401k Plan data: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL plan

TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 401k Plan overview

Plan Name	TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL
Plan identification number	001

TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

HARBOR COUNTRY DAY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: HARBOR COUNTRY DAY SCHOOL

Employer identification number (EIN): 111864959

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DIANE ABRAMS 2024-04-04
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 DIANE ABRAMS DIANE ABRAMS 2019-06-05
001 2017-01-01 DIANE ABRAMS
001 2016-01-01 DIANE ABRAMS
001 2015-01-01 DIANE ABRAMS
001 2014-01-01 DIANE ABRAMS
001 2013-01-01
001 2012-01-01 JAMES J. YOUNG III JAMES J. YOUNG III 2013-07-12
001 2011-01-01 JAMES J. YOUNG III JAMES J. YOUNG III 2012-07-30
001 2009-01-01 CHRISTOPHER PRYOR CHRISTOPHER PRYOR 2010-10-15
001 2009-01-01 CHRISTOPHER PRYOR CHRISTOPHER PRYOR 2010-10-18
001 2009-01-01 CHRISTOPHER PRYOR CHRISTOPHER PRYOR 2010-10-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DIANE ABRAMS	2024-04-04
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	DIANE ABRAMS		DIANE ABRAMS	2019-06-05
001	2017-01-01	DIANE ABRAMS
001	2016-01-01	DIANE ABRAMS
001	2015-01-01	DIANE ABRAMS
001	2014-01-01	DIANE ABRAMS
001	2013-01-01
001	2012-01-01	JAMES J. YOUNG III		JAMES J. YOUNG III	2013-07-12
001	2011-01-01	JAMES J. YOUNG III		JAMES J. YOUNG III	2012-07-30
001	2009-01-01	CHRISTOPHER PRYOR		CHRISTOPHER PRYOR	2010-10-15
001	2009-01-01	CHRISTOPHER PRYOR		CHRISTOPHER PRYOR	2010-10-18
001	2009-01-01	CHRISTOPHER PRYOR		CHRISTOPHER PRYOR	2010-10-19

Plan Statistics for TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL

401k plan membership statisitcs for TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL

Measure Date Value
2023: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2023 401k membership
Total participants, beginning-of-year 2023-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 38
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 14
Total of all active and inactive participants 2023-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 52
Number of participants with account balances 2023-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2022 401k membership
Total participants, beginning-of-year 2022-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 41
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 17
Total of all active and inactive participants 2022-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 58
Number of participants with account balances 2022-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2021 401k membership
Total participants, beginning-of-year 2021-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 40
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 58
Number of participants with account balances 2021-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2020 401k membership
Total participants, beginning-of-year 2020-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 42
Number of other retired or separated participants entitled to future benefits 2020-01-01 18
Total of all active and inactive participants 2020-01-01 60
Total participants 2020-01-01 60
Number of participants with account balances 2020-01-01 59
2019: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2019 401k membership
Total participants, beginning-of-year 2019-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 39
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 58
Number of participants with account balances 2019-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2018 401k membership
Total participants, beginning-of-year 2018-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 39
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 19
Total of all active and inactive participants 2018-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 58
Number of participants with account balances 2018-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2017 401k membership
Total participants, beginning-of-year 2017-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 37
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 57
Number of participants with account balances 2017-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2016 401k membership
Total participants, beginning-of-year 2016-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 37
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 19
Total of all active and inactive participants 2016-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 56
Number of participants with account balances 2016-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2015 401k membership
Total participants, beginning-of-year 2015-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 40
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 19
Total of all active and inactive participants 2015-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 59
Number of participants with account balances 2015-01-01 58
2014: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2014 401k membership
Total participants, beginning-of-year 2014-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 42
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 17
Total of all active and inactive participants 2014-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 59
Number of participants with account balances 2014-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2013 401k membership
Total participants, beginning-of-year 2013-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 46
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 15
Total of all active and inactive participants 2013-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 61
Number of participants with account balances 2013-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2012 401k membership
Total participants, beginning-of-year 2012-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 56
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 65
Number of participants with account balances 2012-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2011 401k membership
Total participants, beginning-of-year 2011-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 58
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 67
Number of participants with account balances 2011-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2009 401k membership
Total participants, beginning-of-year 2009-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 56
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 61
Total participants 2009-01-01 61
Number of participants with account balances 2009-01-01 56

Measure	Date	Value
2023: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2023 401k membership
Total participants, beginning-of-year	2023-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	38
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	14
Total of all active and inactive participants	2023-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	52
Number of participants with account balances	2023-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2022 401k membership
Total participants, beginning-of-year	2022-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	41
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	17
Total of all active and inactive participants	2022-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	58
Number of participants with account balances	2022-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2021 401k membership
Total participants, beginning-of-year	2021-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	40
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	58
Number of participants with account balances	2021-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2020 401k membership
Total participants, beginning-of-year	2020-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	42
Number of other retired or separated participants entitled to future benefits	2020-01-01	18
Total of all active and inactive participants	2020-01-01	60
Total participants	2020-01-01	60
Number of participants with account balances	2020-01-01	59
2019: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2019 401k membership
Total participants, beginning-of-year	2019-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	39
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	58
Number of participants with account balances	2019-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2018 401k membership
Total participants, beginning-of-year	2018-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	39
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	19
Total of all active and inactive participants	2018-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	58
Number of participants with account balances	2018-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2017 401k membership
Total participants, beginning-of-year	2017-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	37
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	57
Number of participants with account balances	2017-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2016 401k membership
Total participants, beginning-of-year	2016-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	37
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	19
Total of all active and inactive participants	2016-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	56
Number of participants with account balances	2016-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2015 401k membership
Total participants, beginning-of-year	2015-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	40
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	19
Total of all active and inactive participants	2015-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	59
Number of participants with account balances	2015-01-01	58
2014: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2014 401k membership
Total participants, beginning-of-year	2014-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	42
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	17
Total of all active and inactive participants	2014-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	59
Number of participants with account balances	2014-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2013 401k membership
Total participants, beginning-of-year	2013-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	46
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	15
Total of all active and inactive participants	2013-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	61
Number of participants with account balances	2013-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2012 401k membership
Total participants, beginning-of-year	2012-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	56
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	65
Number of participants with account balances	2012-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2011 401k membership
Total participants, beginning-of-year	2011-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	58
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	67
Number of participants with account balances	2011-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2009 401k membership
Total participants, beginning-of-year	2009-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	56
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	61
Total participants	2009-01-01	61
Number of participants with account balances	2009-01-01	56

Financial Data on TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL

Measure	Date	Value
2023 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2023 401k financial data
Total income from all sources	2023-12-31	$541,571
Expenses. Total of all expenses incurred	2023-12-31	$191,163
Benefits paid (including direct rollovers)	2023-12-31	$191,163
Total plan assets at end of year	2023-12-31	$3,490,172
Total plan assets at beginning of year	2023-12-31	$3,139,764
Value of fidelity bond covering the plan	2023-12-31	$350,000
Total contributions received or receivable from participants	2023-12-31	$47,227
Contributions received from other sources (not participants or employers)	2023-12-31	$32,249
Other income received	2023-12-31	$438,481
Net income (gross income less expenses)	2023-12-31	$350,408
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,490,172
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,139,764
Total contributions received or receivable from employer(s)	2023-12-31	$23,614
2022 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-255,394
Expenses. Total of all expenses incurred	2022-12-31	$160,987
Benefits paid (including direct rollovers)	2022-12-31	$160,987
Total plan assets at end of year	2022-12-31	$3,139,764
Total plan assets at beginning of year	2022-12-31	$3,556,145
Value of fidelity bond covering the plan	2022-12-31	$350,000
Total contributions received or receivable from participants	2022-12-31	$48,500
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$31,900
Other income received	2022-12-31	$-359,940
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-416,381
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,139,764
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,556,145
Total contributions received or receivable from employer(s)	2022-12-31	$24,146
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2021 401k financial data
Total income from all sources	2021-12-31	$454,192
Expenses. Total of all expenses incurred	2021-12-31	$145,704
Benefits paid (including direct rollovers)	2021-12-31	$145,704
Total plan assets at end of year	2021-12-31	$3,556,144
Total plan assets at beginning of year	2021-12-31	$3,247,656
Value of fidelity bond covering the plan	2021-12-31	$350,000
Total contributions received or receivable from participants	2021-12-31	$47,391
Contributions received from other sources (not participants or employers)	2021-12-31	$31,221
Other income received	2021-12-31	$352,659
Net income (gross income less expenses)	2021-12-31	$308,488
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,556,144
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,247,656
Total contributions received or receivable from employer(s)	2021-12-31	$22,921
2020 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2020 401k financial data
Total income from all sources	2020-12-31	$419,666
Expenses. Total of all expenses incurred	2020-12-31	$138,242
Benefits paid (including direct rollovers)	2020-12-31	$138,242
Total plan assets at end of year	2020-12-31	$3,247,656
Total plan assets at beginning of year	2020-12-31	$2,966,232
Value of fidelity bond covering the plan	2020-12-31	$350,000
Total contributions received or receivable from participants	2020-12-31	$41,779
Contributions received from other sources (not participants or employers)	2020-12-31	$34,059
Other income received	2020-12-31	$323,299
Net income (gross income less expenses)	2020-12-31	$281,424
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,247,656
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,966,232
Total contributions received or receivable from employer(s)	2020-12-31	$20,529
2019 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$533,265
Expenses. Total of all expenses incurred	2019-12-31	$587,180
Benefits paid (including direct rollovers)	2019-12-31	$587,180
Total plan assets at end of year	2019-12-31	$2,966,232
Total plan assets at beginning of year	2019-12-31	$3,020,147
Value of fidelity bond covering the plan	2019-12-31	$350,000
Total contributions received or receivable from participants	2019-12-31	$44,540
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$68,878
Other income received	2019-12-31	$397,952
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-53,915
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,966,232
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,020,147
Total contributions received or receivable from employer(s)	2019-12-31	$21,895
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$274,150
Expenses. Total of all expenses incurred	2018-12-31	$152,714
Benefits paid (including direct rollovers)	2018-12-31	$152,714
Total plan assets at end of year	2018-12-31	$3,020,147
Total plan assets at beginning of year	2018-12-31	$2,898,711
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$33,977
Contributions received from other sources (not participants or employers)	2018-12-31	$324,990
Other income received	2018-12-31	$-101,014
Net income (gross income less expenses)	2018-12-31	$121,436
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,020,147
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,898,711
Total contributions received or receivable from employer(s)	2018-12-31	$16,197
2017 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2017 401k financial data
Total income from all sources	2017-12-31	$414,985
Expenses. Total of all expenses incurred	2017-12-31	$223,933
Benefits paid (including direct rollovers)	2017-12-31	$223,933
Total plan assets at end of year	2017-12-31	$2,898,711
Total plan assets at beginning of year	2017-12-31	$2,707,659
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$36,572
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$361,500
Net income (gross income less expenses)	2017-12-31	$191,052
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,898,711
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,707,659
Total contributions received or receivable from employer(s)	2017-12-31	$16,913
2016 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2016 401k financial data
Total income from all sources	2016-12-31	$209,779
Expenses. Total of all expenses incurred	2016-12-31	$222,267
Benefits paid (including direct rollovers)	2016-12-31	$222,267
Total plan assets at end of year	2016-12-31	$2,707,658
Total plan assets at beginning of year	2016-12-31	$2,720,146
Total contributions received or receivable from participants	2016-12-31	$31,911
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$162,404
Net income (gross income less expenses)	2016-12-31	$-12,488
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,707,658
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,720,146
Total contributions received or receivable from employer(s)	2016-12-31	$15,464
2015 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2015 401k financial data
Total income from all sources	2015-12-31	$79,622
Expenses. Total of all expenses incurred	2015-12-31	$84,703
Benefits paid (including direct rollovers)	2015-12-31	$84,703
Total plan assets at end of year	2015-12-31	$2,720,146
Total plan assets at beginning of year	2015-12-31	$2,725,227
Total contributions received or receivable from participants	2015-12-31	$34,489
Other income received	2015-12-31	$27,892
Net income (gross income less expenses)	2015-12-31	$-5,081
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,720,146
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,725,227
Total contributions received or receivable from employer(s)	2015-12-31	$17,241
2014 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2014 401k financial data
Total income from all sources	2014-12-31	$201,959
Expenses. Total of all expenses incurred	2014-12-31	$118,211
Benefits paid (including direct rollovers)	2014-12-31	$118,211
Total plan assets at end of year	2014-12-31	$2,725,227
Total plan assets at beginning of year	2014-12-31	$2,641,479
Total contributions received or receivable from participants	2014-12-31	$36,301
Other income received	2014-12-31	$147,507
Net income (gross income less expenses)	2014-12-31	$83,748
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,725,227
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,641,479
Total contributions received or receivable from employer(s)	2014-12-31	$18,151
2013 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2013 401k financial data
Total income from all sources	2013-12-31	$372,206
Expenses. Total of all expenses incurred	2013-12-31	$98,720
Benefits paid (including direct rollovers)	2013-12-31	$98,720
Total plan assets at end of year	2013-12-31	$2,641,479
Total plan assets at beginning of year	2013-12-31	$2,367,993
Total contributions received or receivable from participants	2013-12-31	$32,742
Other income received	2013-12-31	$323,093
Net income (gross income less expenses)	2013-12-31	$273,486
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,641,479
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,367,993
Total contributions received or receivable from employer(s)	2013-12-31	$16,371
2012 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2012 401k financial data
Total income from all sources	2012-12-31	$267,222
Expenses. Total of all expenses incurred	2012-12-31	$209,121
Benefits paid (including direct rollovers)	2012-12-31	$209,121
Total plan assets at end of year	2012-12-31	$2,367,993
Total plan assets at beginning of year	2012-12-31	$2,309,892
Total contributions received or receivable from participants	2012-12-31	$28,955
Other income received	2012-12-31	$223,789
Net income (gross income less expenses)	2012-12-31	$58,101
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,367,993
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,309,892
Total contributions received or receivable from employer(s)	2012-12-31	$14,478
2011 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2011 401k financial data
Total income from all sources	2011-12-31	$72,867
Expenses. Total of all expenses incurred	2011-12-31	$117,837
Benefits paid (including direct rollovers)	2011-12-31	$117,837
Total plan assets at end of year	2011-12-31	$2,309,892
Total plan assets at beginning of year	2011-12-31	$2,354,862
Total contributions received or receivable from participants	2011-12-31	$35,000
Other income received	2011-12-31	$20,367
Net income (gross income less expenses)	2011-12-31	$-44,970
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,309,892
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,354,862
Total contributions received or receivable from employer(s)	2011-12-31	$17,500
2010 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2010 401k financial data
Total income from all sources	2010-12-31	$272,964
Expenses. Total of all expenses incurred	2010-12-31	$27,587
Benefits paid (including direct rollovers)	2010-12-31	$27,587
Total plan assets at end of year	2010-12-31	$2,354,862
Total plan assets at beginning of year	2010-12-31	$2,109,485
Total contributions received or receivable from participants	2010-12-31	$41,893
Other income received	2010-12-31	$193,752
Net income (gross income less expenses)	2010-12-31	$245,377
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,354,862
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,109,485
Total contributions received or receivable from employer(s)	2010-12-31	$37,319

Form 5500 Responses for TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL

2023: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2022: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR HARBOR COUNTRY DAY SCHOOL 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357425

Policy instance

Insurance contract or identification number	357425
Number of Individuals Covered	51
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357425

Policy instance

Insurance contract or identification number	357425
Number of Individuals Covered	56
Insurance policy start date	2022-01-01
Insurance policy end date	2022-01-01
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

357425

Policy instance

Insurance contract or identification number	357425
Number of Individuals Covered	57
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

357425

Policy instance

Insurance contract or identification number	357425
Number of Individuals Covered	59
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

357425

Policy instance

Insurance contract or identification number	357425
Number of Individuals Covered	57
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

357425

Policy instance

Insurance contract or identification number	357425
Number of Individuals Covered	57
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

357425

Policy instance

Insurance contract or identification number	357425
Number of Individuals Covered	57
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	HARBOR COUNTRY DAY SCHOOL
Employer identification number (EIN):	111864959
NAIC Classification:	611000