401k Plan data: SEARCH FOR CHANGE, INC. 401(A) DC PLAN plan

SEARCH FOR CHANGE, INC. 401(A) DC PLAN 401k Plan overview

Plan Name	SEARCH FOR CHANGE, INC. 401(A) DC PLAN
Plan identification number	012

SEARCH FOR CHANGE, INC. 401(A) DC PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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.

401k Sponsoring company profile

SEARCH FOR CHANGE, INC. has sponsored the creation of one or more 401k plans.

Company Name: SEARCH FOR CHANGE, INC.

Employer identification number (EIN): 132893548

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about SEARCH FOR CHANGE, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1975-11-12

Company Identification Number: 383881

Legal Registered Office Address: 115 EAST STEVENS AVENUE
SUITE 203
VALHALLA
United States of America (USA)
105951200

More information about SEARCH FOR CHANGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEARCH FOR CHANGE, INC. 401(A) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
012 2021-01-01
012 2020-01-01
012 2019-01-01
012 2018-01-01
012 2017-01-01
012 2016-01-01
012 2015-01-01
012 2014-01-01
012 2013-01-01
012 2012-01-01 THOMAS WATSON
012 2011-01-01 THOMAS WATSON
012 2010-01-01 THOMAS WATSON
012 2009-01-01 THOMAS WATSON TRICIA HOLLISTER-DOYLE 2010-10-15

Plan Statistics for SEARCH FOR CHANGE, INC. 401(A) DC PLAN

401k plan membership statisitcs for SEARCH FOR CHANGE, INC. 401(A) DC PLAN

Measure Date Value
2012: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 76
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 44
Total of all active and inactive participants 2012-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 120
Number of participants with account balances 2012-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 80
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 63
Total of all active and inactive participants 2011-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 143
Number of participants with account balances 2011-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 86
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 49
Total of all active and inactive participants 2010-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 135
Number of participants with account balances 2010-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 79
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 55
Total of all active and inactive participants 2009-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 134
Number of participants with account balances 2009-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2012: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	76
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	44
Total of all active and inactive participants	2012-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	120
Number of participants with account balances	2012-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	80
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	63
Total of all active and inactive participants	2011-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	143
Number of participants with account balances	2011-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	86
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	49
Total of all active and inactive participants	2010-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	135
Number of participants with account balances	2010-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	79
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	55
Total of all active and inactive participants	2009-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	134
Number of participants with account balances	2009-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SEARCH FOR CHANGE, INC. 401(A) DC PLAN

Measure	Date	Value
2012 : SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$1,080,596
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$202,983
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$122,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$122,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$105,863
Value of total assets at end of year	2012-12-31	$449,677
Value of total assets at beginning of year	2012-12-31	$1,450,128
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$143
Total interest from all sources	2012-12-31	$8,625
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$200,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$105,863
Amount contributed by the employer to the plan for this plan year	2012-12-31	$105,863
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$80,145
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$449,677
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,450,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$226,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,160,869
Value of interest in pooled separate accounts at end of year	2012-12-31	$25,352
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$76,668
Interest earned on other investments	2012-12-31	$8,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$198,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$212,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$81,197
Net investment gain/loss from pooled separate accounts	2012-12-31	$7,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$105,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$122,695
Contract administrator fees	2012-12-31	$143
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	O'CONNOR DAVIES,LLP
Accountancy firm EIN	2012-12-31	271728945
2011 : SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$121,383
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$63,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$63,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$109,828
Value of total assets at end of year	2011-12-31	$1,450,128
Value of total assets at beginning of year	2011-12-31	$1,392,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$8,360
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$109,828
Amount contributed by the employer to the plan for this plan year	2011-12-31	$109,828
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$57,661
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,450,128
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,392,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,160,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,141,271
Value of interest in pooled separate accounts at end of year	2011-12-31	$76,668
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$61,810
Interest earned on other investments	2011-12-31	$8,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$212,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$189,386
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$15,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-5,184
Net investment gain/loss from pooled separate accounts	2011-12-31	$8,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$109,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$48,624
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	O'CONNOR DAVIES,LLP
Accountancy firm EIN	2011-12-31	271728945
2010 : SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$230,825
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$80,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$80,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$155,495
Value of total assets at end of year	2010-12-31	$1,392,468
Value of total assets at beginning of year	2010-12-31	$1,241,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$7,151
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$150,654
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,392,468
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,241,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,141,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,014,922
Value of interest in pooled separate accounts at end of year	2010-12-31	$61,810
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$46,560
Interest earned on other investments	2010-12-31	$7,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$189,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$180,332
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$30,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$61,394
Net investment gain/loss from pooled separate accounts	2010-12-31	$6,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$155,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$49,457
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	O'CONNOR DAVIES MUNNS & DOBBINS,LLP
Accountancy firm EIN	2010-12-31	133385019
2009 : SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SEARCH FOR CHANGE, INC. 401(A) DC PLAN

2012: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: SEARCH FOR CHANGE, INC. 401(A) DC PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

347186

Policy instance

Insurance contract or identification number	347186
Number of Individuals Covered	63
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

347186

Policy instance

Insurance contract or identification number	347186
Number of Individuals Covered	139
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

347186

Policy instance

Insurance contract or identification number	347186
Number of Individuals Covered	131
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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:	SEARCH FOR CHANGE, INC.
Employer identification number (EIN):	132893548
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1975-11-12
Company Identification Number:	383881
Legal Registered Office Address:	115 EAST STEVENS AVENUE SUITE 203 VALHALLA United States of America (USA) 105951200

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
012	2021-01-01
012	2020-01-01
012	2019-01-01
012	2018-01-01
012	2017-01-01
012	2016-01-01
012	2015-01-01
012	2014-01-01
012	2013-01-01
012	2012-01-01	THOMAS WATSON
012	2011-01-01	THOMAS WATSON
012	2010-01-01	THOMAS WATSON
012	2009-01-01	THOMAS WATSON	TRICIA HOLLISTER-DOYLE	2010-10-15