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SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 401k Plan overview

Plan NameSOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA
Plan identification number 002

SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

SOLOMON SCHECHTER DAY SCHOOL OF NASSAU COUNTY has sponsored the creation of one or more 401k plans.

Company Name:SOLOMON SCHECHTER DAY SCHOOL OF NASSAU COUNTY
Employer identification number (EIN):112149235
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAVID OSTROVE
0022016-01-01DAVID OSTROVE DAVID OSTROVE2017-10-12
0022015-01-01DAVID OSTROVE DAVID OSTROVE2016-10-14
0022014-01-01DAVID OSTROVE
0022013-01-01DAVID OSTROVE
0022012-01-01DAVID OSTROVE DAVID OSTROVE2013-10-15
0022011-01-01DAVID OSTROVE
0022009-01-01LISA WALSH

Plan Statistics for SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA

401k plan membership statisitcs for SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA

Measure Date Value
2020: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2020 401k membership
Total participants, beginning-of-year2020-01-0155
Total number of active participants reported on line 7a of the Form 55002020-01-0154
Total of all active and inactive participants2020-01-0154
Total participants2020-01-0154
Number of participants with account balances2020-01-0154
2019: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2019 401k membership
Total participants, beginning-of-year2019-01-0156
Total number of active participants reported on line 7a of the Form 55002019-01-0155
Total of all active and inactive participants2019-01-0155
Total participants2019-01-0155
Number of participants with account balances2019-01-0155
2018: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2018 401k membership
Total participants, beginning-of-year2018-01-0155
Total number of active participants reported on line 7a of the Form 55002018-01-0156
Total of all active and inactive participants2018-01-0156
Total participants2018-01-0156
2017: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2017 401k membership
Total participants, beginning-of-year2017-01-0152
Total number of active participants reported on line 7a of the Form 55002017-01-0155
Total of all active and inactive participants2017-01-0155
Total participants2017-01-0155
2016: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2016 401k membership
Total participants, beginning-of-year2016-01-0152
Total number of active participants reported on line 7a of the Form 55002016-01-0152
Total of all active and inactive participants2016-01-0152
Total participants2016-01-0152
2015: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2015 401k membership
Total participants, beginning-of-year2015-01-0146
Total number of active participants reported on line 7a of the Form 55002015-01-0152
Total of all active and inactive participants2015-01-0152
Total participants2015-01-0152
2014: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2014 401k membership
Total participants, beginning-of-year2014-01-0148
Total number of active participants reported on line 7a of the Form 55002014-01-0146
Total of all active and inactive participants2014-01-0146
Total participants2014-01-0146
2013: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2013 401k membership
Total participants, beginning-of-year2013-01-0147
Total number of active participants reported on line 7a of the Form 55002013-01-0148
Total of all active and inactive participants2013-01-0148
Total participants2013-01-0148
2012: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2012 401k membership
Total participants, beginning-of-year2012-01-0141
Total number of active participants reported on line 7a of the Form 55002012-01-0147
Total of all active and inactive participants2012-01-0147
Total participants2012-01-0147
2011: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2011 401k membership
Total participants, beginning-of-year2011-01-0145
Total number of active participants reported on line 7a of the Form 55002011-01-0141
Total of all active and inactive participants2011-01-0141
Total participants2011-01-0141
Number of participants with account balances2011-01-0141
2009: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2009 401k membership
Total participants, beginning-of-year2009-01-0140
Total number of active participants reported on line 7a of the Form 55002009-01-0142
Total of all active and inactive participants2009-01-0142
Total participants2009-01-0142

Financial Data on SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA

Measure Date Value
2020 : SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2020 401k financial data
Total income from all sources2020-12-31$1,018,641
Expenses. Total of all expenses incurred2020-12-31$144,488
Benefits paid (including direct rollovers)2020-12-31$144,488
Total plan assets at end of year2020-12-31$7,675,515
Total plan assets at beginning of year2020-12-31$6,801,362
Total contributions received or receivable from participants2020-12-31$274,998
Other income received2020-12-31$743,643
Net income (gross income less expenses)2020-12-31$874,153
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,675,515
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,801,362
2019 : SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2019 401k financial data
Total income from all sources2019-12-31$1,251,149
Expenses. Total of all expenses incurred2019-12-31$79,240
Benefits paid (including direct rollovers)2019-12-31$79,240
Total plan assets at end of year2019-12-31$6,801,362
Total plan assets at beginning of year2019-12-31$5,629,453
Total contributions received or receivable from participants2019-12-31$391,188
Contributions received from other sources (not participants or employers)2019-12-31$4,930
Other income received2019-12-31$855,031
Net income (gross income less expenses)2019-12-31$1,171,909
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,801,362
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,629,453
2018 : SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2018 401k financial data
Total income from all sources2018-12-31$512,351
Expenses. Total of all expenses incurred2018-12-31$105,311
Benefits paid (including direct rollovers)2018-12-31$105,311
Total plan assets at end of year2018-12-31$5,629,453
Total plan assets at beginning of year2018-12-31$5,222,413
Total contributions received or receivable from participants2018-12-31$645,456
Other income received2018-12-31$-133,105
Net income (gross income less expenses)2018-12-31$407,040
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,629,453
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,222,413
2017 : SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2017 401k financial data
Total income from all sources2017-12-31$1,115,242
Expenses. Total of all expenses incurred2017-12-31$521,369
Benefits paid (including direct rollovers)2017-12-31$521,369
Total plan assets at end of year2017-12-31$5,226,388
Total plan assets at beginning of year2017-12-31$4,632,515
Total contributions received or receivable from participants2017-12-31$477,270
Other income received2017-12-31$637,972
Net income (gross income less expenses)2017-12-31$593,873
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,226,388
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,632,515
2016 : SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2016 401k financial data
Total income from all sources2016-12-31$677,522
Expenses. Total of all expenses incurred2016-12-31$141,399
Benefits paid (including direct rollovers)2016-12-31$141,399
Total plan assets at end of year2016-12-31$4,632,515
Total plan assets at beginning of year2016-12-31$4,096,392
Total contributions received or receivable from participants2016-12-31$426,751
Contributions received from other sources (not participants or employers)2016-12-31$44,625
Other income received2016-12-31$206,146
Net income (gross income less expenses)2016-12-31$536,123
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,632,515
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,096,392
2015 : SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2015 401k financial data
Total income from all sources2015-12-31$411,013
Expenses. Total of all expenses incurred2015-12-31$462,298
Benefits paid (including direct rollovers)2015-12-31$462,298
Total plan assets at end of year2015-12-31$4,096,390
Total plan assets at beginning of year2015-12-31$4,147,675
Total contributions received or receivable from participants2015-12-31$332,386
Contributions received from other sources (not participants or employers)2015-12-31$3,804
Other income received2015-12-31$74,823
Net income (gross income less expenses)2015-12-31$-51,285
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,096,390
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,147,675
2014 : SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2014 401k financial data
Total income from all sources2014-12-31$516,673
Expenses. Total of all expenses incurred2014-12-31$174,414
Benefits paid (including direct rollovers)2014-12-31$174,414
Total plan assets at end of year2014-12-31$4,147,674
Total plan assets at beginning of year2014-12-31$3,805,415
Total contributions received or receivable from participants2014-12-31$275,922
Contributions received from other sources (not participants or employers)2014-12-31$1,406
Other income received2014-12-31$239,345
Net income (gross income less expenses)2014-12-31$342,259
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,147,674
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,805,415
2013 : SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2013 401k financial data
Total income from all sources2013-12-31$736,542
Expenses. Total of all expenses incurred2013-12-31$227,547
Benefits paid (including direct rollovers)2013-12-31$227,547
Total plan assets at end of year2013-12-31$3,805,415
Total plan assets at beginning of year2013-12-31$3,296,420
Total contributions received or receivable from participants2013-12-31$249,413
Contributions received from other sources (not participants or employers)2013-12-31$1,406
Other income received2013-12-31$485,723
Net income (gross income less expenses)2013-12-31$508,995
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,805,415
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,296,420
Total contributions received or receivable from employer(s)2013-12-31$0
2012 : SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2012 401k financial data
Total income from all sources2012-12-31$518,388
Expenses. Total of all expenses incurred2012-12-31$243,746
Benefits paid (including direct rollovers)2012-12-31$243,746
Total plan assets at end of year2012-12-31$3,296,419
Total plan assets at beginning of year2012-12-31$3,021,777
Total contributions received or receivable from participants2012-12-31$235,236
Contributions received from other sources (not participants or employers)2012-12-31$1,400
Other income received2012-12-31$281,752
Net income (gross income less expenses)2012-12-31$274,642
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,296,419
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,021,777
2011 : SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2011 401k financial data
Total income from all sources2011-12-31$337,055
Expenses. Total of all expenses incurred2011-12-31$301,704
Benefits paid (including direct rollovers)2011-12-31$301,704
Total plan assets at end of year2011-12-31$3,021,777
Total plan assets at beginning of year2011-12-31$2,986,427
Total contributions received or receivable from participants2011-12-31$298,769
Contributions received from other sources (not participants or employers)2011-12-31$1,402
Other income received2011-12-31$36,884
Net income (gross income less expenses)2011-12-31$35,351
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,021,777
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,986,427
2010 : SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2010 401k financial data
Total income from all sources2010-12-31$571,592
Expenses. Total of all expenses incurred2010-12-31$10,138
Benefits paid (including direct rollovers)2010-12-31$10,138
Total plan assets at end of year2010-12-31$2,986,427
Total plan assets at beginning of year2010-12-31$2,424,973
Total contributions received or receivable from participants2010-12-31$307,930
Contributions received from other sources (not participants or employers)2010-12-31$1,387
Other income received2010-12-31$262,275
Net income (gross income less expenses)2010-12-31$561,454
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,986,427
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,424,973

Form 5500 Responses for SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA

2020: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 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 - TrustYes
2014: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 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 - TrustYes
2012: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 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 - TrustYes
2011: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SOLOMON SCHECHTER DAY SCHOOL TDA PLAN SRA/GSRA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328463
Policy instance 1
Insurance contract or identification number328463
Number of Individuals Covered54
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328463
Policy instance 1
Insurance contract or identification number328463
Number of Individuals Covered55
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328463
Policy instance 1
Insurance contract or identification number328463
Number of Individuals Covered56
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number328463
Policy instance 1
Insurance contract or identification number328463
Number of Individuals Covered55
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328463
Policy instance 1
Insurance contract or identification number328463
Number of Individuals Covered52
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?Yes
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 number328463
Policy instance 1
Insurance contract or identification number328463
Number of Individuals Covered46
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number328463
Policy instance 1
Insurance contract or identification number328463
Number of Individuals Covered48
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number328463
Policy instance 1
Insurance contract or identification number328463
Number of Individuals Covered47
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number328463
Policy instance 1
Insurance contract or identification number328463
Number of Individuals Covered41
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number328463
Policy instance 1
Insurance contract or identification number328463
Number of Individuals Covered45
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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