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MUTUAL OF AMERICA LIFE INSURANCE COMPANY
CRD 15356File 801-21317
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$434.1M
Below cohort median (national)
Discretionary AUM
$434.1M
Clients
21
21 accounts
Employees
734
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 1, 1984
- Principal office
- 320 PARK AVENUE, NEW YORK, NY, 10022-6839
- Phone
- (212) 224-1600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $434.1M
- Discretionary AUM
- $434.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 21
- Non-discretionary accounts
- 0
- Total accounts
- 21
- AUM per client
- $20.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 21 | $434.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFER TO SCHEDULE D, MISCELLANEOUS
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 753 | 734 | decreased by19 |
| Apr 1, 2026 | Clients | 22 | 21 | decreased by1 |
| Apr 1, 2026 | AUM | $335,621,798 | $434,066,569 | increased by$98,444,771 |
| Apr 1, 2026 | Accounts | 22 | 21 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 915 | 753 | decreased by162 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 37 | 22 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,041,394,887 | $335,621,798 | decreased by$705,773,089 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 37 | 22 | decreased by15 |
| Apr 1, 2022 | Employees | 980 | 915 | decreased by65 |
| Apr 1, 2022 | Clients | 39 | 37 | decreased by2 |
| Apr 1, 2022 | AUM | $947,556,125 | $1,041,394,887 | increased by$93,838,762 |
| Apr 1, 2022 | Accounts | 39 | 37 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MUTUAL AMERICA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MUTUAL AMERICA” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.