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THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 401k Plan overview

Plan NameTHE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1
Plan identification number 001

THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

INSTITUTE FOR SUPPLY MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE FOR SUPPLY MANAGEMENT
Employer identification number (EIN):135265940
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-09-01
0012021-09-01
0012020-09-01
0012019-09-01
0012018-09-01TRINA DEWITT2020-06-01
0012017-09-01TRINA DEWITT2019-06-10
0012016-09-01
0012015-09-01
0012014-09-01
0012013-09-01VALERIE HERDMAN
0012012-09-01SUE ROSWURM
0012011-09-01SUE ROSWURM
0012010-09-01SUE ROSWURM
0012009-09-01MARCIA ARNESON

Plan Statistics for THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1

401k plan membership statisitcs for THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1

Measure Date Value
2022: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2022 401k membership
Total participants, beginning-of-year2022-09-01220
Total number of active participants reported on line 7a of the Form 55002022-09-0154
Number of retired or separated participants receiving benefits2022-09-010
Number of other retired or separated participants entitled to future benefits2022-09-01163
Total of all active and inactive participants2022-09-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-09-013
Total participants2022-09-01220
Number of participants with account balances2022-09-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-09-014
2021: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2021 401k membership
Total participants, beginning-of-year2021-09-01219
Total number of active participants reported on line 7a of the Form 55002021-09-0152
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-01168
Total of all active and inactive participants2021-09-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-011
Total participants2021-09-01221
Number of participants with account balances2021-09-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-014
2020: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2020 401k membership
Total participants, beginning-of-year2020-09-01227
Total number of active participants reported on line 7a of the Form 55002020-09-0151
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-01169
Total of all active and inactive participants2020-09-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-011
Total participants2020-09-01221
Number of participants with account balances2020-09-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-013
2019: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2019 401k membership
Total participants, beginning-of-year2019-09-01228
Total number of active participants reported on line 7a of the Form 55002019-09-0156
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-01170
Total of all active and inactive participants2019-09-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-011
Total participants2019-09-01227
Number of participants with account balances2019-09-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2018 401k membership
Total participants, beginning-of-year2018-09-01389
Total number of active participants reported on line 7a of the Form 55002018-09-01108
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-01268
Total of all active and inactive participants2018-09-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01376
Number of participants with account balances2018-09-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-011
2017: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2017 401k membership
Total participants, beginning-of-year2017-09-01376
Total number of active participants reported on line 7a of the Form 55002017-09-01116
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-01273
Total of all active and inactive participants2017-09-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01389
Number of participants with account balances2017-09-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-014
2016: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2016 401k membership
Total participants, beginning-of-year2016-09-01380
Total number of active participants reported on line 7a of the Form 55002016-09-01119
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-01255
Total of all active and inactive participants2016-09-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-012
Total participants2016-09-01376
Number of participants with account balances2016-09-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-014
2015: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2015 401k membership
Total participants, beginning-of-year2015-09-01380
Total number of active participants reported on line 7a of the Form 55002015-09-01124
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-01256
Total of all active and inactive participants2015-09-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01380
Number of participants with account balances2015-09-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-014
2014: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2014 401k membership
Total participants, beginning-of-year2014-09-01357
Total number of active participants reported on line 7a of the Form 55002014-09-01114
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-01261
Total of all active and inactive participants2014-09-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-013
Total participants2014-09-01378
Number of participants with account balances2014-09-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2013 401k membership
Total participants, beginning-of-year2013-09-01193
Total number of active participants reported on line 7a of the Form 55002013-09-0158
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-01141
Total of all active and inactive participants2013-09-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01199
Number of participants with account balances2013-09-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-014
2012: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2012 401k membership
Total participants, beginning-of-year2012-09-01195
Total number of active participants reported on line 7a of the Form 55002012-09-0162
Number of retired or separated participants receiving benefits2012-09-0130
Number of other retired or separated participants entitled to future benefits2012-09-01104
Total of all active and inactive participants2012-09-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-011
Total participants2012-09-01197
Number of participants with account balances2012-09-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-012
2011: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2011 401k membership
Total participants, beginning-of-year2011-09-01235
Total number of active participants reported on line 7a of the Form 55002011-09-0171
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-01124
Total of all active and inactive participants2011-09-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01195
Number of participants with account balances2011-09-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-013
2010: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2010 401k membership
Total participants, beginning-of-year2010-09-01203
Total number of active participants reported on line 7a of the Form 55002010-09-0161
Number of other retired or separated participants entitled to future benefits2010-09-01186
Total of all active and inactive participants2010-09-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01247
Number of participants with account balances2010-09-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-012
2009: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2009 401k membership
Total participants, beginning-of-year2009-09-01202
Total number of active participants reported on line 7a of the Form 55002009-09-0167
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-01139
Total of all active and inactive participants2009-09-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-012
Total participants2009-09-01208
Number of participants with account balances2009-09-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1

Measure Date Value
2023 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-08-31$0
Total income from all sources (including contributions)2023-08-31$2,001,377
Total loss/gain on sale of assets2023-08-31$0
Total of all expenses incurred2023-08-31$1,479,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-08-31$1,459,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-08-31$641,073
Value of total assets at end of year2023-08-31$14,149,916
Value of total assets at beginning of year2023-08-31$13,628,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-08-31$20,265
Total interest from all sources2023-08-31$147,027
Total dividends received (eg from common stock, registered investment company shares)2023-08-31$94,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-08-31$94,158
Administrative expenses professional fees incurred2023-08-31$12,075
Was this plan covered by a fidelity bond2023-08-31Yes
Value of fidelity bond cover2023-08-31$500,000
If this is an individual account plan, was there a blackout period2023-08-31No
Were there any nonexempt tranactions with any party-in-interest2023-08-31No
Other income not declared elsewhere2023-08-31$13,633
Administrative expenses (other) incurred2023-08-31$4,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Value of net income/loss2023-08-31$521,834
Value of net assets at end of year (total assets less liabilities)2023-08-31$14,149,916
Value of net assets at beginning of year (total assets less liabilities)2023-08-31$13,628,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-08-31No
Were any leases to which the plan was party in default or uncollectible2023-08-31No
Investment advisory and management fees2023-08-31$3,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-08-31$10,727,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-08-31$9,792,157
Value of interest in pooled separate accounts at end of year2023-08-31$275,068
Value of interest in pooled separate accounts at beginning of year2023-08-31$553,491
Interest earned on other investments2023-08-31$147,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-08-31$3,147,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-08-31$3,282,434
Expenses. Payments to insurance carriers foe the provision of benefits2023-08-31$84,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-08-31$1,156,002
Net investment gain/loss from pooled separate accounts2023-08-31$-50,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-08-31No
Was there a failure to transmit to the plan any participant contributions2023-08-31No
Has the plan failed to provide any benefit when due under the plan2023-08-31No
Contributions received in cash from employer2023-08-31$641,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-08-31$1,374,826
Did the plan have assets held for investment2023-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-08-31No
Opinion of an independent qualified public accountant for this plan2023-08-31Unqualified
Accountancy firm name2023-08-31FORVIS, LLP.
Accountancy firm EIN2023-08-31440160260
2022 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$-1,309,488
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$1,492,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$1,470,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$563,491
Value of total assets at end of year2022-08-31$13,628,082
Value of total assets at beginning of year2022-08-31$16,430,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$21,913
Total interest from all sources2022-08-31$126,569
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$144,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$144,213
Administrative expenses professional fees incurred2022-08-31$11,298
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Other income not declared elsewhere2022-08-31$18,335
Administrative expenses (other) incurred2022-08-31$5,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-2,802,087
Value of net assets at end of year (total assets less liabilities)2022-08-31$13,628,082
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$16,430,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Investment advisory and management fees2022-08-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$9,792,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$12,664,298
Value of interest in pooled separate accounts at end of year2022-08-31$553,491
Value of interest in pooled separate accounts at beginning of year2022-08-31$477,938
Interest earned on other investments2022-08-31$126,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-08-31$3,282,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-08-31$3,287,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-2,259,253
Net investment gain/loss from pooled separate accounts2022-08-31$97,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$563,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$1,470,686
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31FORVIS
Accountancy firm EIN2022-08-31440160260
2021 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$3,104,763
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$843,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$821,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$569,230
Value of total assets at end of year2021-08-31$16,430,169
Value of total assets at beginning of year2021-08-31$14,169,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$22,039
Total interest from all sources2021-08-31$121,031
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$29,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$29,685
Administrative expenses professional fees incurred2021-08-31$4,616
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Funding deficiency by the employer to the plan for this plan year2021-08-31$0
Minimum employer required contribution for this plan year2021-08-31$569,230
Amount contributed by the employer to the plan for this plan year2021-08-31$569,230
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Other income not declared elsewhere2021-08-31$21,164
Administrative expenses (other) incurred2021-08-31$2,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$2,260,811
Value of net assets at end of year (total assets less liabilities)2021-08-31$16,430,169
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$14,169,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Investment advisory and management fees2021-08-31$15,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$12,664,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$10,547,203
Value of interest in pooled separate accounts at end of year2021-08-31$477,938
Value of interest in pooled separate accounts at beginning of year2021-08-31$426,397
Interest earned on other investments2021-08-31$121,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-08-31$3,287,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-08-31$3,195,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$2,320,468
Net investment gain/loss from pooled separate accounts2021-08-31$43,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$569,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$821,913
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31FORVIS
Accountancy firm EIN2021-08-31440160260
2020 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$2,194,372
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$530,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$477,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$546,128
Value of total assets at end of year2020-08-31$14,169,358
Value of total assets at beginning of year2020-08-31$12,505,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$53,027
Total interest from all sources2020-08-31$126,463
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-31$52,998
Other income not declared elsewhere2020-08-31$8,037
Administrative expenses (other) incurred2020-08-31$53,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$1,663,767
Value of net assets at end of year (total assets less liabilities)2020-08-31$14,169,358
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$12,505,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$10,547,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$8,857,451
Value of interest in pooled separate accounts at end of year2020-08-31$426,397
Value of interest in pooled separate accounts at beginning of year2020-08-31$453,563
Interest earned on other investments2020-08-31$126,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$3,195,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$3,141,579
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$3,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$1,513,206
Net investment gain/loss from pooled separate accounts2020-08-31$538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$546,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$474,100
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31SCHMIDT WESTERGARD & COMPANY, PLLC
Accountancy firm EIN2020-08-31860271207
2019 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$735,861
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$1,362,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$1,362,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$558,589
Value of total assets at end of year2019-08-31$12,505,591
Value of total assets at beginning of year2019-08-31$13,131,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$0
Total interest from all sources2019-08-31$133,342
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Funding deficiency by the employer to the plan for this plan year2019-08-31$0
Minimum employer required contribution for this plan year2019-08-31$0
Amount contributed by the employer to the plan for this plan year2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-31$52,998
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-31$55,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$-626,146
Value of net assets at end of year (total assets less liabilities)2019-08-31$12,505,591
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$13,131,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$8,857,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$9,359,984
Value of interest in pooled separate accounts at end of year2019-08-31$453,563
Value of interest in pooled separate accounts at beginning of year2019-08-31$440,191
Interest earned on other investments2019-08-31$133,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$3,141,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-31$3,275,819
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$189,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$22,178
Net investment gain/loss from pooled separate accounts2019-08-31$21,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$558,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$1,172,092
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31SCHMIDT WESTERGARD & COMPANY, PLLC
Accountancy firm EIN2019-08-31860271207
2018 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$1,790,943
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$645,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$645,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$518,160
Value of total assets at end of year2018-08-31$13,131,737
Value of total assets at beginning of year2018-08-31$11,985,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$0
Total interest from all sources2018-08-31$132,168
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Funding deficiency by the employer to the plan for this plan year2018-08-31$0
Minimum employer required contribution for this plan year2018-08-31$0
Amount contributed by the employer to the plan for this plan year2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$55,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$54,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$1,145,881
Value of net assets at end of year (total assets less liabilities)2018-08-31$13,131,737
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$11,985,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$9,359,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$8,301,329
Value of interest in pooled separate accounts at end of year2018-08-31$440,191
Value of interest in pooled separate accounts at beginning of year2018-08-31$433,414
Interest earned on other investments2018-08-31$132,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$3,275,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$3,178,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$1,117,180
Net investment gain/loss from pooled separate accounts2018-08-31$23,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$518,160
Employer contributions (assets) at end of year2018-08-31$0
Employer contributions (assets) at beginning of year2018-08-31$17,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$645,062
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31SCHMIDT WESTERGARD & COMPANY, PLLC
Accountancy firm EIN2018-08-31860271207
2017 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$1,719,195
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$667,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$667,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$482,533
Value of total assets at end of year2017-08-31$11,985,856
Value of total assets at beginning of year2017-08-31$10,934,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$0
Total interest from all sources2017-08-31$134,632
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$54,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$54,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$1,051,533
Value of net assets at end of year (total assets less liabilities)2017-08-31$11,985,856
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$10,934,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$8,301,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$7,285,005
Value of interest in pooled separate accounts at end of year2017-08-31$433,414
Value of interest in pooled separate accounts at beginning of year2017-08-31$456,756
Interest earned on other investments2017-08-31$134,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$3,178,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$3,138,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$1,084,028
Net investment gain/loss from pooled separate accounts2017-08-31$18,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$482,533
Employer contributions (assets) at end of year2017-08-31$17,588
Employer contributions (assets) at beginning of year2017-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$667,662
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31RSM US LLP
Accountancy firm EIN2017-08-31420714325
2016 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2016 401k financial data
Total income from all sources (including contributions)2016-08-31$1,199,971
Total of all expenses incurred2016-08-31$970,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$970,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$545,869
Value of total assets at end of year2016-08-31$10,934,323
Value of total assets at beginning of year2016-08-31$10,704,395
Total interest from all sources2016-08-31$133,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Funding deficiency by the employer to the plan for this plan year2016-08-31$0
Minimum employer required contribution for this plan year2016-08-31$0
Amount contributed by the employer to the plan for this plan year2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$54,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$65,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$229,928
Value of net assets at end of year (total assets less liabilities)2016-08-31$10,934,323
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$10,704,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$7,285,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$7,033,278
Value of interest in pooled separate accounts at end of year2016-08-31$456,756
Value of interest in pooled separate accounts at beginning of year2016-08-31$474,473
Interest earned on other investments2016-08-31$133,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$3,138,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$3,111,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$494,072
Net investment gain/loss from pooled separate accounts2016-08-31$26,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$545,869
Employer contributions (assets) at end of year2016-08-31$0
Employer contributions (assets) at beginning of year2016-08-31$19,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$970,043
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31RSM US LLP
Accountancy firm EIN2016-08-31420714325
2015 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2015 401k financial data
Total income from all sources (including contributions)2015-08-31$548,773
Total of all expenses incurred2015-08-31$1,122,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$1,122,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$463,570
Value of total assets at end of year2015-08-31$10,704,395
Value of total assets at beginning of year2015-08-31$11,277,644
Total interest from all sources2015-08-31$128,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Funding deficiency by the employer to the plan for this plan year2015-08-31$0
Minimum employer required contribution for this plan year2015-08-31$463,570
Amount contributed by the employer to the plan for this plan year2015-08-31$463,570
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$65,805
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$68,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-573,249
Value of net assets at end of year (total assets less liabilities)2015-08-31$10,704,395
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$11,277,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$7,033,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$7,815,169
Value of interest in pooled separate accounts at end of year2015-08-31$474,473
Value of interest in pooled separate accounts at beginning of year2015-08-31$414,310
Interest earned on other investments2015-08-31$128,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$3,111,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$2,979,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-89,781
Net investment gain/loss from pooled separate accounts2015-08-31$46,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$463,570
Employer contributions (assets) at end of year2015-08-31$19,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$1,122,022
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31RSM US LLP
Accountancy firm EIN2015-08-31420714325
2014 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$2,003,276
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$1,002,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$1,002,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$467,566
Value of total assets at end of year2014-08-31$11,277,644
Value of total assets at beginning of year2014-08-31$10,276,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$0
Total interest from all sources2014-08-31$123,590
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Funding deficiency by the employer to the plan for this plan year2014-08-31$0
Minimum employer required contribution for this plan year2014-08-31$467,566
Amount contributed by the employer to the plan for this plan year2014-08-31$467,566
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$68,554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$67,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$1,001,189
Value of net assets at end of year (total assets less liabilities)2014-08-31$11,277,644
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$10,276,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$7,815,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$6,898,771
Value of interest in pooled separate accounts at end of year2014-08-31$414,310
Value of interest in pooled separate accounts at beginning of year2014-08-31$436,554
Interest earned on other investments2014-08-31$123,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$2,979,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$2,855,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$1,369,156
Net investment gain/loss from pooled separate accounts2014-08-31$42,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$467,566
Employer contributions (assets) at beginning of year2014-08-31$18,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$1,002,087
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31MCGLADREY LLP
Accountancy firm EIN2014-08-31420714325
2013 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$1,493,099
Total of all expenses incurred2013-08-31$802,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$802,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$477,014
Value of total assets at end of year2013-08-31$10,276,455
Value of total assets at beginning of year2013-08-31$9,585,690
Total interest from all sources2013-08-31$117,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Funding deficiency by the employer to the plan for this plan year2013-08-31$0
Minimum employer required contribution for this plan year2013-08-31$477,014
Amount contributed by the employer to the plan for this plan year2013-08-31$477,014
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$67,541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$390,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$690,765
Value of net assets at end of year (total assets less liabilities)2013-08-31$10,276,455
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$9,585,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$6,898,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$6,199,541
Value of interest in pooled separate accounts at end of year2013-08-31$436,554
Value of interest in pooled separate accounts at beginning of year2013-08-31$412,803
Interest earned on other investments2013-08-31$117,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$2,855,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$2,557,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$864,291
Net investment gain/loss from pooled separate accounts2013-08-31$34,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$477,014
Employer contributions (assets) at end of year2013-08-31$18,228
Employer contributions (assets) at beginning of year2013-08-31$24,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$802,334
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31MCGLADREY LLP
Accountancy firm EIN2013-08-31420714325
2012 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$1,280,867
Total of all expenses incurred2012-08-31$210,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$210,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$525,479
Value of total assets at end of year2012-08-31$9,585,690
Value of total assets at beginning of year2012-08-31$8,515,676
Total interest from all sources2012-08-31$110,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Funding deficiency by the employer to the plan for this plan year2012-08-31$0
Minimum employer required contribution for this plan year2012-08-31$306,376
Amount contributed by the employer to the plan for this plan year2012-08-31$306,376
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Assets. Other investments not covered elsewhere at end of year2012-08-31$6,199,541
Assets. Other investments not covered elsewhere at beginning of year2012-08-31$5,284,843
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$390,699
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$377,306
Other income not declared elsewhere2012-08-31$604,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$1,070,014
Value of net assets at end of year (total assets less liabilities)2012-08-31$9,585,690
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$8,515,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in pooled separate accounts at end of year2012-08-31$412,803
Value of interest in pooled separate accounts at beginning of year2012-08-31$420,209
Interest earned on other investments2012-08-31$110,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$2,557,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$2,411,769
Net investment gain/loss from pooled separate accounts2012-08-31$39,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$525,479
Employer contributions (assets) at end of year2012-08-31$24,853
Employer contributions (assets) at beginning of year2012-08-31$21,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$210,853
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31MCGLADREY LLP
Accountancy firm EIN2012-08-31420714325
2011 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$1,305,224
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$315,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$315,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$456,866
Value of total assets at end of year2011-08-31$8,515,676
Value of total assets at beginning of year2011-08-31$7,525,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$0
Total interest from all sources2011-08-31$101,985
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Funding deficiency by the employer to the plan for this plan year2011-08-31$0
Minimum employer required contribution for this plan year2011-08-31$270,295
Amount contributed by the employer to the plan for this plan year2011-08-31$270,295
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Assets. Other investments not covered elsewhere at end of year2011-08-31$5,105,061
Assets. Other investments not covered elsewhere at beginning of year2011-08-31$4,453,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$377,306
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$361,179
Other income not declared elsewhere2011-08-31$672,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$990,080
Value of net assets at end of year (total assets less liabilities)2011-08-31$8,515,676
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$7,525,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$179,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$82,177
Value of interest in pooled separate accounts at end of year2011-08-31$420,209
Value of interest in pooled separate accounts at beginning of year2011-08-31$348,119
Interest earned on other investments2011-08-31$101,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$2,411,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$2,251,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$9,915
Net investment gain/loss from pooled separate accounts2011-08-31$64,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$456,866
Employer contributions (assets) at end of year2011-08-31$21,549
Employer contributions (assets) at beginning of year2011-08-31$28,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$315,144
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31MCGLADREY LLP
Accountancy firm EIN2011-08-31420714325
2010 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0
Funding deficiency by the employer to the plan for this plan year2010-08-31$0
Minimum employer required contribution for this plan year2010-08-31$232,801
Amount contributed by the employer to the plan for this plan year2010-08-31$232,801
2009 : THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2009 401k financial data
Transfers to/from the plan2009-08-31$3,911,155
Total income from all sources2009-08-31$-142,507
Expenses. Total of all expenses incurred2009-08-31$124,327
Benefits paid (including direct rollovers)2009-08-31$124,327
Total plan assets at end of year2009-08-31$7,064,915
Total plan assets at beginning of year2009-08-31$3,420,594
Other income received2009-08-31$-623,290
Net income (gross income less expenses)2009-08-31$-266,834
Net plan assets at end of year (total assets less liabilities)2009-08-31$7,064,915
Net plan assets at beginning of year (total assets less liabilities)2009-08-31$3,420,594
Total contributions received or receivable from employer(s)2009-08-31$480,783
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-08-31$0
Funding deficiency by the employer to the plan for this plan year2009-08-31$0
Minimum employer required contribution for this plan year2009-08-31$291,278
Amount contributed by the employer to the plan for this plan year2009-08-31$291,278

Form 5500 Responses for THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1

2022: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Submission has been amendedNo
2022-09-01This submission is the final filingNo
2022-09-01This return/report is a short plan year return/report (less than 12 months)No
2022-09-01Plan is a collectively bargained planNo
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan benefit arrangement – InsuranceYes
2022-09-01Plan benefit arrangement - TrustYes
2021: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: THE INSTITUTE FOR SUPPLY MANAGEMENT TIAA-CREF RETIREMENT PLAN NO. 1 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346098
Policy instance 1
Insurance contract or identification number346098
Number of Individuals Covered194
Insurance policy start date2022-09-01
Insurance policy end date2023-08-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346098
Policy instance 1
Insurance contract or identification number346098
Number of Individuals Covered204
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346098
Policy instance 1
Insurance contract or identification number346098
Number of Individuals Covered215
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346099
Policy instance 1
Insurance contract or identification number346099
Number of Individuals Covered0
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346098
Policy instance 2
Insurance contract or identification number346098
Number of Individuals Covered227
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346099
Policy instance 1
Insurance contract or identification number346099
Number of Individuals Covered163
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346098
Policy instance 2
Insurance contract or identification number346098
Number of Individuals Covered211
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346098
Policy instance 2
Insurance contract or identification number346098
Number of Individuals Covered217
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346099
Policy instance 1
Insurance contract or identification number346099
Number of Individuals Covered168
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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