Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS
EIN 13-1614399insuranceLatest filing 2024
Plans
9
Retirement
2
$708.7M assets
Welfare
7
$966K premiums
Participants
8,643
Retirement portfolio analytics
2 plans aggregated / $708.7M assets / 4,391 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
61%top
- MUTUAL OF AMERICA SEC. CORP LLC61%
- (Not disclosed)39%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
7 plans / $966K premiums / 3,202 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$520K
- Life$302K
- Long-term disability$141K
- Other$3K
Carrier market share
Premium dollars by Schedule A carrier
54%top
- ANTHEM LIFE INSURANCE COMPANY54%
- UNUM LIFE INSURANCE COMPANY OF AMERICA46%
- FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN
OtherDC
Assets$434.6M
Participants1,839
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO
TraditionalDB
Assets$274.1M
Participants2,552
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#601
MUTUAL OF AMERICA GROUP HEALTH PLAN FOR RETIRED EMPLOYEES
Mixed - ANTHEM BLUE CROSS BLUE SHIELD
Premiums$520K
Covered lives518
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
GROUP LIFE INSURANCE PLAN OF MUTUAL OF AMERICA
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$302K
Covered lives899
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
GROUP DISABILITY INCOME PLAN OF MUTUAL OF AMERICA
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$141K
Covered lives899
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
MUTUAL OF AMERICA BUSINESS TRAVEL & ACCIDENT PLAN
Mixed - AMERICAN INSURANCE CO
Premiums$3K
Covered lives886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
MUTUAL OF AMERICA COMPREHENSIVE GROUP HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
VARIABLE UNIVERSAL LIFE INSURANCE PAYROLL DEDUCTIO PLAN OF MUTUAL OF AMERICA
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
MEDICAL REIMBURSEMENT ARRANGEMENT
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | OtherDC | $434.6M | 1,839 | 2024 | |
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO | TraditionalDB | $274.1M | 2,552 | 2024 |
Welfare plans7
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 601 | MUTUAL OF AMERICA GROUP HEALTH PLAN FOR RETIRED EMPLOYEES | Mixed | ANTHEM BLUE CROSS BLUE SHIELD | $520K | 518 | 2024 | |
| 501 | GROUP LIFE INSURANCE PLAN OF MUTUAL OF AMERICA | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $302K | 899 | 2024 | |
| 502 | GROUP DISABILITY INCOME PLAN OF MUTUAL OF AMERICA | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $141K | 899 | 2024 | |
| 506 | MUTUAL OF AMERICA BUSINESS TRAVEL & ACCIDENT PLAN | Mixed | AMERICAN INSURANCE CO | $3K | 886 | 2024 | |
| 503 | MUTUAL OF AMERICA COMPREHENSIVE GROUP HEALTH PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 504 | VARIABLE UNIVERSAL LIFE INSURANCE PAYROLL DEDUCTIO PLAN OF MUTUAL OF AMERICA | Unknown | - | $0 | 0 | 2024 | |
| 507 | MEDICAL REIMBURSEMENT ARRANGEMENT | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans