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TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 401k Plan overview

Plan NameTIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL
Plan identification number 003

TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

HAMDEN HALL SCHOOL, INC has sponsored the creation of one or more 401k plans.

Company Name:HAMDEN HALL SCHOOL, INC
Employer identification number (EIN):060662137
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01
0032016-01-01BENELYN ARPINE2017-07-17
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01CHRISTINE A. FESTA
0032011-01-01CHRISTINE A. FESTA
0032010-01-01CHRISTINE A. FESTA
0032009-01-01CHRISTINE A. FESTA
0032008-01-01

Plan Statistics for TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL

401k plan membership statisitcs for TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL

Measure Date Value
2016: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2016 401k membership
Total participants, beginning-of-year2016-01-0171
Total number of active participants reported on line 7a of the Form 55002016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
2015: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2015 401k membership
Total participants, beginning-of-year2015-01-0168
Total number of active participants reported on line 7a of the Form 55002015-01-0153
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0171
Number of participants with account balances2015-01-0169
2014: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2014 401k membership
Total participants, beginning-of-year2014-01-0175
Total number of active participants reported on line 7a of the Form 55002014-01-0155
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0168
Total participants2014-01-0168
Number of participants with account balances2014-01-0165
2013: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2013 401k membership
Total participants, beginning-of-year2013-01-0177
Total number of active participants reported on line 7a of the Form 55002013-01-0164
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0175
Total participants2013-01-0175
Number of participants with account balances2013-01-0164
2012: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2012 401k membership
Total participants, beginning-of-year2012-01-0180
Total number of active participants reported on line 7a of the Form 55002012-01-0168
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0177
Total participants2012-01-0177
Number of participants with account balances2012-01-0162
2011: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2011 401k membership
Total participants, beginning-of-year2011-01-0181
Total number of active participants reported on line 7a of the Form 55002011-01-0174
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0180
Total participants2011-01-0180
Number of participants with account balances2011-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2010 401k membership
Total participants, beginning-of-year2010-01-0180
Total number of active participants reported on line 7a of the Form 55002010-01-0178
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0181
Total participants2010-01-0181
Number of participants with account balances2010-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2009 401k membership
Total participants, beginning-of-year2009-01-0184
Total number of active participants reported on line 7a of the Form 55002009-01-0175
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0178
Total participants2009-01-0178
Number of participants with account balances2009-01-0163

Financial Data on TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL

Measure Date Value
2016 : TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2016 401k financial data
Transfers to/from the plan2016-11-30$-7,213,961
Total income from all sources2016-11-30$617,233
Expenses. Total of all expenses incurred2016-11-30$236,563
Benefits paid (including direct rollovers)2016-11-30$236,563
Total plan assets at end of year2016-11-30$0
Total plan assets at beginning of year2016-11-30$6,833,291
Total contributions received or receivable from participants2016-11-30$209,653
Contributions received from other sources (not participants or employers)2016-11-30$91,709
Other income received2016-11-30$315,871
Net income (gross income less expenses)2016-11-30$380,670
Net plan assets at end of year (total assets less liabilities)2016-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$6,833,291
2015 : TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2015 401k financial data
Total income from all sources2015-12-31$1,049,317
Expenses. Total of all expenses incurred2015-12-31$416,935
Benefits paid (including direct rollovers)2015-12-31$416,935
Total plan assets at end of year2015-12-31$6,833,291
Total plan assets at beginning of year2015-12-31$6,200,909
Total contributions received or receivable from participants2015-12-31$205,761
Contributions received from other sources (not participants or employers)2015-12-31$738,805
Other income received2015-12-31$104,751
Net income (gross income less expenses)2015-12-31$632,382
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,833,291
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,200,909
2014 : TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2014 401k financial data
Total income from all sources2014-12-31$640,597
Expenses. Total of all expenses incurred2014-12-31$228,776
Benefits paid (including direct rollovers)2014-12-31$228,776
Total plan assets at end of year2014-12-31$6,200,909
Total plan assets at beginning of year2014-12-31$5,789,088
Total contributions received or receivable from participants2014-12-31$195,327
Contributions received from other sources (not participants or employers)2014-12-31$113,770
Other income received2014-12-31$331,500
Net income (gross income less expenses)2014-12-31$411,821
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,200,909
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,789,088
2013 : TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2013 401k financial data
Total income from all sources2013-12-31$1,208,264
Expenses. Total of all expenses incurred2013-12-31$50,170
Benefits paid (including direct rollovers)2013-12-31$50,170
Total plan assets at end of year2013-12-31$5,789,088
Total plan assets at beginning of year2013-12-31$4,630,994
Total contributions received or receivable from participants2013-12-31$229,104
Contributions received from other sources (not participants or employers)2013-12-31$330,513
Other income received2013-12-31$648,647
Net income (gross income less expenses)2013-12-31$1,158,094
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,789,088
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,630,994
2012 : TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2012 401k financial data
Total income from all sources2012-12-31$612,080
Expenses. Total of all expenses incurred2012-12-31$98,023
Benefits paid (including direct rollovers)2012-12-31$98,023
Total plan assets at end of year2012-12-31$4,630,994
Total plan assets at beginning of year2012-12-31$4,116,937
Total contributions received or receivable from participants2012-12-31$227,542
Other income received2012-12-31$384,538
Net income (gross income less expenses)2012-12-31$514,057
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,630,994
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,116,937
2011 : TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2011 401k financial data
Total income from all sources2011-12-31$237,212
Expenses. Total of all expenses incurred2011-12-31$65,003
Benefits paid (including direct rollovers)2011-12-31$65,003
Total plan assets at end of year2011-12-31$4,116,937
Total plan assets at beginning of year2011-12-31$3,944,728
Total contributions received or receivable from participants2011-12-31$197,482
Other income received2011-12-31$39,730
Net income (gross income less expenses)2011-12-31$172,209
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,116,937
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,944,728
2010 : TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2010 401k financial data
Total income from all sources2010-12-31$621,968
Expenses. Total of all expenses incurred2010-12-31$471,247
Benefits paid (including direct rollovers)2010-12-31$471,247
Total plan assets at end of year2010-12-31$3,944,728
Total plan assets at beginning of year2010-12-31$3,794,007
Total contributions received or receivable from participants2010-12-31$295,912
Other income received2010-12-31$326,056
Net income (gross income less expenses)2010-12-31$150,721
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,944,728
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,794,007

Form 5500 Responses for TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL

2016: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: TIAA CREF RETIREMENT PLAN FOR HAMDEN HALL COUNTRY DAY SCHOOL 2008 form 5500 responses
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number315636
Policy instance 1
Insurance contract or identification number315636
Number of Individuals Covered69
Insurance policy end date2015-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number315636
Policy instance 1
Insurance contract or identification number315636
Number of Individuals Covered65
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number315636
Policy instance 1
Insurance contract or identification number315636
Number of Individuals Covered64
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number315636
Policy instance 1
Insurance contract or identification number315636
Number of Individuals Covered62
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number315636
Policy instance 1
Insurance contract or identification number315636
Number of Individuals Covered64
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number315636
Policy instance 1
Insurance contract or identification number315636
Number of Individuals Covered62
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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