?>
Logo

TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 401k Plan overview

Plan NameTIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC
Plan identification number 001

TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 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 COMMONWEALTH SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE COMMONWEALTH SCHOOL, INC.
Employer identification number (EIN):042228167
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01DIANE MORRIS
0012015-01-01DIANE MORRIS
0012014-01-01DIANE MORRIS DIANE MORRIS2015-10-09
0012013-01-01DIANE MORRIS DIANE MORRIS2014-10-10
0012012-01-01DIANE MORRIS
0012011-01-01DIANE MORRIS

Plan Statistics for TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC

401k plan membership statisitcs for TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC

Measure Date Value
2022: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2022 401k membership
Total participants, beginning-of-year2022-01-01146
Total number of active participants reported on line 7a of the Form 55002022-01-0148
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01105
Total of all active and inactive participants2022-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01156
Number of participants with account balances2022-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2021 401k membership
Total participants, beginning-of-year2021-01-01159
Total number of active participants reported on line 7a of the Form 55002021-01-0144
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01146
Number of participants with account balances2021-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2020 401k membership
Total participants, beginning-of-year2020-01-01156
Total number of active participants reported on line 7a of the Form 55002020-01-0148
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01110
Total of all active and inactive participants2020-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01159
Number of participants with account balances2020-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2019 401k membership
Total participants, beginning-of-year2019-01-01145
Total number of active participants reported on line 7a of the Form 55002019-01-0147
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01156
Number of participants with account balances2019-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2018 401k membership
Total participants, beginning-of-year2018-01-01140
Total number of active participants reported on line 7a of the Form 55002018-01-0158
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0186
Total of all active and inactive participants2018-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01145
Number of participants with account balances2018-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2017 401k membership
Total participants, beginning-of-year2017-01-01139
Total number of active participants reported on line 7a of the Form 55002017-01-0154
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01148
Number of participants with account balances2017-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2016 401k membership
Total participants, beginning-of-year2016-01-01139
Total number of active participants reported on line 7a of the Form 55002016-01-0156
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0182
Total of all active and inactive participants2016-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01139
Number of participants with account balances2016-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2015 401k membership
Total participants, beginning-of-year2015-01-01135
Total number of active participants reported on line 7a of the Form 55002015-01-0158
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0180
Total of all active and inactive participants2015-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01139
Number of participants with account balances2015-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-0154
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01135
Number of participants with account balances2014-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2013 401k membership
Total participants, beginning-of-year2013-01-01134
Total number of active participants reported on line 7a of the Form 55002013-01-0155
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0179
Total of all active and inactive participants2013-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01134
Number of participants with account balances2013-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2012 401k membership
Total participants, beginning-of-year2012-01-01134
Total number of active participants reported on line 7a of the Form 55002012-01-0158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0176
Total of all active and inactive participants2012-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01134
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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2011 401k membership
Total participants, beginning-of-year2011-01-01134
Total number of active participants reported on line 7a of the Form 55002011-01-01102
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01134
Number of participants with account balances2011-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC

Measure Date Value
2022 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 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$0
Total income from all sources (including contributions)2022-12-31$-2,343,838
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,117,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,117,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$812,555
Value of total assets at end of year2022-12-31$22,797,131
Value of total assets at beginning of year2022-12-31$26,258,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25
Total interest from all sources2022-12-31$255,790
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$129,449
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$129,449
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$521,608
Participant contributions at end of year2022-12-31$14,035
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,461,307
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,797,131
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,258,438
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,952,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,270,170
Value of interest in pooled separate accounts at end of year2022-12-31$686,250
Value of interest in pooled separate accounts at beginning of year2022-12-31$669,931
Interest on participant loans2022-12-31$458
Interest earned on other investments2022-12-31$255,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,144,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,318,337
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$259,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,598,310
Net investment gain/loss from pooled separate accounts2022-12-31$56,678
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$290,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$857,478
Contract administrator fees2022-12-31$25
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 name2022-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2022-12-31203985546
2021 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$3,953,647
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,103,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,103,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$794,093
Value of total assets at end of year2021-12-31$26,258,438
Value of total assets at beginning of year2021-12-31$23,408,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$218,529
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$126,452
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$126,452
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$497,744
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$2,849,890
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,258,438
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,408,548
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,270,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,673,851
Value of interest in pooled separate accounts at end of year2021-12-31$669,931
Value of interest in pooled separate accounts at beginning of year2021-12-31$532,962
Interest earned on other investments2021-12-31$218,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,318,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,201,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,711,827
Net investment gain/loss from pooled separate accounts2021-12-31$102,746
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$296,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,103,757
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 name2021-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2021-12-31203985546
2020 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 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$3,522,717
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,530,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,530,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$805,555
Value of total assets at end of year2020-12-31$23,408,548
Value of total assets at beginning of year2020-12-31$22,416,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$245,474
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$92,129
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$92,129
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$501,542
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$991,737
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,408,548
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,416,811
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,673,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,196,340
Value of interest in pooled separate accounts at end of year2020-12-31$532,962
Value of interest in pooled separate accounts at beginning of year2020-12-31$643,135
Interest earned on other investments2020-12-31$245,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,201,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,577,336
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$450,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,384,911
Net investment gain/loss from pooled separate accounts2020-12-31$-5,352
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$304,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,080,085
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2020-12-31203985546
2019 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2019 401k financial data
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 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$4,053,009
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$981,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$981,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$794,759
Value of total assets at end of year2019-12-31$22,416,811
Value of total assets at beginning of year2019-12-31$19,345,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$401
Total interest from all sources2019-12-31$256,827
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$94,028
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$94,028
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$292,795
Amount contributed by the employer to the plan for this plan year2019-12-31$292,795
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$501,964
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$3,071,446
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,416,811
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,345,365
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,196,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,314,858
Value of interest in pooled separate accounts at end of year2019-12-31$643,135
Value of interest in pooled separate accounts at beginning of year2019-12-31$600,202
Interest earned on other investments2019-12-31$256,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,577,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,430,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,874,093
Net investment gain/loss from pooled separate accounts2019-12-31$33,302
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$292,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$981,162
Contract administrator fees2019-12-31$401
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
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
Accountancy firm name2019-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2019-12-31203985546
2018 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 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$221,529
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,100,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,100,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$902,009
Value of total assets at end of year2018-12-31$19,345,365
Value of total assets at beginning of year2018-12-31$20,224,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$252,811
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$79,685
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$79,685
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$282,611
Amount contributed by the employer to the plan for this plan year2018-12-31$282,611
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$485,875
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$133,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-879,204
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,345,365
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,224,569
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$12,314,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,650,915
Value of interest in pooled separate accounts at end of year2018-12-31$600,202
Value of interest in pooled separate accounts at beginning of year2018-12-31$584,152
Interest earned on other investments2018-12-31$252,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,430,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,989,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,040,669
Net investment gain/loss from pooled separate accounts2018-12-31$27,693
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$282,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,100,733
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BJHC, PC
Accountancy firm EIN2018-12-31043068663
2017 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$3,386,523
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,045,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,045,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$899,592
Value of total assets at end of year2017-12-31$20,224,569
Value of total assets at beginning of year2017-12-31$18,883,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$61,204
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$69,914
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$69,914
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$250,897
Amount contributed by the employer to the plan for this plan year2017-12-31$250,897
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$434,890
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$213,805
Other income not declared elsewhere2017-12-31$184,003
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$1,341,177
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,224,569
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,883,392
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$13,650,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,794,730
Value of interest in pooled separate accounts at end of year2017-12-31$584,152
Value of interest in pooled separate accounts at beginning of year2017-12-31$625,208
Interest earned on other investments2017-12-31$61,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,989,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,463,454
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$593,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,146,949
Net investment gain/loss from pooled separate accounts2017-12-31$24,861
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$250,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,452,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BJHC, PC
Accountancy firm EIN2017-12-31043068663
2016 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$4,179,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,229,971
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,169,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,169,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$399,206
Value of total assets at end of year2016-12-31$18,883,392
Value of total assets at beginning of year2016-12-31$14,643,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$241,046
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$26,868
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$245,665
Amount contributed by the employer to the plan for this plan year2016-12-31$245,665
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$153,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$60,147
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,883,392
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,643,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,794,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,563,297
Value of interest in pooled separate accounts at end of year2016-12-31$625,208
Value of interest in pooled separate accounts at beginning of year2016-12-31$586,094
Interest earned on other investments2016-12-31$241,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$235,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$235,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,463,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,258,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$539,033
Net investment gain/loss from pooled separate accounts2016-12-31$23,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$245,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,169,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERNARD, JOHNSON & COMPANY, PC
Accountancy firm EIN2016-12-31043068663
2015 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-563,103
Total unrealized appreciation/depreciation of assets2015-12-31$-563,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$709,975
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$439,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$344,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$399,201
Value of total assets at end of year2015-12-31$14,643,251
Value of total assets at beginning of year2015-12-31$14,372,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$94,137
Total interest from all sources2015-12-31$159,285
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,953
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$245,662
Amount contributed by the employer to the plan for this plan year2015-12-31$245,662
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$153,539
Other income not declared elsewhere2015-12-31$66,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$270,947
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,643,251
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,372,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$94,137
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,563,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,570,995
Value of interest in pooled separate accounts at end of year2015-12-31$586,094
Value of interest in pooled separate accounts at beginning of year2015-12-31$512,595
Interest earned on other investments2015-12-31$159,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$235,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$179,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$179,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,258,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,109,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$625,567
Net investment gain/loss from pooled separate accounts2015-12-31$11,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$245,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$344,891
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BERNARD, JOHNSON & COMPANY, PC
Accountancy firm EIN2015-12-31043068663
2014 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,259,084
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$302,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$233,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$377,789
Value of total assets at end of year2014-12-31$14,372,304
Value of total assets at beginning of year2014-12-31$13,415,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$69,362
Total interest from all sources2014-12-31$136,335
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$145,304
Other income not declared elsewhere2014-12-31$151,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$956,445
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,372,304
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,415,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$69,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,570,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,899,974
Value of interest in pooled separate accounts at end of year2014-12-31$512,595
Value of interest in pooled separate accounts at beginning of year2014-12-31$438,192
Interest earned on other investments2014-12-31$136,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$179,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$161,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$161,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,109,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,915,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$538,269
Net investment gain/loss from pooled separate accounts2014-12-31$54,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$232,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$233,277
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BERNARD, JOHNSON & COMPANY, PC
Accountancy firm EIN2014-12-31043068663
2013 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,199,796
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$442,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$377,199
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$365,433
Value of total assets at end of year2013-12-31$13,415,859
Value of total assets at beginning of year2013-12-31$11,658,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$65,687
Total interest from all sources2013-12-31$113,147
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$140,551
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$157,859
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,756,910
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,415,859
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,658,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$65,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,899,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,385,026
Value of interest in pooled separate accounts at end of year2013-12-31$438,192
Value of interest in pooled separate accounts at beginning of year2013-12-31$283,288
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$113,147
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$161,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$162,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$162,548
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,915,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,828,087
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$78,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,528,659
Net investment gain/loss from pooled separate accounts2013-12-31$34,698
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$224,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$298,337
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BERNARD, JOHNSON & COMPANY, P.C.
Accountancy firm EIN2013-12-31043068663
2012 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2012 401k financial data
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,421,231
Total of all expenses incurred2012-12-31$201,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$201,078
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$359,468
Value of total assets at end of year2012-12-31$11,658,949
Value of total assets at beginning of year2012-12-31$10,438,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$191,874
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$138,257
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,220,153
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,658,949
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,438,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,547,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,587,901
Value of interest in pooled separate accounts at end of year2012-12-31$283,288
Value of interest in pooled separate accounts at beginning of year2012-12-31$239,523
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$191,874
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,828,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,611,372
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$844,990
Net investment gain/loss from pooled separate accounts2012-12-31$24,899
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$221,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$201,078
Contract administrator fees2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BERNARD JOHNSON & COMPANY
Accountancy firm EIN2012-12-31043068663
2011 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2011 401k financial data
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total income from all sources (including contributions)2011-12-31$388,574
Total of all expenses incurred2011-12-31$174,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$174,016
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$329,899
Value of total assets at end of year2011-12-31$10,438,795
Value of total assets at beginning of year2011-12-31$10,224,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$182,992
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$131,840
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$214,558
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,438,795
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,224,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,587,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,642,759
Value of interest in pooled separate accounts at end of year2011-12-31$239,523
Value of interest in pooled separate accounts at beginning of year2011-12-31$191,997
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$182,992
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,611,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,389,481
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-150,365
Net investment gain/loss from pooled separate accounts2011-12-31$26,048
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$198,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$174,016
Contract administrator fees2011-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BERNARD JOHNSON & COMPANY
Accountancy firm EIN2011-12-31043068663
2010 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,192,389
Total of all expenses incurred2010-12-31$310,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$310,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$320,901
Value of total assets at end of year2010-12-31$10,224,237
Value of total assets at beginning of year2010-12-31$9,342,639
Total interest from all sources2010-12-31$164,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
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$133,580
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$881,598
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,224,237
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,342,639
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$5,642,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,000,567
Value of interest in pooled separate accounts at end of year2010-12-31$191,997
Value of interest in pooled separate accounts at beginning of year2010-12-31$183,770
Interest earned on other investments2010-12-31$164,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,389,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,158,302
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$170,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$678,909
Net investment gain/loss from pooled separate accounts2010-12-31$27,920
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$187,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$139,815
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 plan2010-12-31Unqualified
Accountancy firm name2010-12-31BERNARD JOHNSON & COMPANY
Accountancy firm EIN2010-12-31043068663

Form 5500 Responses for TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC

2022: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 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
2016: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND STAFF OF COMMONWEALTH SCHOOL INC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500804
Policy instance 1
Insurance contract or identification number500804
Number of Individuals Covered108
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 number500804
Policy instance 1
Insurance contract or identification number500804
Number of Individuals Covered109
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 number500804
Policy instance 1
Insurance contract or identification number500804
Number of Individuals Covered114
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 number500804
Policy instance 1
Insurance contract or identification number500804
Number of Individuals Covered116
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 number500804
Policy instance 1
Insurance contract or identification number500804
Number of Individuals Covered118
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 number500804
Policy instance 1
Insurance contract or identification number500804
Number of Individuals Covered120
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500804
Policy instance 1
Insurance contract or identification number500804
Number of Individuals Covered128
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 number327958
Policy instance 1
Insurance contract or identification number327958
Number of Individuals Covered128
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327958
Policy instance 1
Insurance contract or identification number327958
Number of Individuals Covered124
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
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 number327958
Policy instance 1
Insurance contract or identification number327958
Number of Individuals Covered125
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
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 number327958
Policy instance 1
Insurance contract or identification number327958
Number of Individuals Covered123
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3