?>
Logo

RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 401k Plan overview

Plan NameRIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1
Plan identification number 003

RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

RIVERDALE COUNTRY SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:RIVERDALE COUNTRY SCHOOL, INC.
Employer identification number (EIN):131740483
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01WILSON COLLADO WILSON COLLADO2018-10-11
0032016-01-01WILSON COLLADO WILSON COLLADO2017-10-11
0032015-01-01WILSON COLLADO
0032014-01-01WILSON COLLADO
0032013-01-01WILSON COLLADO WILSON COLLADO2014-10-10
0032012-01-01WILSON COLLADO WILSON COLLADO2013-10-15
0032011-01-01WILSON COLLADO
0032009-01-01WILSON COLLADO

Plan Statistics for RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1

401k plan membership statisitcs for RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1

Measure Date Value
2022: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2022 401k membership
Total participants, beginning-of-year2022-01-01724
Total number of active participants reported on line 7a of the Form 55002022-01-01415
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01349
Total of all active and inactive participants2022-01-01764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01765
Number of participants with account balances2022-01-01749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2021 401k membership
Total participants, beginning-of-year2021-01-01698
Total number of active participants reported on line 7a of the Form 55002021-01-01390
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01333
Total of all active and inactive participants2021-01-01723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01724
Number of participants with account balances2021-01-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2020 401k membership
Total participants, beginning-of-year2020-01-01676
Total number of active participants reported on line 7a of the Form 55002020-01-01387
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01312
Total of all active and inactive participants2020-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01699
Number of participants with account balances2020-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2019 401k membership
Total participants, beginning-of-year2019-01-01663
Total number of active participants reported on line 7a of the Form 55002019-01-01378
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01299
Total of all active and inactive participants2019-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01677
Number of participants with account balances2019-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2018 401k membership
Total participants, beginning-of-year2018-01-01640
Total number of active participants reported on line 7a of the Form 55002018-01-01371
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01293
Total of all active and inactive participants2018-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01664
Number of participants with account balances2018-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2017 401k membership
Total participants, beginning-of-year2017-01-01617
Total number of active participants reported on line 7a of the Form 55002017-01-01351
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01292
Total of all active and inactive participants2017-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01644
Number of participants with account balances2017-01-01639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2016 401k membership
Total participants, beginning-of-year2016-01-01604
Total number of active participants reported on line 7a of the Form 55002016-01-01329
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01288
Total of all active and inactive participants2016-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01618
Number of participants with account balances2016-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2015 401k membership
Total participants, beginning-of-year2015-01-01595
Total number of active participants reported on line 7a of the Form 55002015-01-01519
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0186
Total of all active and inactive participants2015-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01605
Number of participants with account balances2015-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2014 401k membership
Total participants, beginning-of-year2014-01-01577
Total number of active participants reported on line 7a of the Form 55002014-01-01497
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01563
Number of participants with account balances2014-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2013 401k membership
Total participants, beginning-of-year2013-01-01575
Total number of active participants reported on line 7a of the Form 55002013-01-01539
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01601
Number of participants with account balances2013-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2012 401k membership
Total participants, beginning-of-year2012-01-01547
Total number of active participants reported on line 7a of the Form 55002012-01-01530
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01576
Number of participants with account balances2012-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2011 401k membership
Total participants, beginning-of-year2011-01-01522
Total number of active participants reported on line 7a of the Form 55002011-01-01523
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01548
Number of participants with account balances2011-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2009 401k membership
Total participants, beginning-of-year2009-01-01491
Total number of active participants reported on line 7a of the Form 55002009-01-01475
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01496
Number of participants with account balances2009-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1

Measure Date Value
2022 : RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-5,811,352
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,722,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,632,114
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,847,042
Value of total assets at end of year2022-12-31$62,905,032
Value of total assets at beginning of year2022-12-31$71,438,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$90,482
Total interest from all sources2022-12-31$707,741
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$621,774
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$621,774
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,873
Other income not declared elsewhere2022-12-31$68,709
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,533,948
Value of net assets at end of year (total assets less liabilities)2022-12-31$62,905,032
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$71,438,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$3,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,462,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$51,064,834
Value of interest in pooled separate accounts at end of year2022-12-31$1,385,812
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,328,519
Interest on participant loans2022-12-31$0
Interest earned on other investments2022-12-31$707,741
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,057,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$19,045,627
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$380,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,163,924
Net investment gain/loss from pooled separate accounts2022-12-31$107,306
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,823,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,251,842
Contract administrator fees2022-12-31$87,476
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$11,451,949
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,488,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,443,997
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,962,190
Value of total assets at end of year2021-12-31$71,438,980
Value of total assets at beginning of year2021-12-31$61,475,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,475
Total interest from all sources2021-12-31$530,179
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$819,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$819,738
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$255,968
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,963,477
Value of net assets at end of year (total assets less liabilities)2021-12-31$71,438,980
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$61,475,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$256
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$51,064,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$43,329,157
Value of interest in pooled separate accounts at end of year2021-12-31$1,328,519
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,230,575
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$530,179
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$19,045,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,915,771
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$238,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,936,172
Net investment gain/loss from pooled separate accounts2021-12-31$203,670
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,706,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,205,397
Contract administrator fees2021-12-31$44,219
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$10,534,448
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,003,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,929,181
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,533,851
Value of total assets at end of year2020-12-31$61,475,503
Value of total assets at beginning of year2020-12-31$52,944,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$74,064
Total interest from all sources2020-12-31$450,423
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$431,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$431,779
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$915,564
Other income not declared elsewhere2020-12-31$39,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,531,203
Value of net assets at end of year (total assets less liabilities)2020-12-31$61,475,503
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,944,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$36
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$43,329,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,004,969
Value of interest in pooled separate accounts at end of year2020-12-31$1,230,575
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,266,070
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$450,423
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,915,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,673,261
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$286,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,090,312
Net investment gain/loss from pooled separate accounts2020-12-31$-10,986
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,618,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,642,956
Contract administrator fees2020-12-31$74,028
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$10,840,320
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,120,641
Total of all expenses incurred2019-12-31$1,120,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,048,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,048,371
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,555,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,555,911
Value of total assets at end of year2019-12-31$52,944,300
Value of total assets at end of year2019-12-31$52,944,300
Value of total assets at beginning of year2019-12-31$43,224,621
Value of total assets at beginning of year2019-12-31$43,224,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,270
Total interest from all sources2019-12-31$406,262
Total interest from all sources2019-12-31$406,262
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,957,149
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,957,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,957,149
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,957,149
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,794
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,794
Other income not declared elsewhere2019-12-31$35,676
Other income not declared elsewhere2019-12-31$35,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,719,679
Value of net income/loss2019-12-31$9,719,679
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,944,300
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,944,300
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,224,621
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,224,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,004,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,004,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,842,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,842,246
Value of interest in pooled separate accounts at end of year2019-12-31$1,266,070
Value of interest in pooled separate accounts at end of year2019-12-31$1,266,070
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,146,693
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,146,693
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$406,262
Interest earned on other investments2019-12-31$406,262
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,673,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,673,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,235,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,235,682
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$48,517
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$48,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,821,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,821,396
Net investment gain/loss from pooled separate accounts2019-12-31$63,926
Net investment gain/loss from pooled separate accounts2019-12-31$63,926
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,551,117
Contributions received in cash from employer2019-12-31$2,551,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$999,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$999,854
Contract administrator fees2019-12-31$72,270
Contract administrator fees2019-12-31$72,270
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$284,708
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,141,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,078,436
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,431,816
Value of total assets at end of year2018-12-31$43,224,621
Value of total assets at beginning of year2018-12-31$45,081,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,193
Total interest from all sources2018-12-31$413,139
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$871,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$871,929
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other income not declared elsewhere2018-12-31$31,693
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,856,921
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,224,621
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,081,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,842,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,295,282
Value of interest in pooled separate accounts at end of year2018-12-31$1,146,693
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,368,969
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$413,139
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,235,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,417,291
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$897,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,528,765
Net investment gain/loss from pooled separate accounts2018-12-31$64,896
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,431,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,180,601
Contract administrator fees2018-12-31$63,193
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDK, LLP
Accountancy firm EIN2018-12-31440160260
2017 : RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$8,125,244
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,287,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,227,730
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,301,138
Value of total assets at end of year2017-12-31$45,081,542
Value of total assets at beginning of year2017-12-31$38,244,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$60,242
Total interest from all sources2017-12-31$405,322
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$609,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$609,411
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other income not declared elsewhere2017-12-31$32,359
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,837,272
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,081,542
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,244,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,295,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,317,812
Value of interest in pooled separate accounts at end of year2017-12-31$1,368,969
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,597,183
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$405,322
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,417,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,329,275
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$500,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,712,730
Net investment gain/loss from pooled separate accounts2017-12-31$64,284
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,301,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$727,029
Contract administrator fees2017-12-31$60,242
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LOEB & TROPER, LLP
Accountancy firm EIN2017-12-31131517563
2016 : RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$4,801,821
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,038,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,014,472
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,607,980
Value of total assets at end of year2016-12-31$38,244,270
Value of total assets at beginning of year2016-12-31$34,481,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,385
Total interest from all sources2016-12-31$426,045
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$287,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$287,978
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$386,378
Other income not declared elsewhere2016-12-31$13,710
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,762,964
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,244,270
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,481,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,317,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,336,028
Value of interest in pooled separate accounts at end of year2016-12-31$1,597,183
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,456,070
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$426,045
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,329,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,678,609
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$74,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,385,593
Net investment gain/loss from pooled separate accounts2016-12-31$80,515
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,221,602
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$10,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$940,054
Contract administrator fees2016-12-31$24,385
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LOEB & TROPER, LLP
Accountancy firm EIN2016-12-31131517563
2015 : RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$2,578,591
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,197,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,183,145
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,119,677
Value of total assets at end of year2015-12-31$34,481,306
Value of total assets at beginning of year2015-12-31$34,100,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,402
Total interest from all sources2015-12-31$380,112
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$390,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$390,955
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,555
Other income not declared elsewhere2015-12-31$11,224
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$381,044
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,481,306
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,100,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,336,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,264,237
Value of interest in pooled separate accounts at end of year2015-12-31$1,456,070
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,411,196
Interest earned on other investments2015-12-31$380,112
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,678,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,424,829
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$132,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-437,713
Net investment gain/loss from pooled separate accounts2015-12-31$114,336
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,117,122
Employer contributions (assets) at end of year2015-12-31$10,599
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,050,781
Contract administrator fees2015-12-31$14,402
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LOEB & TROPER, LLP
Accountancy firm EIN2015-12-31131517563
2014 : RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$3,979,584
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,121,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,102,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,972,869
Value of total assets at end of year2014-12-31$34,100,262
Value of total assets at beginning of year2014-12-31$32,242,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,046
Total interest from all sources2014-12-31$387,291
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$324,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$324,312
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$19,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,857,933
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,100,262
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,242,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,264,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,648,723
Value of interest in pooled separate accounts at end of year2014-12-31$1,411,196
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,308,863
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$387,291
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,424,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,284,743
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$724,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,115,857
Net investment gain/loss from pooled separate accounts2014-12-31$159,453
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,972,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,377,920
Contract administrator fees2014-12-31$19,046
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LOEB & TROPER, LLP
Accountancy firm EIN2014-12-31131517563
2013 : RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$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$6,441,376
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,822,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,813,775
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,887,473
Value of total assets at end of year2013-12-31$32,242,329
Value of total assets at beginning of year2013-12-31$27,623,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,312
Total interest from all sources2013-12-31$379,572
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$207,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$207,814
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,619,289
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,242,329
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,623,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,648,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,521,874
Value of interest in pooled separate accounts at end of year2013-12-31$1,308,863
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,079,601
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$379,572
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,284,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,021,565
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$151,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,855,108
Net investment gain/loss from pooled separate accounts2013-12-31$111,409
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,886,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,662,001
Contract administrator fees2013-12-31$8,312
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LOEB & TROPER, LLP
Accountancy firm EIN2013-12-31131517563
2012 : RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2012 401k financial data
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,389,365
Total of all expenses incurred2012-12-31$1,086,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,050,688
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,791,318
Value of total assets at end of year2012-12-31$27,623,040
Value of total assets at beginning of year2012-12-31$24,319,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$35,405
Total interest from all sources2012-12-31$348,898
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$94,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$94,286
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$34,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$3,303,272
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,623,040
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,319,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,521,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,792,240
Value of interest in pooled separate accounts at end of year2012-12-31$1,079,601
Value of interest in pooled separate accounts at beginning of year2012-12-31$740,039
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$348,898
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,021,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,787,489
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$465,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,069,028
Net investment gain/loss from pooled separate accounts2012-12-31$85,835
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,791,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$585,542
Contract administrator fees2012-12-31$816
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LOEB & TROPER, LLP
Accountancy firm EIN2012-12-31131517563
2011 : RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,818,260
Total of all expenses incurred2011-12-31$1,154,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,148,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,731,596
Value of total assets at end of year2011-12-31$24,319,768
Value of total assets at beginning of year2011-12-31$23,655,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,555
Total interest from all sources2011-12-31$356,684
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$47,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$47,723
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$31,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$663,940
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,319,768
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,655,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,792,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,477,787
Value of interest in pooled separate accounts at end of year2011-12-31$740,039
Value of interest in pooled separate accounts at beginning of year2011-12-31$544,744
Interest earned on other investments2011-12-31$356,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,787,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,633,297
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$203,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-427,540
Net investment gain/loss from pooled separate accounts2011-12-31$78,450
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,731,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$945,686
Contract administrator fees2011-12-31$5,555
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LOEB & TROPER, LLP
Accountancy firm EIN2011-12-31131517563
2010 : RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,639,092
Total of all expenses incurred2010-12-31$324,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$323,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,661,841
Value of total assets at end of year2010-12-31$23,655,828
Value of total assets at beginning of year2010-12-31$20,341,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$532
Total interest from all sources2010-12-31$322,737
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$21,097
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$21,097
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$61,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,314,702
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,655,828
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,341,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,477,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,931,948
Value of interest in pooled separate accounts at end of year2010-12-31$544,744
Value of interest in pooled separate accounts at beginning of year2010-12-31$443,428
Interest earned on other investments2010-12-31$322,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,633,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,965,750
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$62,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,572,219
Net investment gain/loss from pooled separate accounts2010-12-31$61,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,600,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$260,878
Contract administrator fees2010-12-31$532
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LOEB & TROPER, LLP
Accountancy firm EIN2010-12-31131517563

Form 5500 Responses for RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1

2022: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION PENSION PLAN GRA-1 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500435
Policy instance 1
Insurance contract or identification number500435
Number of Individuals Covered723
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500435
Policy instance 1
Insurance contract or identification number500435
Number of Individuals Covered694
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500435
Policy instance 1
Insurance contract or identification number500435
Number of Individuals Covered662
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500435
Policy instance 1
Insurance contract or identification number500435
Number of Individuals Covered347
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500435
Policy instance 1
Insurance contract or identification number500435
Number of Individuals Covered353
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500435
Policy instance 1
Insurance contract or identification number500435
Number of Individuals Covered358
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500435
Policy instance 1
Insurance contract or identification number500435
Number of Individuals Covered374
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151242/500435
Policy instance 1
Insurance contract or identification number151242/500435
Number of Individuals Covered418
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151242
Policy instance 1
Insurance contract or identification number151242
Number of Individuals Covered398
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151242
Policy instance 1
Insurance contract or identification number151242
Number of Individuals Covered551
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151242
Policy instance 1
Insurance contract or identification number151242
Number of Individuals Covered524
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151242
Policy instance 1
Insurance contract or identification number151242
Number of Individuals Covered498
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3