?>
Logo

THE NEW TEACHER PROJECT 403(B) PLAN 401k Plan overview

Plan NameTHE NEW TEACHER PROJECT 403(B) PLAN
Plan identification number 001

THE NEW TEACHER PROJECT 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

TNTP, INC. has sponsored the creation of one or more 401k plans.

Company Name:TNTP, INC.
Employer identification number (EIN):133850158
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEW TEACHER PROJECT 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LIN JOHNSON III2023-09-14
0012021-01-01TONYA HORTON2022-07-20
0012020-01-01TONYA HORTON2021-07-26
0012019-01-01TONYA HORTON2020-07-13
0012018-01-01ELIZABETH SCHAFFER2019-09-05
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JENNIFER ROCK JENNIFER ROCK2015-10-13
0012013-01-01JENNIFER ROCK JENNIFER ROCK2014-10-09
0012012-01-01TERRA LAWRENCE TERRA LAWRENCE2013-09-12
0012011-01-01JENNIFER ROCK JENNIFER ROCK2012-10-15
0012009-01-01TERRA LAWRENCE TERRA LAWRENCE2010-10-15
0012007-01-01TERRA LAWRENCE

Plan Statistics for THE NEW TEACHER PROJECT 403(B) PLAN

401k plan membership statisitcs for THE NEW TEACHER PROJECT 403(B) PLAN

Measure Date Value
2022: THE NEW TEACHER PROJECT 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01570
Total number of active participants reported on line 7a of the Form 55002022-01-01695
Number of retired or separated participants receiving benefits2022-01-01215
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01911
Number of participants with account balances2022-01-01892
2021: THE NEW TEACHER PROJECT 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01543
Total number of active participants reported on line 7a of the Form 55002021-01-01538
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01179
Total of all active and inactive participants2021-01-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01718
Number of participants with account balances2021-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: THE NEW TEACHER PROJECT 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01556
Total number of active participants reported on line 7a of the Form 55002020-01-01358
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01185
Total of all active and inactive participants2020-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01543
Number of participants with account balances2020-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: THE NEW TEACHER PROJECT 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01583
Total number of active participants reported on line 7a of the Form 55002019-01-01374
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01182
Total of all active and inactive participants2019-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01556
Number of participants with account balances2019-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: THE NEW TEACHER PROJECT 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01548
Total number of active participants reported on line 7a of the Form 55002018-01-01426
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01157
Total of all active and inactive participants2018-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01583
Number of participants with account balances2018-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: THE NEW TEACHER PROJECT 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01578
Total number of active participants reported on line 7a of the Form 55002017-01-01396
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01152
Total of all active and inactive participants2017-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01548
Number of participants with account balances2017-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: THE NEW TEACHER PROJECT 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01527
Total number of active participants reported on line 7a of the Form 55002016-01-01464
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01114
Total of all active and inactive participants2016-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01578
Number of participants with account balances2016-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: THE NEW TEACHER PROJECT 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01533
Total number of active participants reported on line 7a of the Form 55002015-01-01420
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01107
Total of all active and inactive participants2015-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01527
Number of participants with account balances2015-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: THE NEW TEACHER PROJECT 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01463
Total number of active participants reported on line 7a of the Form 55002014-01-01444
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0189
Total of all active and inactive participants2014-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01533
Number of participants with account balances2014-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0146
2013: THE NEW TEACHER PROJECT 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01398
Total number of active participants reported on line 7a of the Form 55002013-01-01399
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0183
Total of all active and inactive participants2013-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01482
Number of participants with account balances2013-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0152
2012: THE NEW TEACHER PROJECT 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01424
Total number of active participants reported on line 7a of the Form 55002012-01-01393
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0156
Total of all active and inactive participants2012-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01449
Number of participants with account balances2012-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0155
2011: THE NEW TEACHER PROJECT 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01306
Total number of active participants reported on line 7a of the Form 55002011-01-01358
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01393
Number of participants with account balances2011-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2009: THE NEW TEACHER PROJECT 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01197
Total number of active participants reported on line 7a of the Form 55002009-01-01203
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01238
Number of participants with account balances2009-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124
2007: THE NEW TEACHER PROJECT 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-010
Total number of active participants reported on line 7a of the Form 55002007-01-010
Total of all active and inactive participants2007-01-010
Total participants2007-01-010

Financial Data on THE NEW TEACHER PROJECT 403(B) PLAN

Measure Date Value
2022 : THE NEW TEACHER PROJECT 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,569,200
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,357,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,224,426
Expenses. Certain deemed distributions of participant loans2022-12-31$7,624
Value of total corrective distributions2022-12-31$6,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,781,571
Value of total assets at end of year2022-12-31$55,370,908
Value of total assets at beginning of year2022-12-31$60,297,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$119,470
Total interest from all sources2022-12-31$18,472
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,786,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,786,801
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,394,028
Participant contributions at end of year2022-12-31$471,101
Participant contributions at beginning of year2022-12-31$325,439
Participant contributions at end of year2022-12-31$204,527
Participant contributions at beginning of year2022-12-31$155,644
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$925,433
Other income not declared elsewhere2022-12-31$3,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,926,953
Value of net assets at end of year (total assets less liabilities)2022-12-31$55,370,908
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,297,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$53,212,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$58,141,825
Interest on participant loans2022-12-31$18,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,334,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,563,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,159,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,462,110
Employer contributions (assets) at end of year2022-12-31$147,536
Employer contributions (assets) at beginning of year2022-12-31$111,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,224,426
Contract administrator fees2022-12-31$119,470
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : THE NEW TEACHER PROJECT 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$14,677,433
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,618,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,472,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,444,913
Value of total assets at end of year2021-12-31$60,297,861
Value of total assets at beginning of year2021-12-31$51,239,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$146,059
Total interest from all sources2021-12-31$14,479
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,274,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,274,760
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,634,342
Participant contributions at end of year2021-12-31$325,439
Participant contributions at beginning of year2021-12-31$237,790
Participant contributions at end of year2021-12-31$155,644
Participant contributions at beginning of year2021-12-31$84,520
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,149,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,058,564
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,297,861
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,239,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$58,141,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$49,291,952
Interest on participant loans2021-12-31$14,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,563,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,558,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,943,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,661,074
Employer contributions (assets) at end of year2021-12-31$111,593
Employer contributions (assets) at beginning of year2021-12-31$66,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,472,810
Contract administrator fees2021-12-31$146,059
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : THE NEW TEACHER PROJECT 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,676,452
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,178,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,035,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,223,839
Value of total assets at end of year2020-12-31$51,239,297
Value of total assets at beginning of year2020-12-31$44,741,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$142,623
Total interest from all sources2020-12-31$39,307
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,638,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,638,668
Administrative expenses professional fees incurred2020-12-31$3,400
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,011,529
Participant contributions at end of year2020-12-31$237,790
Participant contributions at beginning of year2020-12-31$295,730
Participant contributions at end of year2020-12-31$84,520
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$87,863
Administrative expenses (other) incurred2020-12-31$2,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,498,275
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,239,297
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$44,741,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$124,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$49,291,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$43,806,218
Interest on participant loans2020-12-31$13,827
Interest earned on other investments2020-12-31$25,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,558,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$618,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,774,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,124,447
Employer contributions (assets) at end of year2020-12-31$66,608
Employer contributions (assets) at beginning of year2020-12-31$20,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,035,554
Contract administrator fees2020-12-31$12,231
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : THE NEW TEACHER PROJECT 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,477,210
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,132,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,983,405
Expenses. Certain deemed distributions of participant loans2019-12-31$-17
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,993,482
Value of total assets at end of year2019-12-31$44,741,022
Value of total assets at beginning of year2019-12-31$34,396,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$149,022
Total interest from all sources2019-12-31$37,253
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,331,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,331,238
Administrative expenses professional fees incurred2019-12-31$8,307
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,159,313
Participant contributions at end of year2019-12-31$295,730
Participant contributions at beginning of year2019-12-31$251,794
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$402,143
Administrative expenses (other) incurred2019-12-31$2,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,344,800
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,741,022
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,396,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$123,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$43,806,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,149,553
Interest on participant loans2019-12-31$17,373
Interest earned on other investments2019-12-31$19,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$618,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$976,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,115,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,432,026
Employer contributions (assets) at end of year2019-12-31$20,098
Employer contributions (assets) at beginning of year2019-12-31$18,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,983,405
Contract administrator fees2019-12-31$14,733
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
2018 : THE NEW TEACHER PROJECT 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,521,988
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,067,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,935,439
Expenses. Certain deemed distributions of participant loans2018-12-31$7,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,051,394
Value of total assets at end of year2018-12-31$34,396,222
Value of total assets at beginning of year2018-12-31$34,941,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$123,663
Total interest from all sources2018-12-31$30,380
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,515,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,515,846
Administrative expenses professional fees incurred2018-12-31$1,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,175,950
Participant contributions at end of year2018-12-31$251,794
Participant contributions at beginning of year2018-12-31$226,337
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$464,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-545,107
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,396,222
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,941,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$111,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,149,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,999,462
Interest on participant loans2018-12-31$13,650
Interest earned on other investments2018-12-31$16,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$976,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$690,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,075,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,411,059
Employer contributions (assets) at end of year2018-12-31$18,721
Employer contributions (assets) at beginning of year2018-12-31$25,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,935,439
Contract administrator fees2018-12-31$11,110
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : THE NEW TEACHER PROJECT 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,072,148
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,396,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,295,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,536,676
Value of total assets at end of year2017-12-31$34,941,329
Value of total assets at beginning of year2017-12-31$26,265,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$101,112
Total interest from all sources2017-12-31$1,370,407
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,256,683
Participant contributions at end of year2017-12-31$226,337
Participant contributions at beginning of year2017-12-31$188,776
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$711,056
Administrative expenses (other) incurred2017-12-31$615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,675,383
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,941,329
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,265,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$90,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,999,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,667,125
Interest on participant loans2017-12-31$9,704
Interest earned on other investments2017-12-31$1,360,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$690,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$394,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,165,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,568,937
Employer contributions (assets) at end of year2017-12-31$25,047
Employer contributions (assets) at beginning of year2017-12-31$15,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,295,653
Contract administrator fees2017-12-31$10,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : THE NEW TEACHER PROJECT 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,276,641
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,322,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,239,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,111,090
Value of total assets at end of year2016-12-31$26,265,946
Value of total assets at beginning of year2016-12-31$21,311,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$82,968
Total interest from all sources2016-12-31$14,545
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$774,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$774,161
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,170,670
Participant contributions at end of year2016-12-31$188,776
Participant contributions at beginning of year2016-12-31$135,617
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$470,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,954,246
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,265,946
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,311,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$74,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,667,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,816,963
Interest on participant loans2016-12-31$7,777
Interest earned on other investments2016-12-31$6,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$394,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$337,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,376,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,470,306
Employer contributions (assets) at end of year2016-12-31$15,869
Employer contributions (assets) at beginning of year2016-12-31$21,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,239,427
Contract administrator fees2016-12-31$8,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728945
2015 : THE NEW TEACHER PROJECT 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,167,642
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,243,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,165,410
Expenses. Certain deemed distributions of participant loans2015-12-31$2,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,513,809
Value of total assets at end of year2015-12-31$21,311,700
Value of total assets at beginning of year2015-12-31$18,387,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$75,358
Total interest from all sources2015-12-31$12,967
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$813,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$813,102
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,997,894
Participant contributions at end of year2015-12-31$135,617
Participant contributions at beginning of year2015-12-31$84,807
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$129,798
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$187,222
Administrative expenses (other) incurred2015-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,924,058
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,311,700
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,387,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$69,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,816,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,825,363
Interest on participant loans2015-12-31$5,722
Interest earned on other investments2015-12-31$7,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$337,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$271,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,172,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,328,693
Employer contributions (assets) at end of year2015-12-31$21,279
Employer contributions (assets) at beginning of year2015-12-31$76,080
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,165,410
Contract administrator fees2015-12-31$5,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2015-12-31271728945
2014 : THE NEW TEACHER PROJECT 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,664,796
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,658,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,654,881
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,727,416
Value of total assets at end of year2014-12-31$18,387,642
Value of total assets at beginning of year2014-12-31$15,381,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,750
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$11,617
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$281,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$281,184
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$2,450,443
Participant contributions at end of year2014-12-31$84,807
Participant contributions at beginning of year2014-12-31$76,591
Participant contributions at end of year2014-12-31$129,798
Participant contributions at beginning of year2014-12-31$162,134
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$158,911
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$540
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,006,165
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,387,642
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,381,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,825,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,789,004
Interest on participant loans2014-12-31$3,911
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$7,706
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$271,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$269,506
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$644,039
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,118,062
Employer contributions (assets) at end of year2014-12-31$76,080
Employer contributions (assets) at beginning of year2014-12-31$84,242
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,654,881
Contract administrator fees2014-12-31$3,750
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31OCONNOR DAVIES, LLP
Accountancy firm EIN2014-12-31271728945
2013 : THE NEW TEACHER PROJECT 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,819,037
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$742,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$740,441
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,255,431
Value of total assets at end of year2013-12-31$15,381,477
Value of total assets at beginning of year2013-12-31$10,305,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,544
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$12,361
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$151,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$151,334
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$2,122,224
Participant contributions at end of year2013-12-31$76,591
Participant contributions at beginning of year2013-12-31$80,360
Participant contributions at end of year2013-12-31$162,134
Participant contributions at beginning of year2013-12-31$82,740
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$178,890
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$168
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,076,052
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,381,477
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,305,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,789,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,796,059
Interest on participant loans2013-12-31$3,659
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$8,702
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$269,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$300,173
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,399,911
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$954,317
Employer contributions (assets) at end of year2013-12-31$84,242
Employer contributions (assets) at beginning of year2013-12-31$46,093
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$740,273
Contract administrator fees2013-12-31$2,544
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2013-12-31271728945
2012 : THE NEW TEACHER PROJECT 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,382,389
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$700,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$699,865
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,291,810
Value of total assets at end of year2012-12-31$10,305,425
Value of total assets at beginning of year2012-12-31$6,623,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$869
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$10,376
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$128,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$128,811
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$2,087,507
Participant contributions at end of year2012-12-31$80,360
Participant contributions at beginning of year2012-12-31$7,751
Participant contributions at end of year2012-12-31$82,740
Participant contributions at beginning of year2012-12-31$77,271
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$253,979
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$102
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$106
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,681,655
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,305,425
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,623,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,796,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,271,978
Interest on participant loans2012-12-31$2,555
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$7,821
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$300,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$207,611
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$951,286
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$950,324
Employer contributions (assets) at end of year2012-12-31$46,093
Employer contributions (assets) at beginning of year2012-12-31$59,159
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$699,763
Contract administrator fees2012-12-31$869
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2012-12-31271728945
2011 : THE NEW TEACHER PROJECT 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$2,383,425
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$510,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$509,694
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,599,316
Value of total assets at end of year2011-12-31$6,623,770
Value of total assets at beginning of year2011-12-31$4,750,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$433
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$4,329
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$66,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$66,960
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$1,726,536
Participant contributions at end of year2011-12-31$7,751
Participant contributions at beginning of year2011-12-31$13,533
Participant contributions at end of year2011-12-31$77,271
Participant contributions at beginning of year2011-12-31$44,764
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$86,979
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$113
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,873,298
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,623,770
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,750,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,271,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,117,077
Interest on participant loans2011-12-31$503
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$3,826
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$207,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$86,431
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-287,293
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$785,801
Employer contributions (assets) at end of year2011-12-31$59,159
Employer contributions (assets) at beginning of year2011-12-31$488,667
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$509,694
Contract administrator fees2011-12-31$433
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2011-12-31271728945
2010 : THE NEW TEACHER PROJECT 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$2,246,113
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$391,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$386,620
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,700,423
Value of total assets at end of year2010-12-31$4,750,472
Value of total assets at beginning of year2010-12-31$2,895,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,388
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$2,680
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$40,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$40,139
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$1,164,450
Participant contributions at end of year2010-12-31$13,533
Participant contributions at beginning of year2010-12-31$7,177
Participant contributions at end of year2010-12-31$44,764
Participant contributions at beginning of year2010-12-31$5
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$47,306
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$692
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,855,105
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,750,472
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,895,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,117,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,395,310
Interest on participant loans2010-12-31$399
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$2,281
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$86,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$68,582
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$502,871
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$488,667
Employer contributions (assets) at end of year2010-12-31$488,667
Employer contributions (assets) at beginning of year2010-12-31$424,293
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$385,928
Contract administrator fees2010-12-31$4,388
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31OCONNOR DAVIES MUNNS & DOBBINS LLP
Accountancy firm EIN2010-12-31133385019
2009 : THE NEW TEACHER PROJECT 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE NEW TEACHER PROJECT 403(B) PLAN

2022: THE NEW TEACHER PROJECT 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE NEW TEACHER PROJECT 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE NEW TEACHER PROJECT 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE NEW TEACHER PROJECT 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE NEW TEACHER PROJECT 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE NEW TEACHER PROJECT 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE NEW TEACHER PROJECT 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE NEW TEACHER PROJECT 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE NEW TEACHER PROJECT 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE NEW TEACHER PROJECT 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE NEW TEACHER PROJECT 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE NEW TEACHER PROJECT 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE NEW TEACHER PROJECT 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: THE NEW TEACHER PROJECT 403(B) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780783.01
Policy instance 1
Insurance contract or identification number780783.01
Number of Individuals Covered917
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61616
Policy instance 1
Insurance contract or identification numberMR 61616
Number of Individuals Covered718
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61616
Policy instance 1
Insurance contract or identification numberMR 61616
Number of Individuals Covered543
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61616
Policy instance 1
Insurance contract or identification numberMR 61616
Number of Individuals Covered551
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61616
Policy instance 1
Insurance contract or identification numberMR 61616
Number of Individuals Covered536
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61616
Policy instance 1
Insurance contract or identification numberMR 61616
Number of Individuals Covered527
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 2
Insurance contract or identification number441463
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $642
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $642
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerAGENT/BROKER COMPENSATION
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered533
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $685
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $481
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered482
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,588
Total amount of fees paid to insurance companyUSD $2,757
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,830
Amount paid for insurance broker fees2757
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered449
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,811
Total amount of fees paid to insurance companyUSD $318
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,000
Amount paid for insurance broker fees214
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered393
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,542
Total amount of fees paid to insurance companyUSD $321
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered306
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,197
Total amount of fees paid to insurance companyUSD $188
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,197
Amount paid for insurance broker fees188
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameT B S AGENCY INC

Potentially related plans

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

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

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

See full terms and conditions

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