401k Plan data: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN plan

AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 401k Plan overview

Plan Name	AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN
Plan identification number	001

AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AMERICAN PHYSICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN PHYSICAL SOCIETY

Employer identification number (EIN): 131656610

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MICHAEL D. STEPHENS MICHAEL D. STEPHENS 2018-09-04
001 2016-01-01 MICHAEL D. STEPHENS MICHAEL D. STEPHENS 2017-08-29
001 2015-01-01 MICHAEL D. STEPHENS MICHAEL D. STEPHENS 2016-09-27
001 2014-01-01 MICHAEL D. STEPHENS MICHAEL D. STEPHENS 2015-09-08
001 2013-01-01 MICHAEL D. STEPHENS MICHAEL D. STEPHENS 2014-07-23
001 2012-01-01 MICHAEL D. STEPHENS MICHAEL D. STEPHENS 2013-08-07
001 2011-01-01 MICHAEL D. STEPHENS MICHAEL D. STEPHENS 2012-09-10
001 2009-01-01 MICHAEL D. STEPHENS MICHAEL D. STEPHENS 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MICHAEL D. STEPHENS	MICHAEL D. STEPHENS	2018-09-04
001	2016-01-01	MICHAEL D. STEPHENS	MICHAEL D. STEPHENS	2017-08-29
001	2015-01-01	MICHAEL D. STEPHENS	MICHAEL D. STEPHENS	2016-09-27
001	2014-01-01	MICHAEL D. STEPHENS	MICHAEL D. STEPHENS	2015-09-08
001	2013-01-01	MICHAEL D. STEPHENS	MICHAEL D. STEPHENS	2014-07-23
001	2012-01-01	MICHAEL D. STEPHENS	MICHAEL D. STEPHENS	2013-08-07
001	2011-01-01	MICHAEL D. STEPHENS	MICHAEL D. STEPHENS	2012-09-10
001	2009-01-01	MICHAEL D. STEPHENS	MICHAEL D. STEPHENS	2010-10-12

Plan Statistics for AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN

Measure Date Value
2022: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 582
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 315
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 296
Total of all active and inactive participants 2022-01-01 611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 9
Total participants 2022-01-01 620
Number of participants with account balances 2022-01-01 607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 570
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 320
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 262
Total of all active and inactive participants 2021-01-01 582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 9
Total participants 2021-01-01 591
Number of participants with account balances 2021-01-01 578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 560
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 301
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 267
Total of all active and inactive participants 2020-01-01 568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 571
Number of participants with account balances 2020-01-01 566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 519
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 291
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 264
Total of all active and inactive participants 2019-01-01 555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 558
Number of participants with account balances 2019-01-01 552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 515
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 275
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 242
Total of all active and inactive participants 2018-01-01 517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 519
Number of participants with account balances 2018-01-01 513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 502
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 282
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 229
Total of all active and inactive participants 2017-01-01 511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 514
Number of participants with account balances 2017-01-01 505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 502
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 279
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 224
Total of all active and inactive participants 2016-01-01 503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 504
Number of participants with account balances 2016-01-01 501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 495
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 279
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 222
Total of all active and inactive participants 2015-01-01 501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 502
Number of participants with account balances 2015-01-01 497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 484
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 358
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 137
Total of all active and inactive participants 2014-01-01 495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 495
Number of participants with account balances 2014-01-01 489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 517
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 382
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 126
Total of all active and inactive participants 2013-01-01 508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 509
Number of participants with account balances 2013-01-01 479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 519
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 454
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 63
Total of all active and inactive participants 2012-01-01 517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 517
Number of participants with account balances 2012-01-01 475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 518
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 461
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 58
Total of all active and inactive participants 2011-01-01 519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 519
Number of participants with account balances 2011-01-01 481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 571
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 490
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 99
Total of all active and inactive participants 2009-01-01 589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 589
Number of participants with account balances 2009-01-01 540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	582
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	315
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	296
Total of all active and inactive participants	2022-01-01	611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	9
Total participants	2022-01-01	620
Number of participants with account balances	2022-01-01	607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	570
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	320
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	262
Total of all active and inactive participants	2021-01-01	582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	9
Total participants	2021-01-01	591
Number of participants with account balances	2021-01-01	578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	560
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	301
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	267
Total of all active and inactive participants	2020-01-01	568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	571
Number of participants with account balances	2020-01-01	566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	519
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	291
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	264
Total of all active and inactive participants	2019-01-01	555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	558
Number of participants with account balances	2019-01-01	552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	515
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	275
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	242
Total of all active and inactive participants	2018-01-01	517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	519
Number of participants with account balances	2018-01-01	513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	502
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	282
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	229
Total of all active and inactive participants	2017-01-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	514
Number of participants with account balances	2017-01-01	505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	502
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	279
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	224
Total of all active and inactive participants	2016-01-01	503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	504
Number of participants with account balances	2016-01-01	501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	495
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	279
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	222
Total of all active and inactive participants	2015-01-01	501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	502
Number of participants with account balances	2015-01-01	497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	484
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	358
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	137
Total of all active and inactive participants	2014-01-01	495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	495
Number of participants with account balances	2014-01-01	489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	517
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	382
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	126
Total of all active and inactive participants	2013-01-01	508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	509
Number of participants with account balances	2013-01-01	479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	519
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	454
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	63
Total of all active and inactive participants	2012-01-01	517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	517
Number of participants with account balances	2012-01-01	475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	518
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	461
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	58
Total of all active and inactive participants	2011-01-01	519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	519
Number of participants with account balances	2011-01-01	481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	571
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	490
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	99
Total of all active and inactive participants	2009-01-01	589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	589
Number of participants with account balances	2009-01-01	540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN

Measure	Date	Value
2022 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-11,866,451
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,557,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,468,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,213,641
Value of total assets at end of year	2022-12-31	$114,025,870
Value of total assets at beginning of year	2022-12-31	$129,450,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$89,361
Total interest from all sources	2022-12-31	$1,163,184
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,121,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,121,572
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,082,767
Participant contributions at end of year	2022-12-31	$260,923
Participant contributions at beginning of year	2022-12-31	$238,146
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$126,264
Other income not declared elsewhere	2022-12-31	$38,851
Administrative expenses (other) incurred	2022-12-31	$39,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-15,424,362
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$114,025,870
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$129,450,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$49,734
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$79,237,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$95,923,741
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,140,756
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,042,549
Interest on participant loans	2022-12-31	$14,613
Interest earned on other investments	2022-12-31	$1,148,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$29,387,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$28,245,796
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$253,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-18,820,313
Net investment gain/loss from pooled separate accounts	2022-12-31	$416,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,004,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,215,042
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$19,969,139
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,512,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,421,664
Expenses. Certain deemed distributions of participant loans	2021-12-31	$3,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,428,636
Value of total assets at end of year	2021-12-31	$129,450,232
Value of total assets at beginning of year	2021-12-31	$114,994,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$87,919
Total interest from all sources	2021-12-31	$952,173
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,599,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,599,205
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,921,098
Participant contributions at end of year	2021-12-31	$238,146
Participant contributions at beginning of year	2021-12-31	$245,921
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$569,272
Other income not declared elsewhere	2021-12-31	$55,641
Administrative expenses (other) incurred	2021-12-31	$39,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$14,456,187
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$129,450,232
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$114,994,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$48,626
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$95,923,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$83,776,386
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,042,549
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,204,629
Interest on participant loans	2021-12-31	$13,914
Interest earned on other investments	2021-12-31	$938,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$28,245,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$26,767,109
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$15,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$11,183,887
Net investment gain/loss from pooled separate accounts	2021-12-31	$749,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,938,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,406,097
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$18,998,907
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,408,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,335,005
Expenses. Certain deemed distributions of participant loans	2020-12-31	$11,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,092,149
Value of total assets at end of year	2020-12-31	$114,994,045
Value of total assets at beginning of year	2020-12-31	$99,403,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$61,591
Total interest from all sources	2020-12-31	$1,021,785
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$666,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$666,650
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,970,181
Participant contributions at end of year	2020-12-31	$245,921
Participant contributions at beginning of year	2020-12-31	$255,446
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$680,323
Other income not declared elsewhere	2020-12-31	$47,933
Administrative expenses (other) incurred	2020-12-31	$27,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$15,590,522
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$114,994,045
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$99,403,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$34,230
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$83,776,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$68,578,762
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,204,629
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,696,340
Interest on participant loans	2020-12-31	$13,636
Interest earned on other investments	2020-12-31	$1,008,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$26,767,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$25,872,975
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$97,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$12,209,900
Net investment gain/loss from pooled separate accounts	2020-12-31	$-39,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,441,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,237,690
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$18,921,373
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,691,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,626,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,075,766
Value of total assets at end of year	2019-12-31	$99,403,523
Value of total assets at beginning of year	2019-12-31	$85,173,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$65,148
Total interest from all sources	2019-12-31	$991,683
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$572,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$572,223
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,752,146
Participant contributions at end of year	2019-12-31	$255,446
Participant contributions at beginning of year	2019-12-31	$169,305
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$148,722
Other income not declared elsewhere	2019-12-31	$48,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$14,230,001
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$99,403,523
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$85,173,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$68,578,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$54,835,037
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,696,340
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,668,234
Interest on participant loans	2019-12-31	$13,469
Interest earned on other investments	2019-12-31	$978,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$25,872,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$25,500,946
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$258,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$12,982,043
Net investment gain/loss from pooled separate accounts	2019-12-31	$251,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,174,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,367,870
Contract administrator fees	2019-12-31	$65,148
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$490,137
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,463,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,430,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,660,980
Value of total assets at end of year	2018-12-31	$85,173,522
Value of total assets at beginning of year	2018-12-31	$88,146,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$32,492
Total interest from all sources	2018-12-31	$1,037,476
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$698,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$698,483
Administrative expenses professional fees incurred	2018-12-31	$12,450
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,639,215
Participant contributions at end of year	2018-12-31	$169,305
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$56,896
Administrative expenses (other) incurred	2018-12-31	$20,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,973,020
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$85,173,522
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$88,146,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$54,835,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$58,534,978
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,668,234
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$4,534,974
Interest on participant loans	2018-12-31	$5,066
Interest earned on other investments	2018-12-31	$1,032,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$25,500,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$25,076,590
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$256,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,125,918
Net investment gain/loss from pooled separate accounts	2018-12-31	$219,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,964,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,174,285
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$15,596,036
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$4,023,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,023,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,536,837
Value of total assets at end of year	2017-12-31	$88,146,542
Value of total assets at beginning of year	2017-12-31	$76,574,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$955,839
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$611,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$611,083
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,430,112
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,044,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$11,572,218
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$88,146,542
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$76,574,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$58,534,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$48,023,131
Value of interest in pooled separate accounts at end of year	2017-12-31	$4,534,974
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,099,952
Interest earned on other investments	2017-12-31	$955,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$25,076,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$24,451,241
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$33,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$9,307,047
Net investment gain/loss from pooled separate accounts	2017-12-31	$185,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,061,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,990,734
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA LLP
Accountancy firm EIN	2017-12-31	135381590
2016 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$7,917,679
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,874,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,874,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,270,555
Value of total assets at end of year	2016-12-31	$76,574,324
Value of total assets at beginning of year	2016-12-31	$72,531,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$1,007,375
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$328,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$328,726
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,405,886
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$75,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,042,687
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$76,574,324
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$72,531,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$48,023,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$45,669,789
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,099,952
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,675,076
Interest earned on other investments	2016-12-31	$1,007,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$24,451,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$23,186,772
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$105,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,111,939
Net investment gain/loss from pooled separate accounts	2016-12-31	$199,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,789,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,769,881
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BDO USA LLP
Accountancy firm EIN	2016-12-31	135381590
2015 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$4,512,478
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,432,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,432,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,392,887
Value of total assets at end of year	2015-12-31	$72,531,637
Value of total assets at beginning of year	2015-12-31	$70,451,395
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$902,070
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$496,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$496,642
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,382,766
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$211,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,080,242
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$72,531,637
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$70,451,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$45,669,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$45,169,972
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,675,076
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,380,044
Interest earned on other investments	2015-12-31	$902,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$23,186,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$21,901,379
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$486,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-559,983
Net investment gain/loss from pooled separate accounts	2015-12-31	$280,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,798,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,946,129
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BDO USA LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$7,210,252
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,713,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,713,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,210,304
Value of total assets at end of year	2014-12-31	$70,451,395
Value of total assets at beginning of year	2014-12-31	$65,954,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$896,710
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$424,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$424,432
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,379,156
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$74,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,496,955
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$70,451,395
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$65,954,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$45,169,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$41,471,407
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,380,044
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,735,700
Interest earned on other investments	2014-12-31	$896,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$21,901,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$21,747,333
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$445,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,321,125
Net investment gain/loss from pooled separate accounts	2014-12-31	$357,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,756,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,267,944
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BDO USA LLP
Accountancy firm EIN	2014-12-31	135381590
2013 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$11,967,996
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,058,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,058,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,045,451
Value of total assets at end of year	2013-12-31	$65,954,440
Value of total assets at beginning of year	2013-12-31	$56,044,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$850,416
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$319,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$319,136
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,313,845
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$61,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$9,909,530
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$65,954,440
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$56,044,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$41,471,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$32,832,247
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,735,700
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,431,066
Interest earned on other investments	2013-12-31	$850,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$21,747,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$20,781,597
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$417,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$7,517,074
Net investment gain/loss from pooled separate accounts	2013-12-31	$235,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,670,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,641,139
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BDO USA LLP
Accountancy firm EIN	2013-12-31	135381590
2012 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$8,611,638
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,110,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,110,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,405,423
Value of total assets at end of year	2012-12-31	$56,044,910
Value of total assets at beginning of year	2012-12-31	$50,544,013
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$795,133
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$111,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$111,691
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,281,167
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$441,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$5,500,897
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$56,044,910
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$50,544,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$32,832,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$28,142,601
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,431,066
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,193,198
Interest earned on other investments	2012-12-31	$795,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$20,781,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$20,208,214
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$327,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,074,432
Net investment gain/loss from pooled separate accounts	2012-12-31	$224,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,682,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,783,011
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BDO USA LLP
Accountancy firm EIN	2012-12-31	135381590
2011 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$3,328,631
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,033,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,033,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,050,777
Value of total assets at end of year	2011-12-31	$50,544,013
Value of total assets at beginning of year	2011-12-31	$48,248,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$777,793
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$57,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$57,025
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,195,827
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$168,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,295,586
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$50,544,013
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$48,248,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$28,142,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$27,232,636
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,193,198
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,022,250
Interest earned on other investments	2011-12-31	$777,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$20,208,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$18,993,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-819,820
Net investment gain/loss from pooled separate accounts	2011-12-31	$262,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,686,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,033,045
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BDO USA LLP
Accountancy firm EIN	2011-12-31	135381590
2010 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$6,907,597
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,622,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,622,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,806,004
Value of total assets at end of year	2010-12-31	$48,248,427
Value of total assets at beginning of year	2010-12-31	$42,963,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$696,503
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$26,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$26,759
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,161,789
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$16,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$5,285,361
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$48,248,427
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$42,963,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$27,232,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$23,774,983
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,022,250
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,321,489
Interest earned on other investments	2010-12-31	$696,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$18,993,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$17,865,721
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$293,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,155,983
Net investment gain/loss from pooled separate accounts	2010-12-31	$222,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,627,580
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,328,738
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BDO USA LLP
Accountancy firm EIN	2010-12-31	135381590
2009 : AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN

2022: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

150649

Policy instance

Insurance contract or identification number	150649
Number of Individuals Covered	397
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150649

Policy instance

Insurance contract or identification number	150649
Number of Individuals Covered	405
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150649

Policy instance

Insurance contract or identification number	150649
Number of Individuals Covered	422
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150649

Policy instance

Insurance contract or identification number	150649
Number of Individuals Covered	433
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150649

Policy instance

Insurance contract or identification number	150649
Number of Individuals Covered	444
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150649

Policy instance

Insurance contract or identification number	150649
Number of Individuals Covered	445
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150649

Policy instance

Insurance contract or identification number	150649
Number of Individuals Covered	446
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150649

Policy instance

Insurance contract or identification number	150649
Number of Individuals Covered	479
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150649

Policy instance

Insurance contract or identification number	150649
Number of Individuals Covered	475
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150649

Policy instance

Insurance contract or identification number	150649
Number of Individuals Covered	481
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150649

Policy instance

Insurance contract or identification number	150649
Number of Individuals Covered	481
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AMERICAN PHYSICAL SOCIETY
Employer identification number (EIN):	131656610
NAIC Classification:	611000