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YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameYOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

YOUTH FOR UNDERSTANDING USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:YOUTH FOR UNDERSTANDING USA, INC.
Employer identification number (EIN):020557010
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01ANDREW HULLINGER2020-07-08
0022018-01-01ANDREW HULLINGER2019-07-29
0022017-01-01ANDREW HULLINGER2018-07-10
0022016-01-01ANDREW HULLINGER
0022015-01-01SCOTT MESSING
0022014-01-01SCOTT MESSING SCOTT MESSING2015-10-09
0022013-01-01PAMELA VAN DE WALLE PAMELA VAN DE WALLE2014-10-10
0022012-01-01PAMELA VAN DE WALLE PAMELA VAN DE WALLE2013-10-11
0022011-01-01PATTI A. ECKELS PATTI A. ECKELS2012-06-19
0022010-01-01PAMELA VAN DE WALLE PAMELA VAN DE WALLE2012-10-05
0022009-01-01PATTI A. ECKELS PATTI A. ECKELS2010-07-23

Plan Statistics for YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2016: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0188
Total number of active participants reported on line 7a of the Form 55002016-01-0183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01100
Number of participants with account balances2016-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01104
Total number of active participants reported on line 7a of the Form 55002015-01-0168
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-0192
Total participants2015-01-0192
Number of participants with account balances2015-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01113
Total number of active participants reported on line 7a of the Form 55002014-01-0182
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01101
Number of participants with account balances2014-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01118
Total number of active participants reported on line 7a of the Form 55002013-01-01112
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01175
Number of participants with account balances2013-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01111
Total number of active participants reported on line 7a of the Form 55002012-01-01100
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01155
Number of participants with account balances2012-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01112
Total number of active participants reported on line 7a of the Form 55002011-01-01110
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01115
Number of participants with account balances2011-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0196
Total number of active participants reported on line 7a of the Form 55002010-01-0174
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0199
Number of participants with account balances2010-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01118
Total number of active participants reported on line 7a of the Form 55002009-01-0194
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01144
Number of participants with account balances2009-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2016 : YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$3,181,556
Total plan liabilities at beginning of year2016-12-31$2,737,559
Total income from all sources2016-12-31$665,051
Expenses. Total of all expenses incurred2016-12-31$22,928
Benefits paid (including direct rollovers)2016-12-31$22,928
Total plan assets at end of year2016-12-31$5,942,738
Total plan assets at beginning of year2016-12-31$4,856,618
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$356,089
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$135,982
Net income (gross income less expenses)2016-12-31$642,123
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,761,182
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,119,059
Total contributions received or receivable from employer(s)2016-12-31$172,980
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$-1,985,299
Total plan liabilities at beginning of year2015-12-31$-678,900
Total income from all sources2015-12-31$566,636
Expenses. Total of all expenses incurred2015-12-31$97,412
Benefits paid (including direct rollovers)2015-12-31$97,412
Total plan assets at end of year2015-12-31$2,992,914
Total plan assets at beginning of year2015-12-31$3,830,089
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$361,961
Contributions received from other sources (not participants or employers)2015-12-31$1,492
Other income received2015-12-31$29,652
Net income (gross income less expenses)2015-12-31$469,224
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,978,213
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,508,989
Total contributions received or receivable from employer(s)2015-12-31$173,531
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$-678,900
Total income from all sources2014-12-31$869,166
Expenses. Total of all expenses incurred2014-12-31$632,304
Benefits paid (including direct rollovers)2014-12-31$632,304
Total plan assets at end of year2014-12-31$3,830,089
Total plan assets at beginning of year2014-12-31$4,272,127
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$368,666
Contributions received from other sources (not participants or employers)2014-12-31$43,182
Other income received2014-12-31$285,353
Net income (gross income less expenses)2014-12-31$236,862
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,508,989
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,272,127
Total contributions received or receivable from employer(s)2014-12-31$171,965
2013 : YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,136,697
Expenses. Total of all expenses incurred2013-12-31$352,739
Benefits paid (including direct rollovers)2013-12-31$352,739
Total plan assets at end of year2013-12-31$4,272,127
Total plan assets at beginning of year2013-12-31$3,488,169
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$360,636
Other income received2013-12-31$622,024
Net income (gross income less expenses)2013-12-31$783,958
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,272,127
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,488,169
Total contributions received or receivable from employer(s)2013-12-31$154,037
2012 : YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$841,693
Expenses. Total of all expenses incurred2012-12-31$294,261
Benefits paid (including direct rollovers)2012-12-31$294,261
Total plan assets at end of year2012-12-31$3,488,169
Total plan assets at beginning of year2012-12-31$2,940,737
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$344,670
Contributions received from other sources (not participants or employers)2012-12-31$438
Other income received2012-12-31$355,033
Net income (gross income less expenses)2012-12-31$547,432
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,488,169
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,940,737
Total contributions received or receivable from employer(s)2012-12-31$141,552
2011 : YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$493,861
Expenses. Total of all expenses incurred2011-12-31$129,931
Benefits paid (including direct rollovers)2011-12-31$129,290
Total plan assets at end of year2011-12-31$2,940,737
Total plan assets at beginning of year2011-12-31$2,576,807
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$311,908
Contributions received from other sources (not participants or employers)2011-12-31$52,819
Other income received2011-12-31$95
Net income (gross income less expenses)2011-12-31$363,930
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,940,737
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,576,807
Total contributions received or receivable from employer(s)2011-12-31$129,039
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$641
2010 : YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT 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$654,833
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$59,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$59,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$406,222
Value of total assets at end of year2010-12-31$2,576,807
Value of total assets at beginning of year2010-12-31$1,981,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$254
Total interest from all sources2010-12-31$18,885
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Total income from all sources2010-12-31$654,833
Expenses. Total of all expenses incurred2010-12-31$59,355
Benefits paid (including direct rollovers)2010-12-31$59,101
Total plan assets at end of year2010-12-31$2,576,807
Total plan assets at beginning of year2010-12-31$1,981,329
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$261,806
Contributions received from other sources (not participants or employers)2010-12-31$16,111
Other income received2010-12-31$248,611
Net income (gross income less expenses)2010-12-31$595,478
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,576,807
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,981,329
Total contributions received or receivable from employer(s)2010-12-31$128,305
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$254
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$261,806
Participant contributions at end of year2010-12-31$10,029
Participant contributions at beginning of year2010-12-31$86
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,111
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$595,478
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,576,807
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,981,329
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,824,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,404,145
Value of interest in pooled separate accounts at end of year2010-12-31$171,804
Value of interest in pooled separate accounts at beginning of year2010-12-31$119,775
Interest earned on other investments2010-12-31$18,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$565,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$457,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$210,266
Net investment gain/loss from pooled separate accounts2010-12-31$19,460
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$128,305
Employer contributions (assets) at end of year2010-12-31$4,548
Employer contributions (assets) at beginning of year2010-12-31$69
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$59,101
Contract administrator fees2010-12-31$254
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 name2010-12-31COUNCILOR, BUCHANAN & MITCHELL,P.C.
Accountancy firm EIN2010-12-31521711839

Form 5500 Responses for YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

2016: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT 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 benefit arrangement – InsuranceYes
2015: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT 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 benefit arrangement – InsuranceYes
2014: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT 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 benefit arrangement – InsuranceYes
2013: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT 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 benefit arrangement – InsuranceYes
2012: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT 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 benefit arrangement – InsuranceYes
2011: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT 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 benefit arrangement – InsuranceYes
2010: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: YOUTH FOR UNDERSTANDING USA, INC. DEFINED CONTRIBUTION RETIREMENT 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369319/369318
Policy instance 1
Insurance contract or identification number369319/369318
Number of Individuals Covered47
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369319/369318
Policy instance 1
Insurance contract or identification number369319/369318
Number of Individuals Covered88
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369319/369318
Policy instance 1
Insurance contract or identification number369319/369318
Number of Individuals Covered195
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369319/369318
Policy instance 1
Insurance contract or identification number369319/369318
Number of Individuals Covered111
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369319/369318
Policy instance 1
Insurance contract or identification number369319/369318
Number of Individuals Covered168
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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

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