401k Plan data: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND plan

TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 401k Plan overview

Plan Name	TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND
Plan identification number	001

TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

MATTITUCK-LAUREL LIBRARY has sponsored the creation of one or more 401k plans.

Company Name: MATTITUCK-LAUREL LIBRARY

Employer identification number (EIN): 111677136

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SHAUNA SCHOLL 2023-07-05 SHAUNA SCHOLL 2023-07-05
001 2021-01-01 SHAUNA SCHOLL 2022-07-28 SHAUNA SCHOLL 2022-07-28
001 2020-01-01 JEFF WALDEN 2021-07-28 JEFF WALDEN 2021-07-28
001 2019-01-01 JEFF WALDEN 2020-07-24 JEFF WALDEN 2020-07-24
001 2018-01-01 JEFF WALDEN 2019-07-30
001 2017-01-01 JEFFREY M WALDEN JEFFREY M WALDEN 2018-05-06
001 2016-01-01 JEFFREY M WALDEN JEFFREY M WALDEN 2017-05-09
001 2015-01-01 JEFF WALDEN JEFF WALDEN 2016-05-02
001 2014-01-01 KAY ZEGEL KAY ZEGEL 2015-05-01
001 2013-01-01 KAY ZEGEL KAY ZEGEL 2015-04-13
001 2012-01-01 KAY ZEGEL KAY ZEGEL 2013-05-08
001 2011-01-01 KAY ZEGEL KAY ZEGEL 2012-05-03
001 2010-01-01 KAY ZEGEL KAY ZEGEL 2011-04-23
001 2009-01-01 KAY ZEGEL KAY ZEGEL 2010-05-14
001 2009-01-01 KAY ZEGEL KAY ZEGEL 2010-05-14
001 2009-01-01 MATTITUCK-LAUREL LIBRARY
001 2009-01-01 JOSEPH C. GIAQUINTO
001 2009-01-01 KAY ZEGEL
001 2009-01-01 KAY ZEGEL
001 2009-01-01 KAY ZEGEL KAY ZEGEL 2010-05-17
001 2009-01-01 KAY ZEGEL KAY ZEGEL 2010-05-18
001 2009-01-01 KAY ZEGEL KAY ZEGEL 2010-05-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SHAUNA SCHOLL	2023-07-05	SHAUNA SCHOLL	2023-07-05
001	2021-01-01	SHAUNA SCHOLL	2022-07-28	SHAUNA SCHOLL	2022-07-28
001	2020-01-01	JEFF WALDEN	2021-07-28	JEFF WALDEN	2021-07-28
001	2019-01-01	JEFF WALDEN	2020-07-24	JEFF WALDEN	2020-07-24
001	2018-01-01	JEFF WALDEN	2019-07-30
001	2017-01-01	JEFFREY M WALDEN		JEFFREY M WALDEN	2018-05-06
001	2016-01-01	JEFFREY M WALDEN		JEFFREY M WALDEN	2017-05-09
001	2015-01-01	JEFF WALDEN		JEFF WALDEN	2016-05-02
001	2014-01-01	KAY ZEGEL		KAY ZEGEL	2015-05-01
001	2013-01-01	KAY ZEGEL		KAY ZEGEL	2015-04-13
001	2012-01-01	KAY ZEGEL		KAY ZEGEL	2013-05-08
001	2011-01-01	KAY ZEGEL		KAY ZEGEL	2012-05-03
001	2010-01-01	KAY ZEGEL		KAY ZEGEL	2011-04-23
001	2009-01-01	KAY ZEGEL		KAY ZEGEL	2010-05-14
001	2009-01-01	KAY ZEGEL		KAY ZEGEL	2010-05-14
001	2009-01-01	MATTITUCK-LAUREL LIBRARY
001	2009-01-01	JOSEPH C. GIAQUINTO
001	2009-01-01	KAY ZEGEL
001	2009-01-01	KAY ZEGEL
001	2009-01-01	KAY ZEGEL		KAY ZEGEL	2010-05-17
001	2009-01-01	KAY ZEGEL		KAY ZEGEL	2010-05-18
001	2009-01-01	KAY ZEGEL		KAY ZEGEL	2010-05-18

Plan Statistics for TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND

401k plan membership statisitcs for TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND

Measure Date Value
2017: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2017 401k membership
Total participants, beginning-of-year 2017-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 23
Number of retired or separated participants receiving benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 24
Total participants 2017-01-01 24
Number of participants with account balances 2017-01-01 24
2016: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 22
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 23
Total participants 2016-01-01 23
Number of participants with account balances 2016-01-01 23
2015: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
2013: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Total participants 2012-01-01 0
2011: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Total participants 2011-01-01 0
2010: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2010 401k membership
Total participants, beginning-of-year 2010-01-01 0
Total of all active and inactive participants 2010-01-01 0
Total participants 2010-01-01 0
2009: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total of all active and inactive participants 2009-01-01 0
Total participants 2009-01-01 0

Measure	Date	Value
2017: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	23
Number of retired or separated participants receiving benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	24
Total participants	2017-01-01	24
Number of participants with account balances	2017-01-01	24
2016: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	22
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	23
Total participants	2016-01-01	23
Number of participants with account balances	2016-01-01	23
2015: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
2013: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Total participants	2012-01-01	0
2011: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Total participants	2011-01-01	0
2010: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2010 401k membership
Total participants, beginning-of-year	2010-01-01	0
Total of all active and inactive participants	2010-01-01	0
Total participants	2010-01-01	0
2009: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total of all active and inactive participants	2009-01-01	0
Total participants	2009-01-01	0

Form 5500 Responses for TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND

2017: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: TEACHERS INSURANCE ANNUITY ASSOC. COLLEGE & RETIREMENT EQUITY FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	MATTITUCK-LAUREL LIBRARY
Employer identification number (EIN):	111677136
NAIC Classification:	611000