{
  "crd_number": 15356,
  "slug": "mutual-of-america-life-insurance-company-new-york-ny-15356",
  "primary_business_name": "MUTUAL OF AMERICA LIFE INSURANCE COMPANY",
  "legal_name": "MUTUAL OF AMERICA LIFE INSURANCE COMPANY",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1984-06-01",
  "years_registered": 42,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 434066569.0,
  "raum_discretionary": 434066569.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 734,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 434066569.0,
      "count": 21
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [],
  "websites": [
    "https://facebook.com/MUTUALOFAMERICA",
    "https://linkedin.com/company/mutualofamerica",
    "https://m.mutualofamerica.com",
    "https://mutualofamerica.com",
    "https://x.com/MUTUALOFAMERICA",
    "https://youtube.com/c/MutualofAmericaFinancialGroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/15356",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/mutual-of-america-life-insurance-company-new-york-ny-15356",
  "display_name": "Mutual of America Life Insurance Company",
  "summary": "Mutual of America Life Insurance Company is an SEC-registered investment advisory firm in New York, NY, registered since 1984, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Mutual of America Life Insurance Company (CRD 15356): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Mutual of America Life Insurance Company compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mutual of America Life Insurance Company reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Mutual of America Life Insurance Company located?",
      "a": "Mutual of America Life Insurance Company's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Mutual of America Life Insurance Company registered with the SEC or a state?",
      "a": "Mutual of America Life Insurance Company is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 15356."
    },
    {
      "q": "How much does Mutual of America Life Insurance Company manage?",
      "a": "Mutual of America Life Insurance Company reports $434,066,569 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Mutual of America Life Insurance Company's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Mutual of America Life Insurance Company: Regulatory assets under management: $947,556,125 in the October 2021 data and $434,066,569 in the October 2026 data, down 54%. Total employees: 980 in October 2021 and 734 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mutual of America Life Insurance Company serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (21)."
    },
    {
      "q": "Does Mutual of America Life Insurance Company report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/15356"
    },
    {
      "q": "What changed in Mutual of America Life Insurance Company's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $335,621,798 to $434,066,569 (+29%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 947556125.0,
      "total_employees": 980,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1041394887.0,
      "total_employees": 915,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 747567266.0,
      "total_employees": 950,
      "filing_date": "2023-04-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 818691134.0,
      "total_employees": 900,
      "filing_date": "2024-08-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 335621798.0,
      "total_employees": 753,
      "filing_date": "2025-05-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 434066569.0,
      "total_employees": 734,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $335,621,798 to $434,066,569 (+29%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/mutual-of-america-life-insurance-company-new-york-ny-15356.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 434066569.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/15356",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}