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THE PIKE SCHOOL DC PLAN 401k Plan overview

Plan NameTHE PIKE SCHOOL DC PLAN
Plan identification number 122

THE PIKE SCHOOL DC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

THE PIKE SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE PIKE SCHOOL, INC.
Employer identification number (EIN):042104832
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PIKE SCHOOL DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1222022-01-01
1222021-01-01WILLIAM POWERS2022-12-22
1222020-01-01
1222019-01-01
1222018-01-01
1222017-01-01WILLIAM POWERS
1222016-01-01WILLIAM POWERS2017-10-16
1222015-01-01WILLIAM POWERS2017-10-16
1222014-01-01WILLIAM POWERS2017-10-16
1222014-01-01MARK GRAZIANO2015-10-15
1222013-01-01WILLIAM POWERS2017-10-16
1222012-01-01WILLIAM POWERS2017-10-16
1222011-01-01WILLIAM POWERS2017-10-16
1222010-01-01WILLIAM POWERS2017-10-16
1222009-01-01WILLIAM POWERS2017-10-16
1222008-07-01MARK GRAZIANO
1222007-07-01MARK GRAZIANO
1222006-07-01MARK GRAZIANO
1222005-07-01MARK GRAZIANO
1222004-07-01MARK GRAZIANO
1222003-07-01MARK GRAZIANO
1222002-07-01MARK GRAZIANO
1222001-07-01MARK GRAZIANO
1222000-07-01MARK GRAZIANO
1221999-07-01MARK GRAZIANO
1221998-07-01MARK GRAZIANO
1221997-07-01MARK GRAZIANO
1221996-07-01MARK GRAZIANO
1221995-07-01MARK GRAZIANO
1221994-07-01MARK GRAZIANO
1221993-07-01MARK GRAZIANO
1221992-07-01MARK GRAZIANO
1221991-07-01MARK GRAZIANO
1221990-07-01MARK GRAZIANO
1221989-07-01MARK GRAZIANO
1221988-07-01MARK GRAZIANO MARK GRAZIANO2010-06-29
1221987-07-01MARK GRAZIANO

Plan Statistics for THE PIKE SCHOOL DC PLAN

401k plan membership statisitcs for THE PIKE SCHOOL DC PLAN

Measure Date Value
2022: THE PIKE SCHOOL DC PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01245
Total number of active participants reported on line 7a of the Form 55002022-01-01137
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01111
Total of all active and inactive participants2022-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01250
Number of participants with account balances2022-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE PIKE SCHOOL DC PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01233
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01118
Total of all active and inactive participants2021-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01245
Number of participants with account balances2021-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE PIKE SCHOOL DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01229
Total number of active participants reported on line 7a of the Form 55002020-01-01138
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0194
Total of all active and inactive participants2020-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01233
Number of participants with account balances2020-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE PIKE SCHOOL DC PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01228
Total number of active participants reported on line 7a of the Form 55002019-01-01137
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0191
Total of all active and inactive participants2019-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01229
Number of participants with account balances2019-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE PIKE SCHOOL DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01226
Total number of active participants reported on line 7a of the Form 55002018-01-01136
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01228
Number of participants with account balances2018-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE PIKE SCHOOL DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01130
Total number of active participants reported on line 7a of the Form 55002017-01-01168
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01226
Number of participants with account balances2017-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on THE PIKE SCHOOL DC PLAN

Measure Date Value
2022 : THE PIKE SCHOOL DC 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$0
Total income from all sources (including contributions)2022-12-31$-3,136,788
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,057,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,013,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,297,357
Value of total assets at end of year2022-12-31$28,120,823
Value of total assets at beginning of year2022-12-31$35,314,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,634
Total interest from all sources2022-12-31$312,712
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$251,212
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$251,212
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$663,514
Participant contributions at end of year2022-12-31$35,504
Participant contributions at beginning of year2022-12-31$18,954
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$1,902
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$178,350
Other income not declared elsewhere2022-12-31$29,207
Administrative expenses (other) incurred2022-12-31$142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,193,802
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,120,823
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,314,625
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
Investment advisory and management fees2022-12-31$1,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,055,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,273,473
Value of interest in pooled separate accounts at end of year2022-12-31$1,237,430
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,230,537
Interest on participant loans2022-12-31$1,158
Interest earned on other investments2022-12-31$311,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,792,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,788,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,129,168
Net investment gain/loss from pooled separate accounts2022-12-31$101,892
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$455,493
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,013,380
Contract administrator fees2022-12-31$41,667
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 name2022-12-31CARON & BLETZER PLLC
Accountancy firm EIN2022-12-31043499945
2021 : THE PIKE SCHOOL DC PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$21,177
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$4,942,200
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,348,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,299,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$840,030
Value of total assets at end of year2021-12-31$35,311,548
Value of total assets at beginning of year2021-12-31$31,697,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$48,999
Total interest from all sources2021-12-31$269,139
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$267,202
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$267,202
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$660,988
Participant contributions at end of year2021-12-31$18,954
Participant contributions at beginning of year2021-12-31$19,411
Participant contributions at end of year2021-12-31$1,902
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,562
Other income not declared elsewhere2021-12-31$32,473
Administrative expenses (other) incurred2021-12-31$16,162
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$3,593,256
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,311,548
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,697,115
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
Investment advisory and management fees2021-12-31$1,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,273,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,808,660
Value of interest in pooled separate accounts at end of year2021-12-31$1,230,537
Value of interest in pooled separate accounts at beginning of year2021-12-31$968,840
Interest on participant loans2021-12-31$814
Interest earned on other investments2021-12-31$268,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,788,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,900,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,357,812
Net investment gain/loss from pooled separate accounts2021-12-31$175,544
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$170,480
Employer contributions (assets) at end of year2021-12-31$1,175
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,299,945
Contract administrator fees2021-12-31$31,706
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 name2021-12-31CARON & BLETZER PLLC
Accountancy firm EIN2021-12-31043499945
2020 : THE PIKE SCHOOL DC 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$5,470,692
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,308,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,280,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,494,834
Value of total assets at end of year2020-12-31$31,697,115
Value of total assets at beginning of year2020-12-31$27,535,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,590
Total interest from all sources2020-12-31$298,424
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$130,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$130,918
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$636,243
Participant contributions at end of year2020-12-31$19,411
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$575,012
Other income not declared elsewhere2020-12-31$26,849
Administrative expenses (other) incurred2020-12-31$450
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$4,161,901
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,697,115
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,535,214
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
Investment advisory and management fees2020-12-31$175
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,808,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,829,807
Value of interest in pooled separate accounts at end of year2020-12-31$968,840
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,030,695
Interest on participant loans2020-12-31$164
Interest earned on other investments2020-12-31$298,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,900,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,674,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,528,371
Net investment gain/loss from pooled separate accounts2020-12-31$-8,704
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$283,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,280,201
Contract administrator fees2020-12-31$27,965
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER PLLC
Accountancy firm EIN2020-12-31043499945
2019 : THE PIKE SCHOOL DC PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$5,223,161
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,615,746
Total of all expenses incurred2019-12-31$1,615,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,585,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,585,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,167,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,167,193
Value of total assets at end of year2019-12-31$27,535,214
Value of total assets at end of year2019-12-31$27,535,214
Value of total assets at beginning of year2019-12-31$23,927,799
Value of total assets at beginning of year2019-12-31$23,927,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,596
Total interest from all sources2019-12-31$301,904
Total interest from all sources2019-12-31$301,904
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$106,197
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$106,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$106,197
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$106,197
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$453,981
Amount contributed by the employer to the plan for this plan year2019-12-31$453,981
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$630,281
Contributions received from participants2019-12-31$630,281
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$82,931
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$82,931
Other income not declared elsewhere2019-12-31$20,542
Other income not declared elsewhere2019-12-31$20,542
Administrative expenses (other) incurred2019-12-31$989
Administrative expenses (other) incurred2019-12-31$989
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
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$3,607,415
Value of net income/loss2019-12-31$3,607,415
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,535,214
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,535,214
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,927,799
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,927,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15
Investment advisory and management fees2019-12-31$15
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,829,807
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,829,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,158,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,158,873
Value of interest in pooled separate accounts at end of year2019-12-31$1,030,695
Value of interest in pooled separate accounts at end of year2019-12-31$1,030,695
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,036,490
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,036,490
Interest earned on other investments2019-12-31$301,904
Interest earned on other investments2019-12-31$301,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,674,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,674,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,732,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,732,436
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$267,812
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$267,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,572,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,572,342
Net investment gain/loss from pooled separate accounts2019-12-31$54,983
Net investment gain/loss from pooled separate accounts2019-12-31$54,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$453,981
Contributions received in cash from employer2019-12-31$453,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,317,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,317,338
Contract administrator fees2019-12-31$29,592
Contract administrator fees2019-12-31$29,592
Did the plan have assets held for investment2019-12-31Yes
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER PLLC
Accountancy firm name2019-12-31CARON & BLETZER PLLC
Accountancy firm EIN2019-12-31043499945
Accountancy firm EIN2019-12-31043499945
2018 : THE PIKE SCHOOL DC 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$429,114
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,352,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,331,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,130,516
Value of total assets at end of year2018-12-31$23,927,799
Value of total assets at beginning of year2018-12-31$24,850,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,014
Total interest from all sources2018-12-31$289,180
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$93,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$93,886
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$443,830
Amount contributed by the employer to the plan for this plan year2018-12-31$443,830
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$634,530
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$52,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-922,887
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,927,799
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,850,686
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$15,158,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,688,918
Value of interest in pooled separate accounts at end of year2018-12-31$1,036,490
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,052,721
Interest earned on other investments2018-12-31$289,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,732,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,109,047
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$206,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,131,676
Net investment gain/loss from pooled separate accounts2018-12-31$47,208
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$443,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,125,283
Contract administrator fees2018-12-31$20,014
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 name2018-12-31CARON & BLETZER PLLC
Accountancy firm EIN2018-12-31043499945
2017 : THE PIKE SCHOOL DC PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$4,760,641
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$4,440,400
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,041,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,041,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,287,969
Value of total assets at end of year2017-12-31$24,850,686
Value of total assets at beginning of year2017-12-31$16,691,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13
Total interest from all sources2017-12-31$277,067
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$24,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$24,999
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$437,626
Amount contributed by the employer to the plan for this plan year2017-12-31$437,626
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$619,097
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$231,246
Other income not declared elsewhere2017-12-31$13,473
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$3,398,844
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,850,686
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,691,201
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$16,688,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,271,614
Value of interest in pooled separate accounts at end of year2017-12-31$1,052,721
Value of interest in pooled separate accounts at beginning of year2017-12-31$813,413
Interest earned on other investments2017-12-31$277,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,109,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,606,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,792,709
Net investment gain/loss from pooled separate accounts2017-12-31$44,183
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$437,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,041,543
Contract administrator fees2017-12-31$13
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 name2017-12-31CARON & BLETZER PLLC
Accountancy firm EIN2017-12-31043499945

Form 5500 Responses for THE PIKE SCHOOL DC PLAN

2022: THE PIKE SCHOOL DC PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: THE PIKE SCHOOL DC PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: THE PIKE SCHOOL DC 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: THE PIKE SCHOOL DC 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: THE PIKE SCHOOL DC 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: THE PIKE SCHOOL DC 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
2008: THE PIKE SCHOOL DC PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2007: THE PIKE SCHOOL DC PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2006: THE PIKE SCHOOL DC PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2005: THE PIKE SCHOOL DC PLAN 2005 form 5500 responses
2005-07-01Type of plan entitySingle employer plan
2005-07-01Submission has been amendedNo
2005-07-01This submission is the final filingNo
2005-07-01This return/report is a short plan year return/report (less than 12 months)No
2005-07-01Plan is a collectively bargained planNo
2004: THE PIKE SCHOOL DC PLAN 2004 form 5500 responses
2004-07-01Type of plan entitySingle employer plan
2004-07-01Submission has been amendedNo
2004-07-01This submission is the final filingNo
2004-07-01This return/report is a short plan year return/report (less than 12 months)No
2004-07-01Plan is a collectively bargained planNo
2003: THE PIKE SCHOOL DC PLAN 2003 form 5500 responses
2003-07-01Type of plan entitySingle employer plan
2003-07-01Submission has been amendedNo
2003-07-01This submission is the final filingNo
2003-07-01This return/report is a short plan year return/report (less than 12 months)No
2003-07-01Plan is a collectively bargained planNo
2002: THE PIKE SCHOOL DC PLAN 2002 form 5500 responses
2002-07-01Type of plan entitySingle employer plan
2002-07-01Submission has been amendedNo
2002-07-01This submission is the final filingNo
2002-07-01This return/report is a short plan year return/report (less than 12 months)No
2002-07-01Plan is a collectively bargained planNo
2001: THE PIKE SCHOOL DC PLAN 2001 form 5500 responses
2001-07-01Type of plan entitySingle employer plan
2001-07-01Submission has been amendedNo
2001-07-01This submission is the final filingNo
2001-07-01This return/report is a short plan year return/report (less than 12 months)No
2001-07-01Plan is a collectively bargained planNo
2000: THE PIKE SCHOOL DC PLAN 2000 form 5500 responses
2000-07-01Type of plan entitySingle employer plan
2000-07-01Submission has been amendedNo
2000-07-01This submission is the final filingNo
2000-07-01This return/report is a short plan year return/report (less than 12 months)No
2000-07-01Plan is a collectively bargained planNo
1999: THE PIKE SCHOOL DC PLAN 1999 form 5500 responses
1999-07-01Type of plan entitySingle employer plan
1999-07-01Submission has been amendedNo
1999-07-01This submission is the final filingNo
1999-07-01This return/report is a short plan year return/report (less than 12 months)No
1999-07-01Plan is a collectively bargained planNo
1998: THE PIKE SCHOOL DC PLAN 1998 form 5500 responses
1998-07-01Type of plan entitySingle employer plan
1998-07-01Submission has been amendedNo
1998-07-01This submission is the final filingNo
1998-07-01This return/report is a short plan year return/report (less than 12 months)No
1998-07-01Plan is a collectively bargained planNo
1997: THE PIKE SCHOOL DC PLAN 1997 form 5500 responses
1997-07-01Type of plan entitySingle employer plan
1997-07-01Submission has been amendedNo
1997-07-01This submission is the final filingNo
1997-07-01This return/report is a short plan year return/report (less than 12 months)No
1997-07-01Plan is a collectively bargained planNo
1996: THE PIKE SCHOOL DC PLAN 1996 form 5500 responses
1996-07-01Type of plan entitySingle employer plan
1996-07-01Submission has been amendedNo
1996-07-01This submission is the final filingNo
1996-07-01This return/report is a short plan year return/report (less than 12 months)No
1996-07-01Plan is a collectively bargained planNo
1995: THE PIKE SCHOOL DC PLAN 1995 form 5500 responses
1995-07-01Type of plan entitySingle employer plan
1995-07-01Submission has been amendedNo
1995-07-01This submission is the final filingNo
1995-07-01This return/report is a short plan year return/report (less than 12 months)No
1995-07-01Plan is a collectively bargained planNo
1994: THE PIKE SCHOOL DC PLAN 1994 form 5500 responses
1994-07-01Type of plan entitySingle employer plan
1994-07-01Submission has been amendedNo
1994-07-01This submission is the final filingNo
1994-07-01This return/report is a short plan year return/report (less than 12 months)No
1994-07-01Plan is a collectively bargained planNo
1993: THE PIKE SCHOOL DC PLAN 1993 form 5500 responses
1993-07-01Type of plan entitySingle employer plan
1993-07-01Submission has been amendedNo
1993-07-01This submission is the final filingNo
1993-07-01This return/report is a short plan year return/report (less than 12 months)No
1993-07-01Plan is a collectively bargained planNo
1992: THE PIKE SCHOOL DC PLAN 1992 form 5500 responses
1992-07-01Type of plan entitySingle employer plan
1992-07-01Submission has been amendedNo
1992-07-01This submission is the final filingNo
1992-07-01This return/report is a short plan year return/report (less than 12 months)No
1992-07-01Plan is a collectively bargained planNo
1991: THE PIKE SCHOOL DC PLAN 1991 form 5500 responses
1991-07-01Type of plan entitySingle employer plan
1991-07-01Submission has been amendedNo
1991-07-01This submission is the final filingNo
1991-07-01This return/report is a short plan year return/report (less than 12 months)No
1991-07-01Plan is a collectively bargained planNo
1990: THE PIKE SCHOOL DC PLAN 1990 form 5500 responses
1990-07-01Type of plan entitySingle employer plan
1990-07-01Submission has been amendedNo
1990-07-01This submission is the final filingNo
1990-07-01This return/report is a short plan year return/report (less than 12 months)No
1990-07-01Plan is a collectively bargained planNo
1989: THE PIKE SCHOOL DC PLAN 1989 form 5500 responses
1989-07-01Type of plan entitySingle employer plan
1989-07-01Submission has been amendedNo
1989-07-01This submission is the final filingNo
1989-07-01This return/report is a short plan year return/report (less than 12 months)No
1989-07-01Plan is a collectively bargained planNo
1988: THE PIKE SCHOOL DC PLAN 1988 form 5500 responses
1988-07-01Type of plan entitySingle employer plan
1988-07-01Submission has been amendedNo
1988-07-01This submission is the final filingNo
1988-07-01This return/report is a short plan year return/report (less than 12 months)No
1988-07-01Plan is a collectively bargained planNo
1987: THE PIKE SCHOOL DC PLAN 1987 form 5500 responses
1987-07-01Type of plan entitySingle employer plan
1987-07-01First time form 5500 has been submittedYes
1987-07-01Submission has been amendedNo
1987-07-01This submission is the final filingNo
1987-07-01This return/report is a short plan year return/report (less than 12 months)No
1987-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358122
Policy instance 1
Insurance contract or identification number358122
Number of Individuals Covered182
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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 number358122
Policy instance 1
Insurance contract or identification number358122
Number of Individuals Covered189
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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 number358122
Policy instance 1
Insurance contract or identification number358122
Number of Individuals Covered194
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?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 number358122
Policy instance 1
Insurance contract or identification number358122
Number of Individuals Covered196
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?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 number358122
Policy instance 1
Insurance contract or identification number358122
Number of Individuals Covered201
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?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 number358122
Policy instance 1
Insurance contract or identification number358122
Number of Individuals Covered204
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?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

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