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CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 401k Plan overview

Plan NameCONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN
Plan identification number 001

CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONNECTICUT INSTITUTE FOR THE BLIND has sponsored the creation of one or more 401k plans.

Company Name:CONNECTICUT INSTITUTE FOR THE BLIND
Employer identification number (EIN):060669111
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN

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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES JONES
0012016-01-01JAMES JONES
0012015-01-01JAMES JONES
0012014-01-01JAMES JONES
0012013-01-01JAMES JONES
0012012-01-01JAMES JONES
0012011-01-01JAMES JONES
0012010-01-01JAMES JONES
0012009-01-01JAMES T. JONES JAMES T. JONES2010-11-16
0012009-01-01JAMES T. JONES JAMES T. JONES2010-10-14

Plan Statistics for CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN

401k plan membership statisitcs for CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN

Measure Date Value
2022: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,758
Total number of active participants reported on line 7a of the Form 55002022-01-01976
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01805
Total of all active and inactive participants2022-01-011,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,781
Number of participants with account balances2022-01-011,650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,918
Total number of active participants reported on line 7a of the Form 55002021-01-011,011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01747
Total of all active and inactive participants2021-01-011,758
Total participants2021-01-011,758
Number of participants with account balances2021-01-011,600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0148
2020: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,887
Total number of active participants reported on line 7a of the Form 55002020-01-011,075
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01843
Total of all active and inactive participants2020-01-011,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,918
Number of participants with account balances2020-01-011,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0154
2019: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,020
Total number of active participants reported on line 7a of the Form 55002019-01-011,121
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01766
Total of all active and inactive participants2019-01-011,887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,887
Number of participants with account balances2019-01-011,744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0169
2018: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,965
Total number of active participants reported on line 7a of the Form 55002018-01-011,279
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01741
Total of all active and inactive participants2018-01-012,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,020
Number of participants with account balances2018-01-011,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0183
2017: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,892
Total number of active participants reported on line 7a of the Form 55002017-01-011,360
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01605
Total of all active and inactive participants2017-01-011,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,965
Number of participants with account balances2017-01-011,653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0172
2016: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,836
Total number of active participants reported on line 7a of the Form 55002016-01-011,378
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01508
Total of all active and inactive participants2016-01-011,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-011,892
Number of participants with account balances2016-01-011,555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0159
2015: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,749
Total number of active participants reported on line 7a of the Form 55002015-01-011,397
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01439
Total of all active and inactive participants2015-01-011,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,836
Number of participants with account balances2015-01-011,405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,677
Total number of active participants reported on line 7a of the Form 55002014-01-011,375
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01368
Total of all active and inactive participants2014-01-011,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,749
Number of participants with account balances2014-01-011,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0147
2013: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,623
Total number of active participants reported on line 7a of the Form 55002013-01-011,356
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01314
Total of all active and inactive participants2013-01-011,670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-011,677
Number of participants with account balances2013-01-011,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,515
Total number of active participants reported on line 7a of the Form 55002012-01-011,353
Number of other retired or separated participants entitled to future benefits2012-01-01266
Total of all active and inactive participants2012-01-011,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-011,623
Number of participants with account balances2012-01-011,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,492
Total number of active participants reported on line 7a of the Form 55002011-01-011,265
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01250
Total of all active and inactive participants2011-01-011,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,515
Number of participants with account balances2011-01-011,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2010: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01726
Total number of active participants reported on line 7a of the Form 55002010-01-011,269
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01223
Total of all active and inactive participants2010-01-011,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,492
Number of participants with account balances2010-01-011,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01704
Total number of active participants reported on line 7a of the Form 55002009-01-01710
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01726
Number of participants with account balances2009-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN

Measure Date Value
2022 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,301,309
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,753,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,628,580
Expenses. Certain deemed distributions of participant loans2022-12-31$66,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,309,849
Value of total assets at end of year2022-12-31$61,652,122
Value of total assets at beginning of year2022-12-31$69,706,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,473
Total interest from all sources2022-12-31$559,314
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$722,498
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$722,498
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$2,196,348
Participant contributions at end of year2022-12-31$987,337
Participant contributions at beginning of year2022-12-31$836,753
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$181,517
Other income not declared elsewhere2022-12-31$4,344
Administrative expenses (other) incurred2022-12-31$3,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,054,609
Value of net assets at end of year (total assets less liabilities)2022-12-31$61,652,122
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$69,706,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$17,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$44,188,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$52,635,000
Value of interest in pooled separate accounts at end of year2022-12-31$1,838,333
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,704,676
Interest on participant loans2022-12-31$51,996
Interest earned on other investments2022-12-31$507,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,296,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,172,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,035,442
Net investment gain/loss from pooled separate accounts2022-12-31$138,128
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,931,984
Employer contributions (assets) at end of year2022-12-31$341,403
Employer contributions (assets) at beginning of year2022-12-31$358,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,628,580
Contract administrator fees2022-12-31$37,335
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 name2022-12-31GUILMARTIN, DIPIRO & SOKOLOWSKI LLC
Accountancy firm EIN2022-12-31060971998
2021 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 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$10,805,069
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,536,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,413,347
Expenses. Certain deemed distributions of participant loans2021-12-31$33,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,580,007
Value of total assets at end of year2021-12-31$69,706,731
Value of total assets at beginning of year2021-12-31$63,438,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,184
Total interest from all sources2021-12-31$492,509
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$992,594
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$992,594
Administrative expenses professional fees incurred2021-12-31$21,067
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$1,962,610
Participant contributions at end of year2021-12-31$836,753
Participant contributions at beginning of year2021-12-31$608,595
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$101,767
Other income not declared elsewhere2021-12-31$69
Administrative expenses (other) incurred2021-12-31$3
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$6,268,696
Value of net assets at end of year (total assets less liabilities)2021-12-31$69,706,731
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$63,438,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$8,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$52,635,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$46,899,679
Value of interest in pooled separate accounts at end of year2021-12-31$1,704,676
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,503,940
Interest on participant loans2021-12-31$47,734
Interest earned on other investments2021-12-31$444,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,172,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,047,830
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$44,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,478,092
Net investment gain/loss from pooled separate accounts2021-12-31$261,798
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,515,630
Employer contributions (assets) at end of year2021-12-31$358,020
Employer contributions (assets) at beginning of year2021-12-31$377,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,368,436
Contract administrator fees2021-12-31$59,782
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 name2021-12-31GUILMARTIN, DIPIRO & SOKOLOWSKI LLC
Accountancy firm EIN2021-12-31060971998
2020 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,214,718
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,783,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,692,497
Expenses. Certain deemed distributions of participant loans2020-12-31$127,000
Value of total corrective distributions2020-12-31$25,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,865,754
Value of total assets at end of year2020-12-31$63,565,437
Value of total assets at beginning of year2020-12-31$58,134,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,395
Total interest from all sources2020-12-31$517,813
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$499,839
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$499,839
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,728,584
Participant contributions at end of year2020-12-31$735,997
Participant contributions at beginning of year2020-12-31$603,932
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$309,317
Other income not declared elsewhere2020-12-31$21
Administrative expenses (other) incurred2020-12-31$1,224
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$5,431,394
Value of net assets at end of year (total assets less liabilities)2020-12-31$63,565,437
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$58,134,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$17,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$46,899,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,440,335
Value of interest in pooled separate accounts at end of year2020-12-31$1,503,940
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,591,439
Interest on participant loans2020-12-31$38,558
Interest earned on other investments2020-12-31$479,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,047,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$14,092,619
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$113,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,344,887
Net investment gain/loss from pooled separate accounts2020-12-31$-13,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,827,853
Employer contributions (assets) at end of year2020-12-31$377,991
Employer contributions (assets) at beginning of year2020-12-31$405,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,578,544
Contract administrator fees2020-12-31$46,853
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 name2020-12-31GUILMARTIN, DIPIRO & SOKOLOWSKI LLC
Accountancy firm EIN2020-12-31060971998
2019 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,417
Total transfer of assets to this plan2019-12-31$1,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,649,924
Total income from all sources (including contributions)2019-12-31$11,649,924
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,547,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,483,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,483,886
Expenses. Certain deemed distributions of participant loans2019-12-31$6,318
Expenses. Certain deemed distributions of participant loans2019-12-31$6,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,490,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,490,541
Value of total assets at end of year2019-12-31$58,134,043
Value of total assets at end of year2019-12-31$58,134,043
Value of total assets at beginning of year2019-12-31$51,030,164
Value of total assets at beginning of year2019-12-31$51,030,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,258
Total interest from all sources2019-12-31$508,927
Total interest from all sources2019-12-31$508,927
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$502,213
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$502,213
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$502,213
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,534,506
Contributions received from participants2019-12-31$1,534,506
Participant contributions at end of year2019-12-31$603,932
Participant contributions at end of year2019-12-31$603,932
Participant contributions at beginning of year2019-12-31$162,130
Participant contributions at beginning of year2019-12-31$162,130
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$53,213
Participant contributions at beginning of year2019-12-31$53,213
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$225,449
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$225,449
Other income not declared elsewhere2019-12-31$24
Administrative expenses (other) incurred2019-12-31$8,259
Administrative expenses (other) incurred2019-12-31$8,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,102,462
Value of net income/loss2019-12-31$7,102,462
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,134,043
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,134,043
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,030,164
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,030,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$73
Investment advisory and management fees2019-12-31$73
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,440,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,440,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,895,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,895,769
Value of interest in pooled separate accounts at end of year2019-12-31$1,591,439
Value of interest in pooled separate accounts at end of year2019-12-31$1,591,439
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,646,113
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,646,113
Interest on participant loans2019-12-31$22,184
Interest on participant loans2019-12-31$22,184
Interest earned on other investments2019-12-31$486,743
Interest earned on other investments2019-12-31$486,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,092,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,092,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,828,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,828,907
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$14,932
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$14,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,059,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,059,488
Net investment gain/loss from pooled separate accounts2019-12-31$88,731
Net investment gain/loss from pooled separate accounts2019-12-31$88,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,730,586
Contributions received in cash from employer2019-12-31$1,730,586
Employer contributions (assets) at end of year2019-12-31$405,718
Employer contributions (assets) at end of year2019-12-31$405,718
Employer contributions (assets) at beginning of year2019-12-31$444,032
Employer contributions (assets) at beginning of year2019-12-31$444,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,468,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,468,954
Contract administrator fees2019-12-31$48,926
Contract administrator fees2019-12-31$48,926
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GUILMARTIN, DIPIRO & SOKOLOWSKI LLC
Accountancy firm name2019-12-31GUILMARTIN, DIPIRO & SOKOLOWSKI LLC
Accountancy firm EIN2019-12-31060971998
Accountancy firm EIN2019-12-31060971998
2018 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$23,658
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$1,817,678
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,119,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,073,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,386,306
Value of total assets at end of year2018-12-31$51,030,164
Value of total assets at beginning of year2018-12-31$52,308,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,207
Total interest from all sources2018-12-31$529,933
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$489,937
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$489,937
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,405,462
Participant contributions at end of year2018-12-31$162,130
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$53,213
Participant contributions at beginning of year2018-12-31$50,363
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$31,153
Administrative expenses (other) incurred2018-12-31$409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,301,738
Value of net assets at end of year (total assets less liabilities)2018-12-31$51,030,164
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$52,308,244
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$33,895,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,413,152
Value of interest in pooled separate accounts at end of year2018-12-31$1,646,113
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,450,896
Interest on participant loans2018-12-31$1,963
Interest earned on other investments2018-12-31$527,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,828,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,969,457
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$89,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,661,181
Net investment gain/loss from pooled separate accounts2018-12-31$72,683
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$1,949,691
Employer contributions (assets) at end of year2018-12-31$444,032
Employer contributions (assets) at beginning of year2018-12-31$424,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,984,148
Contract administrator fees2018-12-31$45,798
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 name2018-12-31GUILMARTIN, DIPIRO & SOKOLOWSKI LLC
Accountancy firm EIN2018-12-31060971998
2017 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$10,245,468
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,041,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,977,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,070,423
Value of total assets at end of year2017-12-31$52,308,244
Value of total assets at beginning of year2017-12-31$46,104,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$63,722
Total interest from all sources2017-12-31$531,633
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$367,426
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$367,426
Administrative expenses professional fees incurred2017-12-31$63,722
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,350,008
Participant contributions at end of year2017-12-31$50,363
Participant contributions at beginning of year2017-12-31$50,429
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$761,311
Other income not declared elsewhere2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,204,054
Value of net assets at end of year (total assets less liabilities)2017-12-31$52,308,244
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,104,190
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$35,413,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$29,644,003
Value of interest in pooled separate accounts at end of year2017-12-31$2,450,896
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,901,174
Interest earned on other investments2017-12-31$531,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,969,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,038,298
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$158,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,148,012
Net investment gain/loss from pooled separate accounts2017-12-31$127,974
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$1,959,104
Employer contributions (assets) at end of year2017-12-31$424,376
Employer contributions (assets) at beginning of year2017-12-31$470,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,819,625
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 name2017-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2017-12-31061009205
2016 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$6,008,466
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,373,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,324,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,536,118
Value of total assets at end of year2016-12-31$46,104,190
Value of total assets at beginning of year2016-12-31$42,469,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,523
Total interest from all sources2016-12-31$464,058
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$324,713
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$324,713
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,262,509
Participant contributions at end of year2016-12-31$50,429
Participant contributions at beginning of year2016-12-31$36,876
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$548,951
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$3,635,099
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,104,190
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,469,091
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$29,644,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,788,563
Value of interest in pooled separate accounts at end of year2016-12-31$2,901,174
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,844,487
Interest on participant loans2016-12-31$54
Interest earned on other investments2016-12-31$464,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,038,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,362,596
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$67,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,535,262
Net investment gain/loss from pooled separate accounts2016-12-31$148,315
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$1,724,658
Employer contributions (assets) at end of year2016-12-31$470,286
Employer contributions (assets) at beginning of year2016-12-31$436,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,256,956
Contract administrator fees2016-12-31$48,523
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 name2016-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2016-12-31061009205
2015 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$3,773,836
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,548,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,509,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,124,315
Value of total assets at end of year2015-12-31$42,469,091
Value of total assets at beginning of year2015-12-31$41,244,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,005
Total interest from all sources2015-12-31$429,505
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$248,788
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$248,788
Administrative expenses professional fees incurred2015-12-31$39,005
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,342,488
Participant contributions at end of year2015-12-31$36,876
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$318,088
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$1,224,842
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,469,091
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,244,249
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,788,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,628,090
Value of interest in pooled separate accounts at end of year2015-12-31$2,844,487
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,659,825
Interest on participant loans2015-12-31$9
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$429,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,362,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,351,974
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$76,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-246,124
Net investment gain/loss from pooled separate accounts2015-12-31$217,352
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$1,463,739
Employer contributions (assets) at end of year2015-12-31$436,569
Employer contributions (assets) at beginning of year2015-12-31$604,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,433,976
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 name2015-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2015-12-31061009205
2014 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 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$5,107,244
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,173,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,143,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,723,201
Value of total assets at end of year2014-12-31$41,244,249
Value of total assets at beginning of year2014-12-31$38,310,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,335
Total interest from all sources2014-12-31$437,515
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$187,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$187,901
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,264,481
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$83,857
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,933,274
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,244,249
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,310,975
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,628,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,515,347
Value of interest in pooled separate accounts at end of year2014-12-31$2,659,825
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,428,275
Interest on participant loans2014-12-31$49
Interest earned on other investments2014-12-31$437,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,351,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,851,809
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$62,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,465,427
Net investment gain/loss from pooled separate accounts2014-12-31$293,200
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$1,374,863
Employer contributions (assets) at end of year2014-12-31$604,360
Employer contributions (assets) at beginning of year2014-12-31$515,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,080,727
Contract administrator fees2014-12-31$30,335
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 name2014-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2014-12-31061009205
2013 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$2,074
Total income from all sources (including contributions)2013-12-31$7,652,944
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,039,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,018,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,037,661
Value of total assets at end of year2013-12-31$38,323,424
Value of total assets at beginning of year2013-12-31$31,711,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,767
Total interest from all sources2013-12-31$401,056
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$149,953
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$149,953
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,328,102
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$189,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,074
Other income not declared elsewhere2013-12-31$2
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$6,613,875
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,323,424
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,709,549
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,515,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,108,795
Value of interest in pooled separate accounts at end of year2013-12-31$2,428,275
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,305,770
Interest on participant loans2013-12-31$31
Interest earned on other investments2013-12-31$401,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,851,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,754,965
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$9,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,845,798
Net investment gain/loss from pooled separate accounts2013-12-31$218,474
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$1,520,467
Employer contributions (assets) at end of year2013-12-31$527,992
Employer contributions (assets) at beginning of year2013-12-31$542,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,009,064
Contract administrator fees2013-12-31$20,767
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 name2013-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2013-12-31061009205
2012 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,506,128
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,369,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,359,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,887,335
Value of total assets at end of year2012-12-31$31,711,622
Value of total assets at beginning of year2012-12-31$27,572,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,531
Total interest from all sources2012-12-31$390,150
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$56,755
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$56,755
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,343,900
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$96,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$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$4,136,921
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,709,548
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,572,627
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,108,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,315,425
Value of interest in pooled separate accounts at end of year2012-12-31$2,305,770
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,121,578
Interest on participant loans2012-12-31$45
Interest earned on other investments2012-12-31$390,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,754,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,591,669
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$66,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,958,561
Net investment gain/loss from pooled separate accounts2012-12-31$213,327
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$1,446,737
Employer contributions (assets) at end of year2012-12-31$542,093
Employer contributions (assets) at beginning of year2012-12-31$543,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,292,890
Contract administrator fees2012-12-31$9,531
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 name2012-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2012-12-31061009205
2011 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$690,537
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,166,242
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$960,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$957,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,772,855
Value of total assets at end of year2011-12-31$27,572,627
Value of total assets at beginning of year2011-12-31$24,676,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,890
Total interest from all sources2011-12-31$323,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$65,485
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$65,485
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,362,980
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$42,890
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$2,205,819
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,572,627
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,676,271
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,315,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,499,417
Value of interest in pooled separate accounts at end of year2011-12-31$2,121,578
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,750,844
Interest earned on other investments2011-12-31$323,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,591,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,928,828
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$24,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-235,308
Net investment gain/loss from pooled separate accounts2011-12-31$240,210
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$1,366,985
Employer contributions (assets) at end of year2011-12-31$543,955
Employer contributions (assets) at beginning of year2011-12-31$497,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$932,535
Contract administrator fees2011-12-31$2,890
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 name2011-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2011-12-31061009205
2010 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$7,784,612
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,755,468
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$598,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$598,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,371,527
Value of total assets at end of year2010-12-31$24,676,271
Value of total assets at beginning of year2010-12-31$14,734,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$203,514
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$16,334
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$40,690
Other income not declared elsewhere2010-12-31$32
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$2,156,691
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,676,271
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,734,968
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$13,499,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,824,644
Value of interest in pooled separate accounts at end of year2010-12-31$1,750,844
Value of interest in pooled separate accounts at beginning of year2010-12-31$527,523
Interest earned on other investments2010-12-31$203,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,928,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,366,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,031,311
Net investment gain/loss from pooled separate accounts2010-12-31$149,084
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$1,330,837
Employer contributions (assets) at end of year2010-12-31$497,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$598,777
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2010-12-31061009205
2009 : CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN

2022: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
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: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 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 planYes
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: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
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: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
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: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
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: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
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: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
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: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500050
Policy instance 1
Insurance contract or identification number500050
Number of Individuals Covered691
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 number500050
Policy instance 1
Insurance contract or identification number500050
Number of Individuals Covered715
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 number500050
Policy instance 1
Insurance contract or identification number500050
Number of Individuals Covered812
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 number500050
Policy instance 1
Insurance contract or identification number500050
Number of Individuals Covered843
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 number500050
Policy instance 1
Insurance contract or identification number500050
Number of Individuals Covered900
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 number500050
Policy instance 1
Insurance contract or identification number500050
Number of Individuals Covered925
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 number500050
Policy instance 1
Insurance contract or identification number500050
Number of Individuals Covered954
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 number500050
Policy instance 1
Insurance contract or identification number500050
Number of Individuals Covered1301
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
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 number500050
Policy instance 1
Insurance contract or identification number500050
Number of Individuals Covered1278
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1143
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1107
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number366916
Policy instance 2
Insurance contract or identification number366916
Number of Individuals Covered806
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
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 number366915
Policy instance 1
Insurance contract or identification number366915
Number of Individuals Covered657
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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