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TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 401k Plan overview

Plan NameTAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS)
Plan identification number 003

TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

THE CONFERENCE BOARD, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CONFERENCE BOARD, INC.
Employer identification number (EIN):131624108
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about THE CONFERENCE BOARD, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1924-12-23
Company Identification Number: 19560
Legal Registered Office Address: 845 THIRD AVENUE
New York
NEW YORK
United States of America (USA)
100226601

More information about THE CONFERENCE BOARD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01SUSAN FAHEY2023-04-28 JAMES SLAMP2023-04-28
0032020-07-01SUSAN FAHEY2022-04-15 JAMES SLAMP2022-04-15
0032019-07-01SUSAN FAHEY2021-04-14
0032018-07-01DOREEN MASSARONI2020-04-14 JAMES H. SLAMP2020-04-15
0032017-07-01DOREEN MASSARONI2019-04-12 JAMES H. SLAMP2019-04-12
0032016-07-01
0032015-07-01
0032014-07-01
0032013-07-01DOREEN MASSARONI JAMES H. SLAMP2015-04-15
0032012-07-01FILED WITH AUTHORIZED SIGNATURE
0032011-07-01CARMELLI MARIFOSQUE
0032009-07-01DOREEN MASSARONI

Plan Statistics for TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS)

401k plan membership statisitcs for TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS)

Measure Date Value
2021: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2021 401k membership
Total participants, beginning-of-year2021-07-01476
Total number of active participants reported on line 7a of the Form 55002021-07-01192
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01289
Total of all active and inactive participants2021-07-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0111
Total participants2021-07-01492
Number of participants with account balances2021-07-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2020 401k membership
Total participants, beginning-of-year2020-07-01470
Total number of active participants reported on line 7a of the Form 55002020-07-01209
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01264
Total of all active and inactive participants2020-07-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-013
Total participants2020-07-01476
Number of participants with account balances2020-07-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2019 401k membership
Total participants, beginning-of-year2019-07-01452
Total number of active participants reported on line 7a of the Form 55002019-07-01205
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01262
Total of all active and inactive participants2019-07-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-01470
Number of participants with account balances2019-07-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2018 401k membership
Total participants, beginning-of-year2018-07-01441
Total number of active participants reported on line 7a of the Form 55002018-07-01210
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01240
Total of all active and inactive participants2018-07-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01452
Number of participants with account balances2018-07-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2017 401k membership
Total participants, beginning-of-year2017-07-01438
Total number of active participants reported on line 7a of the Form 55002017-07-01215
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01224
Total of all active and inactive participants2017-07-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01441
Number of participants with account balances2017-07-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2016 401k membership
Total participants, beginning-of-year2016-07-01309
Total number of active participants reported on line 7a of the Form 55002016-07-01220
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01215
Total of all active and inactive participants2016-07-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01438
Number of participants with account balances2016-07-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2015 401k membership
Total participants, beginning-of-year2015-07-01434
Total number of active participants reported on line 7a of the Form 55002015-07-01193
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01114
Total of all active and inactive participants2015-07-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01309
Number of participants with account balances2015-07-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2014 401k membership
Total participants, beginning-of-year2014-07-01442
Total number of active participants reported on line 7a of the Form 55002014-07-01324
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-01109
Total of all active and inactive participants2014-07-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01434
Number of participants with account balances2014-07-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2013 401k membership
Total participants, beginning-of-year2013-07-01429
Total number of active participants reported on line 7a of the Form 55002013-07-01318
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01111
Total of all active and inactive participants2013-07-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01429
Number of participants with account balances2013-07-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2012 401k membership
Total participants, beginning-of-year2012-07-01413
Total number of active participants reported on line 7a of the Form 55002012-07-01334
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0195
Total of all active and inactive participants2012-07-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01429
Number of participants with account balances2012-07-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2011 401k membership
Total participants, beginning-of-year2011-07-01431
Total number of active participants reported on line 7a of the Form 55002011-07-01303
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01109
Total of all active and inactive participants2011-07-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01413
Number of participants with account balances2011-07-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0115
2009: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2009 401k membership
Total participants, beginning-of-year2009-07-01427
Total number of active participants reported on line 7a of the Form 55002009-07-01320
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-01110
Total of all active and inactive participants2009-07-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01433
Number of participants with account balances2009-07-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS)

Measure Date Value
2022 : TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,599,942
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$5,243,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$5,215,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$5,706,954
Value of total assets at end of year2022-06-30$55,051,135
Value of total assets at beginning of year2022-06-30$61,894,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$28,579
Total interest from all sources2022-06-30$68,954
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$2,476,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$2,476,786
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$10,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$2,215,825
Participant contributions at end of year2022-06-30$214,912
Participant contributions at beginning of year2022-06-30$213,389
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$3,491,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-6,843,693
Value of net assets at end of year (total assets less liabilities)2022-06-30$55,051,135
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$61,894,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$43,035,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$50,542,586
Value of interest in pooled separate accounts at end of year2022-06-30$1,068,025
Value of interest in pooled separate accounts at beginning of year2022-06-30$896,257
Interest on participant loans2022-06-30$11,223
Interest earned on other investments2022-06-30$57,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$10,732,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$10,242,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-10,056,387
Net investment gain/loss from pooled separate accounts2022-06-30$203,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$5,215,172
Contract administrator fees2022-06-30$28,579
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CROWE LLP
Accountancy firm EIN2022-06-30350921680
2021 : TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$15,236,518
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,737,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,700,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,471,014
Value of total assets at end of year2021-06-30$61,894,828
Value of total assets at beginning of year2021-06-30$49,396,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$37,581
Total interest from all sources2021-06-30$77,993
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,552,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,552,259
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$10,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,961,636
Participant contributions at end of year2021-06-30$213,389
Participant contributions at beginning of year2021-06-30$295,934
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$509,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$12,498,788
Value of net assets at end of year (total assets less liabilities)2021-06-30$61,894,828
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$49,396,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$50,542,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$38,122,261
Value of interest in pooled separate accounts at end of year2021-06-30$896,257
Value of interest in pooled separate accounts at beginning of year2021-06-30$863,075
Interest on participant loans2021-06-30$13,428
Interest earned on other investments2021-06-30$64,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$10,242,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$10,114,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$11,135,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,700,149
Contract administrator fees2021-06-30$37,581
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30KPMG LLP
Accountancy firm EIN2021-06-30135565207
2020 : TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$3,749,036
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$3,265,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,235,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,123,305
Value of total assets at end of year2020-06-30$49,396,040
Value of total assets at beginning of year2020-06-30$48,912,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$29,980
Total interest from all sources2020-06-30$89,700
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,310,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,310,895
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$10,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,915,225
Participant contributions at end of year2020-06-30$295,934
Participant contributions at beginning of year2020-06-30$269,954
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$208,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$483,495
Value of net assets at end of year (total assets less liabilities)2020-06-30$49,396,040
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$48,912,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$38,122,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$38,876,725
Value of interest in pooled separate accounts at end of year2020-06-30$863,075
Value of interest in pooled separate accounts at beginning of year2020-06-30$768,758
Interest on participant loans2020-06-30$15,359
Interest earned on other investments2020-06-30$74,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$10,114,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$8,997,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$225,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,235,561
Contract administrator fees2020-06-30$29,980
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30KPMG LLP
Accountancy firm EIN2020-06-30135565207
2019 : TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$4,650,937
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$3,918,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$3,876,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,078,659
Value of total assets at end of year2019-06-30$48,912,545
Value of total assets at beginning of year2019-06-30$48,179,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$41,789
Total interest from all sources2019-06-30$101,886
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,497,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$1,497,863
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$10,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$2,041,482
Participant contributions at end of year2019-06-30$269,954
Participant contributions at beginning of year2019-06-30$200,094
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$37,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$732,741
Value of net assets at end of year (total assets less liabilities)2019-06-30$48,912,545
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$48,179,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$38,876,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$38,587,887
Value of interest in pooled separate accounts at end of year2019-06-30$768,758
Value of interest in pooled separate accounts at beginning of year2019-06-30$635,307
Interest on participant loans2019-06-30$13,712
Interest earned on other investments2019-06-30$88,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$8,997,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$8,756,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$972,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$3,876,407
Contract administrator fees2019-06-30$41,789
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30KPMG LLP
Accountancy firm EIN2019-06-30135565207
2018 : TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$6,166,331
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$2,054,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,003,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,105,966
Value of total assets at end of year2018-06-30$48,179,804
Value of total assets at beginning of year2018-06-30$44,068,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$51,101
Total interest from all sources2018-06-30$340,116
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,442,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,442,550
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$10,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$2,012,255
Participant contributions at end of year2018-06-30$200,094
Participant contributions at beginning of year2018-06-30$105,832
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$93,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,111,682
Value of net assets at end of year (total assets less liabilities)2018-06-30$48,179,804
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$44,068,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$38,587,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$34,938,651
Value of interest in pooled separate accounts at end of year2018-06-30$635,307
Value of interest in pooled separate accounts at beginning of year2018-06-30$625,634
Interest on participant loans2018-06-30$8,144
Interest earned on other investments2018-06-30$331,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$8,756,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$8,398,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$2,277,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,003,548
Contract administrator fees2018-06-30$51,101
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30KPMG LLP
Accountancy firm EIN2018-06-30135565207
2017 : TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$15,633,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$6,683,655
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$2,338,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,295,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,004,729
Value of total assets at end of year2017-06-30$44,068,122
Value of total assets at beginning of year2017-06-30$24,089,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$42,650
Total interest from all sources2017-06-30$176,881
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$765,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$765,513
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$10,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,964,271
Participant contributions at end of year2017-06-30$105,832
Participant contributions at beginning of year2017-06-30$146,436
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$40,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$4,345,256
Value of net assets at end of year (total assets less liabilities)2017-06-30$44,068,122
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$24,089,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$34,938,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$23,595,204
Value of interest in pooled separate accounts at end of year2017-06-30$625,634
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Interest on participant loans2017-06-30$6,135
Interest earned on other investments2017-06-30$170,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$8,398,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$347,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$3,736,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,295,749
Contract administrator fees2017-06-30$42,650
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30KPMG LLP
Accountancy firm EIN2017-06-30135565207
2016 : TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$2,016,443
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,824,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,799,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,538,881
Value of total assets at end of year2016-06-30$24,089,208
Value of total assets at beginning of year2016-06-30$23,897,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$24,466
Total interest from all sources2016-06-30$12,012
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$968,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$968,704
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$10,000,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,756,545
Participant contributions at end of year2016-06-30$146,436
Participant contributions at beginning of year2016-06-30$203,971
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$54,280
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$782,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$191,994
Value of net assets at end of year (total assets less liabilities)2016-06-30$24,089,208
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$23,897,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$23,595,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$23,638,963
Interest on participant loans2016-06-30$7,609
Interest earned on other investments2016-06-30$4,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$347,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,503,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,799,983
Contract administrator fees2016-06-30$24,466
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30KPMG LLP
Accountancy firm EIN2016-06-30135565207
2015 : TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,266,329
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,991,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,991,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,265,602
Value of total assets at end of year2015-06-30$23,897,214
Value of total assets at beginning of year2015-06-30$23,622,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$11,666
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$2,100,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$2,100,557
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$10,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,265,602
Participant contributions at end of year2015-06-30$203,971
Participant contributions at beginning of year2015-06-30$355,449
Participant contributions at end of year2015-06-30$54,280
Participant contributions at beginning of year2015-06-30$59,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$274,750
Value of net assets at end of year (total assets less liabilities)2015-06-30$23,897,214
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$23,622,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$23,638,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$23,207,655
Interest on participant loans2015-06-30$11,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-1,111,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,991,579
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30KPMG LLP
Accountancy firm EIN2015-06-30135565207
2014 : TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$5,050,613
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$893,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$893,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,367,326
Value of total assets at end of year2014-06-30$23,622,464
Value of total assets at beginning of year2014-06-30$19,465,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$77
Total interest from all sources2014-06-30$12,223
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$825,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$825,249
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$10,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,367,326
Participant contributions at end of year2014-06-30$355,449
Participant contributions at beginning of year2014-06-30$273,997
Participant contributions at end of year2014-06-30$59,360
Participant contributions at beginning of year2014-06-30$55,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$4,156,901
Value of net assets at end of year (total assets less liabilities)2014-06-30$23,622,464
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$19,465,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$77
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$23,207,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$19,136,205
Interest on participant loans2014-06-30$12,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,845,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$893,635
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KPMG LLP
Accountancy firm EIN2014-06-30135565207
2013 : TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$3,361,657
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,725,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,725,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,329,548
Value of total assets at end of year2013-06-30$19,465,563
Value of total assets at beginning of year2013-06-30$17,829,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$75
Total interest from all sources2013-06-30$11,790
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$481,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$481,113
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,329,548
Participant contributions at end of year2013-06-30$273,997
Participant contributions at beginning of year2013-06-30$235,079
Participant contributions at end of year2013-06-30$55,361
Participant contributions at beginning of year2013-06-30$54,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,636,327
Value of net assets at end of year (total assets less liabilities)2013-06-30$19,465,563
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$17,829,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$75
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$19,136,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$17,540,028
Interest on participant loans2013-06-30$11,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,539,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,725,255
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KPMG LLP
Accountancy firm EIN2013-06-30135565207
2012 : TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$715,738
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,527,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,527,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,248,385
Value of total assets at end of year2012-06-30$17,829,236
Value of total assets at beginning of year2012-06-30$18,640,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$75
Total interest from all sources2012-06-30$12,432
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$428,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$428,593
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,248,385
Participant contributions at end of year2012-06-30$235,079
Participant contributions at beginning of year2012-06-30$277,517
Participant contributions at end of year2012-06-30$54,129
Participant contributions at beginning of year2012-06-30$52,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-811,454
Value of net assets at end of year (total assets less liabilities)2012-06-30$17,829,236
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$18,640,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$17,540,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$18,310,360
Interest on participant loans2012-06-30$12,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-973,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,527,117
Contract administrator fees2012-06-30$75
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30KPMG LLP
Accountancy firm EIN2012-06-30135565207
2011 : TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$4,707,119
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$2,855,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,855,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,295,027
Value of total assets at end of year2011-06-30$18,640,690
Value of total assets at beginning of year2011-06-30$16,788,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$272
Total interest from all sources2011-06-30$15,317
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$384,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$384,564
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,295,027
Participant contributions at end of year2011-06-30$277,517
Participant contributions at beginning of year2011-06-30$328,117
Participant contributions at end of year2011-06-30$52,813
Participant contributions at beginning of year2011-06-30$51,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,851,752
Value of net assets at end of year (total assets less liabilities)2011-06-30$18,640,690
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$16,788,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$272
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$18,310,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$16,409,379
Interest on participant loans2011-06-30$15,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$3,012,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,855,095
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KPMG LLP
Accountancy firm EIN2011-06-30135565207
2010 : TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS)

2021: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406562
Policy instance 1
Insurance contract or identification number406562
Number of Individuals Covered130
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406562
Policy instance 1
Insurance contract or identification number406562
Number of Individuals Covered131
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406562
Policy instance 1
Insurance contract or identification number406562
Number of Individuals Covered138
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406562
Policy instance 1
Insurance contract or identification number406562
Number of Individuals Covered133
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406562
Policy instance 1
Insurance contract or identification number406562
Number of Individuals Covered134
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406562
Policy instance 1
Insurance contract or identification number406562
Number of Individuals Covered32
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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