401k Plan data: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN plan

COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 401k Plan overview

Plan Name	COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN
Plan identification number	002

COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING has sponsored the creation of one or more 401k plans.

Company Name: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING

Employer identification number (EIN): 132890752

NAIC Classification: 611000

Additional information about COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 0000-00-00

Company Identification Number: 603615823

Legal Registered Office Address: 55 E MONROE ST

CHICAGO
United States of America (USA)
606035713

More information about COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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 2018-07-01
002 2017-07-01
002 2016-07-01 DOROTHY WAX
002 2015-07-01 DOROTHY WAX
002 2014-07-01 GLORIA WAGNER
002 2013-07-01 GLORIA WAGNER
002 2012-07-01 GLORIA WAGNER
002 2011-07-01 GLORIA WAGNER
002 2010-07-01 GLORIA WAGNER
002 2009-07-01 GLORIA WAGNER

Plan Statistics for COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN

401k plan membership statisitcs for COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN

Measure Date Value
2019: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 121
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 39
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 82
Total of all active and inactive participants 2019-07-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 122
Number of participants with account balances 2019-07-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 122
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 37
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 83
Total of all active and inactive participants 2018-07-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 121
Number of participants with account balances 2018-07-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 128
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 52
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 69
Total of all active and inactive participants 2017-07-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 122
Number of participants with account balances 2017-07-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 114
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 63
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 64
Total of all active and inactive participants 2016-07-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 128
Number of participants with account balances 2016-07-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 117
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 48
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 65
Total of all active and inactive participants 2015-07-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 114
Number of participants with account balances 2015-07-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 108
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 53
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 63
Total of all active and inactive participants 2014-07-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 117
Number of participants with account balances 2014-07-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 148
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 34
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 64
Total of all active and inactive participants 2013-07-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 98
Number of participants with account balances 2013-07-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 148
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 79
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 69
Total of all active and inactive participants 2012-07-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 148
Number of participants with account balances 2012-07-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 154
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 87
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 61
Total of all active and inactive participants 2011-07-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 148
Number of participants with account balances 2011-07-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 169
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 88
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 66
Total of all active and inactive participants 2010-07-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 154
Number of participants with account balances 2010-07-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 188
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 134
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 35
Total of all active and inactive participants 2009-07-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 169
Number of participants with account balances 2009-07-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2019: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	121
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	39
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	82
Total of all active and inactive participants	2019-07-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	122
Number of participants with account balances	2019-07-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	122
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	37
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	83
Total of all active and inactive participants	2018-07-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	121
Number of participants with account balances	2018-07-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	52
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	69
Total of all active and inactive participants	2017-07-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	122
Number of participants with account balances	2017-07-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	114
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	63
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	64
Total of all active and inactive participants	2016-07-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	128
Number of participants with account balances	2016-07-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	117
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	48
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	65
Total of all active and inactive participants	2015-07-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	114
Number of participants with account balances	2015-07-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	108
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	53
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	63
Total of all active and inactive participants	2014-07-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	117
Number of participants with account balances	2014-07-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	148
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	34
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	64
Total of all active and inactive participants	2013-07-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	98
Number of participants with account balances	2013-07-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	148
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	79
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	69
Total of all active and inactive participants	2012-07-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	148
Number of participants with account balances	2012-07-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	154
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	87
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	61
Total of all active and inactive participants	2011-07-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	148
Number of participants with account balances	2011-07-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	169
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	88
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	66
Total of all active and inactive participants	2010-07-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	154
Number of participants with account balances	2010-07-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	188
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	134
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	35
Total of all active and inactive participants	2009-07-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	169
Number of participants with account balances	2009-07-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN

Measure	Date	Value
2020 : COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$411,116
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$2,767,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$2,767,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,704
Value of total assets at end of year	2020-06-30	$8,423,067
Value of total assets at beginning of year	2020-06-30	$10,779,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$0
Total interest from all sources	2020-06-30	$125,102
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$751,258
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	$1,704
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$0
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	$-2,356,282
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$8,423,067
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$10,779,349
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	$3,818,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$5,921,528
Value of interest in pooled separate accounts at end of year	2020-06-30	$743,082
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$840,295
Interest earned on other investments	2020-06-30	$125,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$3,861,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$4,017,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$275,280
Net investment gain/loss from pooled separate accounts	2020-06-30	$9,030
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	$2,767,398
Did the plan have assets held for investment	2020-06-30	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	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	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	SWARTZ, RETSON & CO., P.C.
Accountancy firm EIN	2020-06-30	351509921
2019 : COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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	$575,262
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$528,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$528,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$120,387
Value of total assets at end of year	2019-06-30	$10,779,349
Value of total assets at beginning of year	2019-06-30	$10,732,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$0
Total interest from all sources	2019-06-30	$129,668
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$751,258
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$120,387
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$11,385
Other income not declared elsewhere	2019-06-30	$4
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	$46,917
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$10,779,349
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$10,732,432
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	$5,921,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$5,987,362
Value of interest in pooled separate accounts at end of year	2019-06-30	$840,295
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$705,230
Interest earned on other investments	2019-06-30	$129,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$4,017,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$4,028,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$286,052
Net investment gain/loss from pooled separate accounts	2019-06-30	$39,151
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	$528,345
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	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	SWARTZ, RETSON & CO., P.C.
Accountancy firm EIN	2019-06-30	351509921
2018 : COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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	$1,085,914
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$297,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$297,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$304,361
Value of total assets at end of year	2018-06-30	$10,732,432
Value of total assets at beginning of year	2018-06-30	$9,944,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$0
Total interest from all sources	2018-06-30	$122,012
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$751,258
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$278,625
Participant contributions at end of year	2018-06-30	$11,385
Participant contributions at beginning of year	2018-06-30	$12,607
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$25,736
Other income not declared elsewhere	2018-06-30	$-3
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	$788,418
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$10,732,432
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$9,944,014
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	$5,987,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$5,405,713
Value of interest in pooled separate accounts at end of year	2018-06-30	$705,230
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$660,931
Interest earned on other investments	2018-06-30	$122,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$4,028,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$3,864,763
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$53,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$626,153
Net investment gain/loss from pooled separate accounts	2018-06-30	$33,391
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	Yes
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	$243,870
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	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	SWARTZ, RETSON & CO., P.C.
Accountancy firm EIN	2018-06-30	351509921
2017 : COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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	$1,291,519
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$192,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$192,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$391,748
Value of total assets at end of year	2017-06-30	$9,944,014
Value of total assets at beginning of year	2017-06-30	$8,844,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$125,671
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	$751,258
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	$296,864
Participant contributions at end of year	2017-06-30	$12,607
Participant contributions at beginning of year	2017-06-30	$12,370
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$94,884
Other income not declared elsewhere	2017-06-30	$4
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	$1,099,287
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$9,944,014
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$8,844,727
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 registered invesment companies (eg mutual funds) at end of year	2017-06-30	$5,405,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$4,554,477
Value of interest in pooled separate accounts at end of year	2017-06-30	$660,931
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$574,778
Interest earned on other investments	2017-06-30	$125,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$3,864,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$3,703,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$751,731
Net investment gain/loss from pooled separate accounts	2017-06-30	$22,365
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	$192,232
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	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	SWARTZ, RETSON & CO., P.C.
Accountancy firm EIN	2017-06-30	351509921
2016 : COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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	$363,741
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$143,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$143,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$297,694
Value of total assets at end of year	2016-06-30	$8,844,727
Value of total assets at beginning of year	2016-06-30	$8,624,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$0
Total interest from all sources	2016-06-30	$117,513
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	Yes
Value of fidelity bond cover	2016-06-30	$751,258
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$283,951
Participant contributions at beginning of year	2016-06-30	$0
Participant contributions at end of year	2016-06-30	$12,370
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$13,743
Other income not declared elsewhere	2016-06-30	$3
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	$220,196
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$8,844,727
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$8,624,531
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 registered invesment companies (eg mutual funds) at end of year	2016-06-30	$4,554,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$4,486,937
Value of interest in pooled separate accounts at end of year	2016-06-30	$574,778
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$545,084
Interest earned on other investments	2016-06-30	$117,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$3,703,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$3,592,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-88,936
Net investment gain/loss from pooled separate accounts	2016-06-30	$37,467
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	Yes
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	$143,545
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	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	SWARTZ, RETSON & CO., P.C.
Accountancy firm EIN	2016-06-30	351509921
2015 : COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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	$833,633
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$2,370,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$2,370,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$401,131
Value of total assets at end of year	2015-06-30	$8,624,531
Value of total assets at beginning of year	2015-06-30	$10,161,103
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$114,456
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	$751,258
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$264,792
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$19,369
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$8,955
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$136,339
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	$-1,536,572
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$8,624,531
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$10,161,103
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 registered invesment companies (eg mutual funds) at end of year	2015-06-30	$4,486,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$6,225,452
Value of interest in pooled separate accounts at end of year	2015-06-30	$545,084
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$485,183
Interest earned on other investments	2015-06-30	$114,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$3,592,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$3,422,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$265,397
Net investment gain/loss from pooled separate accounts	2015-06-30	$52,649
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	Yes
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	$2,370,205
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	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	SWARTZ, RETSON & CO., P.C.
Accountancy firm EIN	2015-06-30	351509921
2014 : COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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	$4,903,932
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$200,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$200,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$4,046,551
Value of total assets at end of year	2014-06-30	$10,161,103
Value of total assets at beginning of year	2014-06-30	$5,457,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$89,314
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	$751,258
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$250,643
Participant contributions at end of year	2014-06-30	$19,369
Participant contributions at beginning of year	2014-06-30	$29,450
Participant contributions at end of year	2014-06-30	$8,955
Participant contributions at beginning of year	2014-06-30	$11,602
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$3,795,908
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	$4,703,303
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$10,161,103
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$5,457,800
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 registered invesment companies (eg mutual funds) at end of year	2014-06-30	$6,225,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$3,291,361
Value of interest in pooled separate accounts at end of year	2014-06-30	$485,183
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$145,225
Interest earned on other investments	2014-06-30	$89,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$3,422,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,980,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$736,170
Net investment gain/loss from pooled separate accounts	2014-06-30	$31,897
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	Yes
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	$200,629
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	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	SWARTZ, RETSON & CO., P.C.
Accountancy firm EIN	2014-06-30	351509921
2013 : COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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	$778,722
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$24,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$24,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$267,863
Value of total assets at end of year	2013-06-30	$5,457,800
Value of total assets at beginning of year	2013-06-30	$4,703,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$63,692
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	$1,150,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$267,863
Participant contributions at end of year	2013-06-30	$29,450
Participant contributions at beginning of year	2013-06-30	$31,082
Participant contributions at end of year	2013-06-30	$11,602
Participant contributions at beginning of year	2013-06-30	$9,734
Other income not declared elsewhere	2013-06-30	$5
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	$754,186
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$5,457,800
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$4,703,614
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 registered invesment companies (eg mutual funds) at end of year	2013-06-30	$3,291,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,716,021
Value of interest in pooled separate accounts at end of year	2013-06-30	$145,225
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$112,937
Interest earned on other investments	2013-06-30	$63,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,980,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,833,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$436,984
Net investment gain/loss from pooled separate accounts	2013-06-30	$10,178
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	Yes
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	$24,536
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	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	SWARTZ, RETSON & CO., P.C.
Accountancy firm EIN	2013-06-30	351509921
2012 : COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$1,671,706
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$118,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$118,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,616,825
Value of total assets at end of year	2012-06-30	$4,703,614
Value of total assets at beginning of year	2012-06-30	$3,150,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$58,428
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$751,258
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$234,107
Participant contributions at end of year	2012-06-30	$31,082
Participant contributions at beginning of year	2012-06-30	$24,432
Participant contributions at end of year	2012-06-30	$9,734
Participant contributions at beginning of year	2012-06-30	$8,797
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$1,382,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$1,553,087
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$4,703,614
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,150,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,716,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$1,820,618
Value of interest in pooled separate accounts at end of year	2012-06-30	$112,937
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$102,500
Interest earned on other investments	2012-06-30	$58,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,833,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,194,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-14,787
Net investment gain/loss from pooled separate accounts	2012-06-30	$11,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$118,619
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	SWARTZ, RETSON & CO., P.C.
Accountancy firm EIN	2012-06-30	351509921
2011 : COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$647,845
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$108,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$108,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$224,942
Value of total assets at end of year	2011-06-30	$3,150,527
Value of total assets at beginning of year	2011-06-30	$2,611,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$38,168
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$751,250
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$188,676
Participant contributions at end of year	2011-06-30	$24,432
Participant contributions at beginning of year	2011-06-30	$9,830
Participant contributions at end of year	2011-06-30	$8,797
Participant contributions at beginning of year	2011-06-30	$7,109
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$36,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$539,434
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,150,527
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,611,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,820,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,359,457
Value of interest in pooled separate accounts at end of year	2011-06-30	$102,500
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$100,064
Interest earned on other investments	2011-06-30	$38,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,194,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,134,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$365,995
Net investment gain/loss from pooled separate accounts	2011-06-30	$18,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$108,411
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	SWARTZ, RETSON & CO., P.C.
Accountancy firm EIN	2011-06-30	351509921
2010 : COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN

2019: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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	No
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 funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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 funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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 funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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 funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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 funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
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 funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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 funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) 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 funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING TAX-DEFERRED ANNUITY (TDA) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

314686

Policy instance

Insurance contract or identification number	314686
Number of Individuals Covered	110
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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
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

314686

Policy instance

Insurance contract or identification number	314686
Number of Individuals Covered	102
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
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

314686

Policy instance

Insurance contract or identification number	314686
Number of Individuals Covered	107
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
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

314686

Policy instance

Insurance contract or identification number	314686
Number of Individuals Covered	98
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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

314686

Policy instance

Insurance contract or identification number	314686
Number of Individuals Covered	98
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

314686

Policy instance

Insurance contract or identification number	314686
Number of Individuals Covered	97
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
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

314686

Policy instance

Insurance contract or identification number	314686
Number of Individuals Covered	99
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

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

Policy contract number

314686

Policy instance

Insurance contract or identification number	314686
Number of Individuals Covered	101
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
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

314686

Policy instance

Insurance contract or identification number	314686
Number of Individuals Covered	100
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
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:	COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING
Employer identification number (EIN):	132890752
NAIC Classification:	611000

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	0000-00-00
Company Identification Number:	603615823
Legal Registered Office Address:	55 E MONROE ST CHICAGO United States of America (USA) 606035713