401k Plan data: TAX DEFERRED ANNUITY PLAN plan

TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN
Plan identification number	002

TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

ALVIN AILEY DANCE FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALVIN AILEY DANCE FOUNDATION, INC.

Employer identification number (EIN): 132584273

NAIC Classification: 711100
NAIC Description: Performing Arts Companies

Additional information about ALVIN AILEY DANCE FOUNDATION, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1967-06-22

Company Identification Number: 211488

Legal Registered Office Address: THE JOAN WEILL CENTER FOR
DANCE 405 WEST 55TH STREET
NEW YORK
United States of America (USA)
100194402

More information about ALVIN AILEY DANCE FOUNDATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 PAMELA ROBINSON
002 2015-07-01 PAMELA ROBINSON PAMELA ROBINSON 2017-04-17
002 2014-07-01 PAMELA ROBINSON 2016-04-15
002 2014-07-01 PAMELA ROBINSON
002 2013-07-01 PAMELA ROBINSON PAMELA ROBINSON 2015-04-15
002 2012-07-01 PAMELA ROBINSON PAMELA ROBINSON 2014-04-15
002 2011-07-01 CHRISTINA SPARROCK 2013-01-25
002 2010-07-01 ANTOINETTE HOLDER 2012-01-26
002 2008-07-01 ANTOINETTE HOLDER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01	PAMELA ROBINSON
002	2015-07-01	PAMELA ROBINSON		PAMELA ROBINSON	2017-04-17
002	2014-07-01			PAMELA ROBINSON	2016-04-15
002	2014-07-01	PAMELA ROBINSON
002	2013-07-01	PAMELA ROBINSON		PAMELA ROBINSON	2015-04-15
002	2012-07-01	PAMELA ROBINSON		PAMELA ROBINSON	2014-04-15
002	2011-07-01	CHRISTINA SPARROCK	2013-01-25
002	2010-07-01	ANTOINETTE HOLDER	2012-01-26
002	2008-07-01	ANTOINETTE HOLDER

Plan Statistics for TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN

Measure Date Value
2019: TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 341
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 0
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 0
Number of participants with account balances 2019-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 408
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 297
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 44
Total of all active and inactive participants 2018-07-01 341
Total participants 2018-07-01 341
Number of participants with account balances 2018-07-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 344
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 299
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 25
Total of all active and inactive participants 2017-07-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 324
Number of participants with account balances 2017-07-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 366
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 272
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 22
Total of all active and inactive participants 2016-07-01 294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 294
Number of participants with account balances 2016-07-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 298
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 257
Number of other retired or separated participants entitled to future benefits 2015-07-01 21
Total of all active and inactive participants 2015-07-01 278
Total participants 2015-07-01 278
Number of participants with account balances 2015-07-01 109
2014: TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 299
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 292
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 22
Total of all active and inactive participants 2014-07-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 314
Number of participants with account balances 2014-07-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 276
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 268
Number of other retired or separated participants entitled to future benefits 2013-07-01 23
Total of all active and inactive participants 2013-07-01 291
Total participants 2013-07-01 291
Number of participants with account balances 2013-07-01 88
2012: TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 294
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 198
Number of other retired or separated participants entitled to future benefits 2012-07-01 24
Total of all active and inactive participants 2012-07-01 222
Total participants 2012-07-01 222
Number of participants with account balances 2012-07-01 81

Measure	Date	Value
2019: TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	341
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	0
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	0
Number of participants with account balances	2019-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	408
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	297
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	44
Total of all active and inactive participants	2018-07-01	341
Total participants	2018-07-01	341
Number of participants with account balances	2018-07-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	344
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	299
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	25
Total of all active and inactive participants	2017-07-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	324
Number of participants with account balances	2017-07-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	366
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	272
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	22
Total of all active and inactive participants	2016-07-01	294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	294
Number of participants with account balances	2016-07-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	298
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	257
Number of other retired or separated participants entitled to future benefits	2015-07-01	21
Total of all active and inactive participants	2015-07-01	278
Total participants	2015-07-01	278
Number of participants with account balances	2015-07-01	109
2014: TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	299
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	292
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	22
Total of all active and inactive participants	2014-07-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	314
Number of participants with account balances	2014-07-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	276
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	268
Number of other retired or separated participants entitled to future benefits	2013-07-01	23
Total of all active and inactive participants	2013-07-01	291
Total participants	2013-07-01	291
Number of participants with account balances	2013-07-01	88
2012: TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	294
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	198
Number of other retired or separated participants entitled to future benefits	2012-07-01	24
Total of all active and inactive participants	2012-07-01	222
Total participants	2012-07-01	222
Number of participants with account balances	2012-07-01	81

Financial Data on TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2020 : TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets from this plan	2020-06-30	$7,607,565
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,066,525
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$246,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$235,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$783,860
Value of total assets at end of year	2020-06-30	$0
Value of total assets at beginning of year	2020-06-30	$6,787,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$11,011
Total interest from all sources	2020-06-30	$31,628
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$52,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$52,479
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$672,946
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$110,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$819,804
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$6,787,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$1,694,722
Value of interest in pooled separate accounts at end of year	2020-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$4,145,365
Interest on participant loans	2020-06-30	$504
Interest earned on other investments	2020-06-30	$31,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$947,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$193,587
Net investment gain/loss from pooled separate accounts	2020-06-30	$4,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$235,710
Contract administrator fees	2020-06-30	$11,011
Did the plan have assets held for investment	2020-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	RSM US LLP
Accountancy firm EIN	2020-06-30	420714325
2019 : TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$987,001
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$188,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$182,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$670,938
Value of total assets at end of year	2019-06-30	$6,787,761
Value of total assets at beginning of year	2019-06-30	$5,989,447
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$6,489
Total interest from all sources	2019-06-30	$28,724
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$38,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$38,161
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$665,218
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$5,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$798,314
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$6,787,761
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,989,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$1,694,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$844,030
Value of interest in pooled separate accounts at end of year	2019-06-30	$4,145,365
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$4,321,600
Interest earned on other investments	2019-06-30	$28,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$947,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$823,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$226,928
Net investment gain/loss from pooled separate accounts	2019-06-30	$22,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$182,198
Contract administrator fees	2019-06-30	$6,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	RSM US LLP
Accountancy firm EIN	2019-06-30	420714325
2018 : TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,101,629
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$88,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$86,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$664,066
Value of total assets at end of year	2018-06-30	$5,989,447
Value of total assets at beginning of year	2018-06-30	$4,976,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$2,302
Total interest from all sources	2018-06-30	$26,159
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$13,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$13,952
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$664,066
Other income not declared elsewhere	2018-06-30	$372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,013,301
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,989,447
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,976,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$844,030
Value of interest in pooled separate accounts at end of year	2018-06-30	$4,321,600
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$4,178,010
Interest earned on other investments	2018-06-30	$26,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$823,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$798,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$376,012
Net investment gain/loss from pooled separate accounts	2018-06-30	$21,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$86,026
Contract administrator fees	2018-06-30	$2,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	RSM US LLP
Accountancy firm EIN	2018-06-30	420714325
2017 : TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,046,659
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$677,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$677,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$564,987
Value of total assets at end of year	2017-06-30	$4,976,146
Value of total assets at beginning of year	2017-06-30	$4,606,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$25,432
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$552,998
Participant contributions at beginning of year	2017-06-30	$9,238
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$11,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$369,465
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,976,146
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,606,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$4,178,010
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$3,845,370
Interest earned on other investments	2017-06-30	$25,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$798,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$752,073
Net investment gain/loss from pooled separate accounts	2017-06-30	$456,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$677,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	RSM US LLP
Accountancy firm EIN	2017-06-30	420714325
2016 : TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$546,756
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$99,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$99,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$518,275
Value of total assets at end of year	2016-06-30	$4,606,681
Value of total assets at beginning of year	2016-06-30	$4,159,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$0
Total interest from all sources	2016-06-30	$22,307
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	No
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$513,679
Participant contributions at end of year	2016-06-30	$9,238
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$4,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$447,412
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,606,681
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$4,159,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$3,845,370
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$3,501,504
Interest earned on other investments	2016-06-30	$22,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$752,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$657,765
Net investment gain/loss from pooled separate accounts	2016-06-30	$6,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$99,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	RSM US LLP
Accountancy firm EIN	2016-06-30	420714325
2015 : TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$657,136
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$733,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$733,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$447,877
Value of total assets at end of year	2015-06-30	$4,159,269
Value of total assets at beginning of year	2015-06-30	$4,235,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$22,007
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$437,987
Participant contributions at beginning of year	2015-06-30	$9,396
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$9,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-76,660
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$4,159,269
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,235,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$3,501,504
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$3,570,790
Interest earned on other investments	2015-06-30	$22,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$657,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$655,743
Net investment gain/loss from pooled separate accounts	2015-06-30	$187,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$733,796
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	RSM US LLP
Accountancy firm EIN	2015-06-30	420714325
2014 : TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$999,064
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$24,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$24,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$475,778
Value of total assets at end of year	2014-06-30	$4,235,929
Value of total assets at beginning of year	2014-06-30	$3,261,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$20,847
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$439,796
Participant contributions at end of year	2014-06-30	$9,396
Participant contributions at beginning of year	2014-06-30	$13,658
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$35,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$974,864
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,235,929
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,261,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$3,570,790
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$2,644,447
Interest earned on other investments	2014-06-30	$20,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$655,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$602,960
Net investment gain/loss from pooled separate accounts	2014-06-30	$502,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$24,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MCGLADREY LLP
Accountancy firm EIN	2014-06-30	420714325
2013 : TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$728,268
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$83,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$83,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$414,982
Value of total assets at end of year	2013-06-30	$3,261,065
Value of total assets at beginning of year	2013-06-30	$2,616,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$18,409
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$414,982
Participant contributions at end of year	2013-06-30	$13,658
Participant contributions at beginning of year	2013-06-30	$7,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$644,675
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,261,065
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,616,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in pooled separate accounts at end of year	2013-06-30	$2,644,447
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,083,944
Interest earned on other investments	2013-06-30	$18,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$602,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$525,034
Net investment gain/loss from pooled separate accounts	2013-06-30	$294,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$83,593
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MCGLADREY LLP
Accountancy firm EIN	2013-06-30	420714325

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN

2019: TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	Yes
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	Yes
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2008: TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

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

Policy contract number

348303

Policy instance

Insurance contract or identification number	348303
Number of Individuals Covered	0
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

348303

Policy instance

Insurance contract or identification number	348303
Number of Individuals Covered	105
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

348303

Policy instance

Insurance contract or identification number	348303
Number of Individuals Covered	112
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

348303

Policy instance

Insurance contract or identification number	348303
Number of Individuals Covered	109
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

348303

Policy instance

Insurance contract or identification number	348303
Number of Individuals Covered	95
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

348303

Policy instance

Insurance contract or identification number	348303
Number of Individuals Covered	90
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

348303

Policy instance

Insurance contract or identification number	348303
Number of Individuals Covered	81
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ALVIN AILEY DANCE FOUNDATION, INC.
Employer identification number (EIN):	132584273
NAIC Classification:	711100
NAIC Description:	Performing Arts Companies

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1967-06-22
Company Identification Number:	211488
Legal Registered Office Address:	THE JOAN WEILL CENTER FOR DANCE 405 WEST 55TH STREET NEW YORK United States of America (USA) 100194402