,065,300
Value of total assets at beginning of year2023-12-31$24,220,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$72,437
Total interest from all sources2023-12-31$60,347
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$426,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$426,564
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,250,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$985,808
Participant contributions at end of year2023-12-31$23,590
Participant contributions at beginning of year2023-12-31$30,595
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$799,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,845,228
Value of net assets at end of year (total assets less liabilities)2023-12-31$27,065,300
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$24,220,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$24,460,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$21,080,301
Interest earned on other investments2023-12-31$60,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,563,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,088,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,515,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$537,533
Employer contributions (assets) at end of year2023-12-31$16,945
Employer contributions (assets) at beginning of year2023-12-31$20,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,406,940
Contract administrator fees2023-12-31$72,437
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BROWN PLUS ACCOUNTANTS AND ADVISORS
Accountancy firm EIN2023-12-31251644159
2022 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-3,659,831
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,448,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,373,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,943,461
Value of total assets at end of year2022-12-31$24,220,072
Value of total assets at beginning of year2022-12-31$31,327,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$74,115
Total interest from all sources2022-12-31$57,824
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$406,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$406,566
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,250,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,069,632
Participant contributions at end of year2022-12-31$30,595
Participant contributions at beginning of year2022-12-31$27,475
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$257,736
Other income not declared elsewhere2022-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,107,912
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,220,072
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,327,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,080,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,413,864
Interest earned on other investments2022-12-31$57,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,088,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,868,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,067,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$616,093
Employer contributions (assets) at end of year2022-12-31$20,371
Employer contributions (assets) at beginning of year2022-12-31$18,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,373,966
Contract administrator fees2022-12-31$74,115
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2022-12-31251644159
2021 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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
Total income from all sources (including contributions)2021-12-31$5,192,717
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,634,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,590,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,569,959
Value of total assets at end of year2021-12-31$31,327,984
Value of total assets at beginning of year2021-12-31$28,769,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,905
Total interest from all sources2021-12-31$57,989
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$297,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$297,094
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,250,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$983,537
Participant contributions at end of year2021-12-31$27,475
Participant contributions at beginning of year2021-12-31$26,911
Other income not declared elsewhere2021-12-31$172,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,558,579
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,327,984
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,769,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,413,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,748,594
Value of interest in pooled separate accounts at beginning of year2021-12-31$59,294
Interest earned on other investments2021-12-31$57,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,868,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,915,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,095,123
Net investment gain/loss from pooled separate accounts2021-12-31$-1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$586,422
Employer contributions (assets) at end of year2021-12-31$18,602
Employer contributions (assets) at beginning of year2021-12-31$18,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,590,233
Contract administrator fees2021-12-31$43,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2021-12-31251644159
2020 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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
Total income from all sources (including contributions)2020-12-31$5,677,525
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,252,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,251,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,533,115
Value of total assets at end of year2020-12-31$28,769,405
Value of total assets at beginning of year2020-12-31$24,344,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,000
Total interest from all sources2020-12-31$86,019
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$930,662
Participant contributions at end of year2020-12-31$26,911
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$48,731
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,424,726
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,769,405
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,344,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,748,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,509,689
Value of interest in pooled separate accounts at end of year2020-12-31$59,294
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest earned on other investments2020-12-31$86,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,915,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,834,990
Net investment gain/loss from pooled separate accounts2020-12-31$4,058,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$553,722
Employer contributions (assets) at end of year2020-12-31$18,980
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,251,799
Contract administrator fees2020-12-31$1,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2020-12-31251644159
2019 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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
Total income from all sources (including contributions)2019-12-31$6,009,814
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,019,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,017,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,533,465
Value of total assets at end of year2019-12-31$24,344,679
Value of total assets at beginning of year2019-12-31$20,353,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,200
Total interest from all sources2019-12-31$628
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$876,214
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$130,023
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,990,770
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,344,679
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,353,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,509,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,710,413
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest earned on other investments2019-12-31$628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,834,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,643,496
Net investment gain/loss from pooled separate accounts2019-12-31$4,475,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$527,228
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,017,844
Contract administrator fees2019-12-31$1,200
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2019-12-31251644159
2018 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$553,418
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,761,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,760,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,386,323
Value of total assets at end of year2018-12-31$20,353,909
Value of total assets at beginning of year2018-12-31$22,562,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$730
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$863,166
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,208,255
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,353,909
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,562,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,710,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,939,693
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,643,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,622,471
Net investment gain/loss from pooled separate accounts2018-12-31$-832,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$523,157
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,760,943
Contract administrator fees2018-12-31$730
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2018-12-31251644159
2017 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$4,978,090
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,333,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,332,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,552,022
Value of total assets at end of year2017-12-31$22,562,164
Value of total assets at beginning of year2017-12-31$20,917,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$880
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$775,904
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$299,946
Other income not declared elsewhere2017-12-31$299
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,644,697
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,562,164
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,917,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,939,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,707,209
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,622,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,210,258
Net investment gain/loss from pooled separate accounts2017-12-31$3,425,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$476,172
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,332,513
Contract administrator fees2017-12-31$880
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2017-12-31251644159
2016 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$2,425,326
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,386,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,385,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,205,295
Value of total assets at end of year2016-12-31$20,917,467
Value of total assets at beginning of year2016-12-31$19,878,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$600
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$733,445
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,359
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,038,915
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,917,467
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,878,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,707,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,867,067
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$41,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,210,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,970,338
Net investment gain/loss from pooled separate accounts2016-12-31$1,220,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$463,491
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,385,811
Contract administrator fees2016-12-31$600
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2016-12-31251644159
2015 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,173,315
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$725,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$722,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,160,447
Value of total assets at end of year2015-12-31$19,878,552
Value of total assets at beginning of year2015-12-31$19,430,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,245
Total interest from all sources2015-12-31$50,506
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$721,365
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,780
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$447,779
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,878,552
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,430,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,867,067
Value of interest in pooled separate accounts at end of year2015-12-31$41,147
Value of interest in pooled separate accounts at beginning of year2015-12-31$18,066,335
Interest earned on other investments2015-12-31$50,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,970,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,364,438
Net investment gain/loss from pooled separate accounts2015-12-31$-37,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$420,302
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$722,291
Contract administrator fees2015-12-31$800
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2015-12-31251644159
2014 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$2,375,590
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,114,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,099,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,256,075
Value of total assets at end of year2014-12-31$19,430,773
Value of total assets at beginning of year2014-12-31$19,170,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,114
Total interest from all sources2014-12-31$35,939
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$775,084
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$260,604
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,430,773
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,170,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$14,354
Value of interest in pooled separate accounts at end of year2014-12-31$18,066,335
Value of interest in pooled separate accounts at beginning of year2014-12-31$18,039,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$35,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,364,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,130,527
Net investment gain/loss from pooled separate accounts2014-12-31$1,083,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$480,853
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,099,872
Contract administrator fees2014-12-31$760
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2014-12-31251644159
2013 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$4,604,441
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$432,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$407,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,196,971
Value of total assets at end of year2013-12-31$19,170,169
Value of total assets at beginning of year2013-12-31$14,998,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,411
Total interest from all sources2013-12-31$35,799
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$742,856
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$23,621
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,171,602
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,170,169
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,998,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$25,251
Value of interest in pooled separate accounts at end of year2013-12-31$18,039,642
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,581,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$35,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,130,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,378,128
Net investment gain/loss from pooled separate accounts2013-12-31$3,371,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$453,342
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$15,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$407,428
Contract administrator fees2013-12-31$160
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2013-12-31251644159
2012 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$2,797,140
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$650,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$617,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,099,326
Value of total assets at end of year2012-12-31$14,998,567
Value of total assets at beginning of year2012-12-31$12,852,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,313
Total interest from all sources2012-12-31$34,763
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$693,358
Participant contributions at end of year2012-12-31$23,621
Participant contributions at beginning of year2012-12-31$22,601
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,146,211
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,998,567
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,852,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$32,438
Value of interest in pooled separate accounts at end of year2012-12-31$13,581,359
Value of interest in pooled separate accounts at beginning of year2012-12-31$11,735,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$34,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,378,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,078,589
Net investment gain/loss from pooled separate accounts2012-12-31$1,663,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$405,197
Employer contributions (assets) at end of year2012-12-31$15,459
Employer contributions (assets) at beginning of year2012-12-31$15,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$617,616
Contract administrator fees2012-12-31$875
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2012-12-31251644159
2011 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$912,379
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,114,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,060,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,159,886
Value of total assets at end of year2011-12-31$12,852,356
Value of total assets at beginning of year2011-12-31$13,054,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$54,287
Total interest from all sources2011-12-31$33,221
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$716,502
Participant contributions at end of year2011-12-31$22,601
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,916
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-202,259
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,852,356
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,054,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$52,927
Value of interest in pooled separate accounts at end of year2011-12-31$11,735,820
Value of interest in pooled separate accounts at beginning of year2011-12-31$11,830,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$33,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,078,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,224,367
Net investment gain/loss from pooled separate accounts2011-12-31$-280,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$418,468
Employer contributions (assets) at end of year2011-12-31$15,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,060,351
Contract administrator fees2011-12-31$1,360
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2011-12-31251644159
2010 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$2,747,543
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$646,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$598,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,273,488
Value of total assets at end of year2010-12-31$13,054,615
Value of total assets at beginning of year2010-12-31$10,953,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$48,409
Total interest from all sources2010-12-31$34,754
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$769,089
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$53,439
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,105
Other income not declared elsewhere2010-12-31$8
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,100,812
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,054,615
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,953,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$48,409
Value of interest in pooled separate accounts at end of year2010-12-31$11,830,248
Value of interest in pooled separate accounts at beginning of year2010-12-31$9,837,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$34,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,224,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,115,811
Net investment gain/loss from pooled separate accounts2010-12-31$1,439,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$450,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$597,217
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2010-12-31251644159
2009 : MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN

2023: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered160
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered178
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered178
Insurance policy start date2021-07-01
Insurance policy end date2021-12-31
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
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83091-1
Policy instance 2
Insurance contract or identification numberRM 83091-1
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-07-02
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
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83091-1
Policy instance 1
Insurance contract or identification numberRM 83091-1
Number of Individuals Covered187
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83091-1
Policy instance 1
Insurance contract or identification numberRM 83091-1
Number of Individuals Covered180
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83091-1
Policy instance 1
Insurance contract or identification numberRM 83091-1
Number of Individuals Covered180
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83091-1
Policy instance 1
Insurance contract or identification numberRM 83091-1
Number of Individuals Covered188
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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