401k Plan data: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN plan

INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 401k Plan overview

Plan Name	INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN
Plan identification number	002

INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

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 INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-09-01
002 2021-09-01
002 2020-09-01
002 2019-09-01
002 2018-09-01 TRINA DEWITT 2020-06-01
002 2017-09-01 TRINA DEWITT 2019-06-10
002 2016-09-01
002 2015-09-01
002 2014-09-01
002 2013-09-01 VALERIE HERDMAN
002 2012-09-01 SUE ROSWURM
002 2011-09-01 SUE ROSWURM
002 2009-09-01 MARCIA ARNESON

Plan Statistics for INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN

401k plan membership statisitcs for INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN

Measure Date Value
2022: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2022 401k membership
Total participants, beginning-of-year 2022-09-01 169
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 53
Number of retired or separated participants receiving benefits 2022-09-01 0
Number of other retired or separated participants entitled to future benefits 2022-09-01 112
Total of all active and inactive participants 2022-09-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-09-01 4
Total participants 2022-09-01 169
Number of participants with account balances 2022-09-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-09-01 0
2021: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 166
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 51
Number of retired or separated participants receiving benefits 2021-09-01 0
Number of other retired or separated participants entitled to future benefits 2021-09-01 118
Total of all active and inactive participants 2021-09-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 3
Total participants 2021-09-01 172
Number of participants with account balances 2021-09-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 0
2020: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 169
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 49
Number of retired or separated participants receiving benefits 2020-09-01 0
Number of other retired or separated participants entitled to future benefits 2020-09-01 117
Total of all active and inactive participants 2020-09-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 0
Total participants 2020-09-01 166
Number of participants with account balances 2020-09-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 0
2019: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 169
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 55
Number of retired or separated participants receiving benefits 2019-09-01 0
Number of other retired or separated participants entitled to future benefits 2019-09-01 114
Total of all active and inactive participants 2019-09-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 169
Number of participants with account balances 2019-09-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 177
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 55
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 118
Total of all active and inactive participants 2018-09-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 173
Number of participants with account balances 2018-09-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 173
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 60
Number of retired or separated participants receiving benefits 2017-09-01 0
Number of other retired or separated participants entitled to future benefits 2017-09-01 117
Total of all active and inactive participants 2017-09-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 177
Number of participants with account balances 2017-09-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 174
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 63
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 109
Total of all active and inactive participants 2016-09-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 1
Total participants 2016-09-01 173
Number of participants with account balances 2016-09-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 178
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 64
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 110
Total of all active and inactive participants 2015-09-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 174
Number of participants with account balances 2015-09-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 174
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 58
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 117
Total of all active and inactive participants 2014-09-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 2
Total participants 2014-09-01 177
Number of participants with account balances 2014-09-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 164
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 57
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 117
Total of all active and inactive participants 2013-09-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 174
Number of participants with account balances 2013-09-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 169
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 52
Number of retired or separated participants receiving benefits 2012-09-01 25
Number of other retired or separated participants entitled to future benefits 2012-09-01 102
Total of all active and inactive participants 2012-09-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 1
Total participants 2012-09-01 180
Number of participants with account balances 2012-09-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 180
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 69
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 100
Total of all active and inactive participants 2011-09-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 169
Number of participants with account balances 2011-09-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2009: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 186
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 67
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 100
Total of all active and inactive participants 2009-09-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 1
Total participants 2009-09-01 168
Number of participants with account balances 2009-09-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2022: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2022 401k membership
Total participants, beginning-of-year	2022-09-01	169
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	53
Number of retired or separated participants receiving benefits	2022-09-01	0
Number of other retired or separated participants entitled to future benefits	2022-09-01	112
Total of all active and inactive participants	2022-09-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-09-01	4
Total participants	2022-09-01	169
Number of participants with account balances	2022-09-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-09-01	0
2021: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	166
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	51
Number of retired or separated participants receiving benefits	2021-09-01	0
Number of other retired or separated participants entitled to future benefits	2021-09-01	118
Total of all active and inactive participants	2021-09-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	3
Total participants	2021-09-01	172
Number of participants with account balances	2021-09-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	0
2020: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	169
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	49
Number of retired or separated participants receiving benefits	2020-09-01	0
Number of other retired or separated participants entitled to future benefits	2020-09-01	117
Total of all active and inactive participants	2020-09-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	0
Total participants	2020-09-01	166
Number of participants with account balances	2020-09-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	0
2019: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	169
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	55
Number of retired or separated participants receiving benefits	2019-09-01	0
Number of other retired or separated participants entitled to future benefits	2019-09-01	114
Total of all active and inactive participants	2019-09-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	169
Number of participants with account balances	2019-09-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	177
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	55
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	118
Total of all active and inactive participants	2018-09-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	173
Number of participants with account balances	2018-09-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	173
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	60
Number of retired or separated participants receiving benefits	2017-09-01	0
Number of other retired or separated participants entitled to future benefits	2017-09-01	117
Total of all active and inactive participants	2017-09-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	177
Number of participants with account balances	2017-09-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	174
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	63
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	109
Total of all active and inactive participants	2016-09-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	1
Total participants	2016-09-01	173
Number of participants with account balances	2016-09-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	178
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	64
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	110
Total of all active and inactive participants	2015-09-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	174
Number of participants with account balances	2015-09-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	174
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	58
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	117
Total of all active and inactive participants	2014-09-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	2
Total participants	2014-09-01	177
Number of participants with account balances	2014-09-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	164
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	57
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	117
Total of all active and inactive participants	2013-09-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	174
Number of participants with account balances	2013-09-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	169
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	52
Number of retired or separated participants receiving benefits	2012-09-01	25
Number of other retired or separated participants entitled to future benefits	2012-09-01	102
Total of all active and inactive participants	2012-09-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	1
Total participants	2012-09-01	180
Number of participants with account balances	2012-09-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	180
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	69
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	100
Total of all active and inactive participants	2011-09-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	169
Number of participants with account balances	2011-09-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2009: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	186
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	67
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	100
Total of all active and inactive participants	2009-09-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	1
Total participants	2009-09-01	168
Number of participants with account balances	2009-09-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN

Measure	Date	Value
2023 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-08-31	$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	$1,414,083
Total loss/gain on sale of assets	2023-08-31	$0
Total of all expenses incurred	2023-08-31	$1,494,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-08-31	$1,472,729
Expenses. Certain deemed distributions of participant loans	2023-08-31	$5,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-08-31	$474,685
Value of total assets at end of year	2023-08-31	$10,379,262
Value of total assets at beginning of year	2023-08-31	$10,460,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-08-31	$16,957
Total interest from all sources	2023-08-31	$118,678
Total dividends received (eg from common stock, registered investment company shares)	2023-08-31	$58,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-08-31	$58,476
Administrative expenses professional fees incurred	2023-08-31	$12,075
Was this plan covered by a fidelity bond	2023-08-31	Yes
Value of fidelity bond cover	2023-08-31	$500,000
If this is an individual account plan, was there a blackout period	2023-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-08-31	No
Contributions received from participants	2023-08-31	$423,075
Participant contributions at end of year	2023-08-31	$13,449
Participant contributions at beginning of year	2023-08-31	$8,628
Income. Received or receivable in cash from other sources (including rollovers)	2023-08-31	$51,610
Other income not declared elsewhere	2023-08-31	$8,634
Administrative expenses (other) incurred	2023-08-31	$3,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Value of net income/loss	2023-08-31	$-80,906
Value of net assets at end of year (total assets less liabilities)	2023-08-31	$10,379,262
Value of net assets at beginning of year (total assets less liabilities)	2023-08-31	$10,460,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-08-31	No
Were any leases to which the plan was party in default or uncollectible	2023-08-31	No
Investment advisory and management fees	2023-08-31	$1,607
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-08-31	$7,508,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-08-31	$6,907,225
Value of interest in pooled separate accounts at end of year	2023-08-31	$313,949
Value of interest in pooled separate accounts at beginning of year	2023-08-31	$551,057
Interest on participant loans	2023-08-31	$872
Interest earned on other investments	2023-08-31	$117,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-08-31	$2,543,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-08-31	$2,993,258
Expenses. Payments to insurance carriers foe the provision of benefits	2023-08-31	$29,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-08-31	$809,331
Net investment gain/loss from pooled separate accounts	2023-08-31	$-55,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-08-31	No
Was there a failure to transmit to the plan any participant contributions	2023-08-31	No
Has the plan failed to provide any benefit when due under the plan	2023-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-08-31	$1,443,278
Did the plan have assets held for investment	2023-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-08-31	No
Opinion of an independent qualified public accountant for this plan	2023-08-31	Unqualified
Accountancy firm name	2023-08-31	FORVIS, LLP.
Accountancy firm EIN	2023-08-31	440160260
2022 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$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	$-909,209
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$1,166,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$1,151,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$368,034
Value of total assets at end of year	2022-08-31	$10,460,168
Value of total assets at beginning of year	2022-08-31	$12,535,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$14,496
Total interest from all sources	2022-08-31	$104,693
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$97,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$97,897
Administrative expenses professional fees incurred	2022-08-31	$10,500
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$345,029
Participant contributions at end of year	2022-08-31	$8,628
Participant contributions at beginning of year	2022-08-31	$4,799
Income. Received or receivable in cash from other sources (including rollovers)	2022-08-31	$23,005
Other income not declared elsewhere	2022-08-31	$11,308
Administrative expenses (other) incurred	2022-08-31	$3,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-2,075,440
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$10,460,168
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$12,535,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$6,907,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$9,157,911
Value of interest in pooled separate accounts at end of year	2022-08-31	$551,057
Value of interest in pooled separate accounts at beginning of year	2022-08-31	$478,227
Interest on participant loans	2022-08-31	$191
Interest earned on other investments	2022-08-31	$104,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-08-31	$2,993,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-08-31	$2,894,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-1,586,932
Net investment gain/loss from pooled separate accounts	2022-08-31	$95,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$1,151,735
Did the plan have assets held for investment	2022-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	FORVIS
Accountancy firm EIN	2022-08-31	440160260
2021 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-08-31	$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	$2,198,847
Total loss/gain on sale of assets	2021-08-31	$0
Total of all expenses incurred	2021-08-31	$457,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$447,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$370,720
Value of total assets at end of year	2021-08-31	$12,535,608
Value of total assets at beginning of year	2021-08-31	$10,794,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$9,986
Total interest from all sources	2021-08-31	$97,259
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$19,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-08-31	$19,604
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
If this is an individual account plan, was there a blackout period	2021-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Contributions received from participants	2021-08-31	$370,720
Participant contributions at end of year	2021-08-31	$4,799
Participant contributions at beginning of year	2021-08-31	$5,924
Other income not declared elsewhere	2021-08-31	$14,008
Administrative expenses (other) incurred	2021-08-31	$1,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$1,741,540
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$12,535,608
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$10,794,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Investment advisory and management fees	2021-08-31	$8,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$9,157,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$7,511,541
Value of interest in pooled separate accounts at end of year	2021-08-31	$478,227
Value of interest in pooled separate accounts at beginning of year	2021-08-31	$427,500
Interest earned on other investments	2021-08-31	$97,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-08-31	$2,894,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-08-31	$2,849,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$1,654,592
Net investment gain/loss from pooled separate accounts	2021-08-31	$42,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$447,321
Did the plan have assets held for investment	2021-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Disclaimer
Accountancy firm name	2021-08-31	FORVIS
Accountancy firm EIN	2021-08-31	440160260
2020 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-08-31	$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	$52,998
Total income from all sources (including contributions)	2020-08-31	$2,168,413
Total loss/gain on sale of assets	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$348,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$348,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$922,710
Value of total assets at end of year	2020-08-31	$10,794,068
Value of total assets at beginning of year	2020-08-31	$9,027,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$18
Total interest from all sources	2020-08-31	$95,065
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-08-31	$158
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$350,184
Participant contributions at end of year	2020-08-31	$5,924
Participant contributions at beginning of year	2020-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-08-31	$572,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-08-31	$52,998
Other income not declared elsewhere	2020-08-31	$58,433
Administrative expenses (other) incurred	2020-08-31	$18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$1,819,516
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$10,794,068
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$8,974,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$7,511,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$6,429,124
Value of interest in pooled separate accounts at end of year	2020-08-31	$427,500
Value of interest in pooled separate accounts at beginning of year	2020-08-31	$351,836
Interest earned on other investments	2020-08-31	$95,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-08-31	$2,849,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-08-31	$2,246,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$1,093,429
Net investment gain/loss from pooled separate accounts	2020-08-31	$-1,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$348,879
Did the plan have assets held for investment	2020-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	SCHMIDT WESTERGARD & COMPANY, PLLC
Accountancy firm EIN	2020-08-31	860271207
2019 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$52,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$55,743
Total income from all sources (including contributions)	2019-08-31	$819,343
Total loss/gain on sale of assets	2019-08-31	$0
Total of all expenses incurred	2019-08-31	$761,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$761,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$706,625
Value of total assets at end of year	2019-08-31	$9,027,550
Value of total assets at beginning of year	2019-08-31	$8,972,155
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$0
Total interest from all sources	2019-08-31	$84,500
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 year	2019-08-31	No
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Contributions received from participants	2019-08-31	$303,515
Income. Received or receivable in cash from other sources (including rollovers)	2019-08-31	$403,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-08-31	$52,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-08-31	$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 appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$58,140
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$8,974,552
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$8,916,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$6,429,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$6,453,853
Value of interest in pooled separate accounts at end of year	2019-08-31	$351,836
Value of interest in pooled separate accounts at beginning of year	2019-08-31	$323,901
Interest earned on other investments	2019-08-31	$84,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-08-31	$2,246,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-08-31	$2,194,401
Expenses. Payments to insurance carriers foe the provision of benefits	2019-08-31	$86,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$12,315
Net investment gain/loss from pooled separate accounts	2019-08-31	$15,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$674,681
Did the plan have assets held for investment	2019-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	SCHMIDT WESTERGARD & COMPANY, PLLC
Accountancy firm EIN	2019-08-31	860271207
2018 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$55,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$54,950
Total income from all sources (including contributions)	2018-08-31	$1,410,202
Total loss/gain on sale of assets	2018-08-31	$0
Total of all expenses incurred	2018-08-31	$330,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$330,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$490,942
Value of total assets at end of year	2018-08-31	$8,972,155
Value of total assets at beginning of year	2018-08-31	$7,891,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$0
Total interest from all sources	2018-08-31	$80,690
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 year	2018-08-31	No
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$289,950
Participant contributions at end of year	2018-08-31	$0
Participant contributions at beginning of year	2018-08-31	$10,672
Income. Received or receivable in cash from other sources (including rollovers)	2018-08-31	$200,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-08-31	$55,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-08-31	$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 appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$1,079,662
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$8,916,412
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$7,836,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$6,453,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$5,511,934
Value of interest in pooled separate accounts at end of year	2018-08-31	$323,901
Value of interest in pooled separate accounts at beginning of year	2018-08-31	$311,779
Interest earned on other investments	2018-08-31	$80,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-08-31	$2,194,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-08-31	$2,057,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$821,582
Net investment gain/loss from pooled separate accounts	2018-08-31	$16,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$330,540
Did the plan have assets held for investment	2018-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	No
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	SCHMIDT WESTERGARD & COMPANY, PLLC
Accountancy firm EIN	2018-08-31	860271207
2017 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$54,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$54,103
Total income from all sources (including contributions)	2017-08-31	$1,158,361
Total loss/gain on sale of assets	2017-08-31	$0
Total of all expenses incurred	2017-08-31	$419,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$419,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$318,443
Value of total assets at end of year	2017-08-31	$7,891,700
Value of total assets at beginning of year	2017-08-31	$7,152,015
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$0
Total interest from all sources	2017-08-31	$81,488
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 year	2017-08-31	No
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$279,777
Participant contributions at end of year	2017-08-31	$10,672
Participant contributions at beginning of year	2017-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-08-31	$38,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-08-31	$54,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-08-31	$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 appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$738,838
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$7,836,750
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$7,097,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$5,511,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$4,816,998
Value of interest in pooled separate accounts at end of year	2017-08-31	$311,779
Value of interest in pooled separate accounts at beginning of year	2017-08-31	$303,907
Interest earned on other investments	2017-08-31	$81,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-08-31	$2,057,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-08-31	$2,031,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$745,841
Net investment gain/loss from pooled separate accounts	2017-08-31	$12,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$419,523
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	No
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	RSM US LLP
Accountancy firm EIN	2017-08-31	420714325
2016 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$54,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$65,805
Total income from all sources (including contributions)	2016-08-31	$716,670
Total of all expenses incurred	2016-08-31	$485,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$485,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$313,786
Value of total assets at end of year	2016-08-31	$7,152,015
Value of total assets at beginning of year	2016-08-31	$6,932,337
Total interest from all sources	2016-08-31	$80,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$500,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Contributions received from participants	2016-08-31	$313,786
Participant contributions at end of year	2016-08-31	$0
Participant contributions at beginning of year	2016-08-31	$10,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-08-31	$54,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-08-31	$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 appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$231,380
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$7,097,912
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$6,866,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$4,816,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$4,634,470
Value of interest in pooled separate accounts at end of year	2016-08-31	$303,907
Value of interest in pooled separate accounts at beginning of year	2016-08-31	$299,958
Interest earned on other investments	2016-08-31	$80,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-08-31	$2,031,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-08-31	$1,986,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$306,584
Net investment gain/loss from pooled separate accounts	2016-08-31	$15,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$485,290
Did the plan have assets held for investment	2016-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	No
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	RSM US LLP
Accountancy firm EIN	2016-08-31	420714325
2015 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$65,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$68,554
Total income from all sources (including contributions)	2015-08-31	$349,491
Total of all expenses incurred	2015-08-31	$925,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$925,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$280,142
Value of total assets at end of year	2015-08-31	$6,932,337
Value of total assets at beginning of year	2015-08-31	$7,510,853
Total interest from all sources	2015-08-31	$77,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$500,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Contributions received from participants	2015-08-31	$280,142
Participant contributions at end of year	2015-08-31	$10,994
Participant contributions at beginning of year	2015-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-08-31	$65,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-08-31	$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 appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$-575,767
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$6,866,532
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$7,442,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$4,634,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$5,295,692
Value of interest in pooled separate accounts at end of year	2015-08-31	$299,958
Value of interest in pooled separate accounts at beginning of year	2015-08-31	$305,358
Interest earned on other investments	2015-08-31	$77,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-08-31	$1,986,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-08-31	$1,909,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-38,700
Net investment gain/loss from pooled separate accounts	2015-08-31	$30,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$925,258
Did the plan have assets held for investment	2015-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	No
Opinion of an independent qualified public accountant for this plan	2015-08-31	Disclaimer
Accountancy firm name	2015-08-31	RSM US LLP
Accountancy firm EIN	2015-08-31	420714325
2014 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$68,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$67,541
Total income from all sources (including contributions)	2014-08-31	$1,391,861
Total loss/gain on sale of assets	2014-08-31	$0
Total of all expenses incurred	2014-08-31	$782,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$782,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$361,522
Value of total assets at end of year	2014-08-31	$7,510,853
Value of total assets at beginning of year	2014-08-31	$6,900,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$0
Total interest from all sources	2014-08-31	$76,043
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 year	2014-08-31	No
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$500,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$289,729
Participant contributions at end of year	2014-08-31	$0
Participant contributions at beginning of year	2014-08-31	$11,645
Income. Received or receivable in cash from other sources (including rollovers)	2014-08-31	$71,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-08-31	$68,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-08-31	$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 appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$609,208
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$7,442,299
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$6,833,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$5,295,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$4,682,556
Value of interest in pooled separate accounts at end of year	2014-08-31	$305,358
Value of interest in pooled separate accounts at beginning of year	2014-08-31	$301,057
Interest earned on other investments	2014-08-31	$76,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-08-31	$1,909,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-08-31	$1,905,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$923,242
Net investment gain/loss from pooled separate accounts	2014-08-31	$31,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$782,653
Did the plan have assets held for investment	2014-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	No
Opinion of an independent qualified public accountant for this plan	2014-08-31	Disclaimer
Accountancy firm name	2014-08-31	MCGLADREY LLP
Accountancy firm EIN	2014-08-31	420714325
2013 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$67,541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$390,699
Total income from all sources (including contributions)	2013-08-31	$1,061,922
Total of all expenses incurred	2013-08-31	$292,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$292,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$400,860
Value of total assets at end of year	2013-08-31	$6,900,632
Value of total assets at beginning of year	2013-08-31	$6,454,649
Total interest from all sources	2013-08-31	$68,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$500,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$300,924
Participant contributions at end of year	2013-08-31	$11,645
Participant contributions at beginning of year	2013-08-31	$14,887
Income. Received or receivable in cash from other sources (including rollovers)	2013-08-31	$99,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-08-31	$67,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-08-31	$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 appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$769,141
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$6,833,091
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$6,063,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$4,682,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$4,247,342
Value of interest in pooled separate accounts at end of year	2013-08-31	$301,057
Value of interest in pooled separate accounts at beginning of year	2013-08-31	$258,219
Interest earned on other investments	2013-08-31	$68,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-08-31	$1,905,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-08-31	$1,934,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$568,880
Net investment gain/loss from pooled separate accounts	2013-08-31	$24,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$292,781
Did the plan have assets held for investment	2013-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	No
Opinion of an independent qualified public accountant for this plan	2013-08-31	Disclaimer
Accountancy firm name	2013-08-31	MCGLADREY LLP
Accountancy firm EIN	2013-08-31	420714325
2012 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$390,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$377,306
Total income from all sources (including contributions)	2012-08-31	$790,096
Total of all expenses incurred	2012-08-31	$155,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$155,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$300,717
Value of total assets at end of year	2012-08-31	$6,454,649
Value of total assets at beginning of year	2012-08-31	$5,806,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$0
Total interest from all sources	2012-08-31	$62,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$500,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Contributions received from participants	2012-08-31	$300,717
Participant contributions at end of year	2012-08-31	$14,887
Participant contributions at beginning of year	2012-08-31	$11,081
Assets. Other investments not covered elsewhere at end of year	2012-08-31	$4,247,342
Assets. Other investments not covered elsewhere at beginning of year	2012-08-31	$3,741,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-08-31	$390,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-08-31	$377,306
Other income not declared elsewhere	2012-08-31	$402,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$634,915
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$6,063,950
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$5,429,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Value of interest in pooled separate accounts at end of year	2012-08-31	$258,219
Value of interest in pooled separate accounts at beginning of year	2012-08-31	$245,405
Interest earned on other investments	2012-08-31	$62,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-08-31	$1,934,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-08-31	$1,808,740
Net investment gain/loss from pooled separate accounts	2012-08-31	$24,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$155,181
Did the plan have assets held for investment	2012-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	No
Opinion of an independent qualified public accountant for this plan	2012-08-31	Disclaimer
Accountancy firm name	2012-08-31	MCGLADREY LLP
Accountancy firm EIN	2012-08-31	420714325
2011 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$377,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$361,179
Total income from all sources (including contributions)	2011-08-31	$792,949
Total of all expenses incurred	2011-08-31	$99,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$99,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$247,187
Value of total assets at end of year	2011-08-31	$5,806,341
Value of total assets at beginning of year	2011-08-31	$5,096,631
Total interest from all sources	2011-08-31	$58,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$500,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$244,241
Participant contributions at end of year	2011-08-31	$11,081
Participant contributions at beginning of year	2011-08-31	$13,384
Assets. Other investments not covered elsewhere at end of year	2011-08-31	$3,558,909
Assets. Other investments not covered elsewhere at beginning of year	2011-08-31	$3,076,052
Income. Received or receivable in cash from other sources (including rollovers)	2011-08-31	$2,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-08-31	$377,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-08-31	$361,179
Other income not declared elsewhere	2011-08-31	$-23,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$693,583
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$5,429,035
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$4,735,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$182,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$52,594
Value of interest in pooled separate accounts at end of year	2011-08-31	$245,405
Value of interest in pooled separate accounts at beginning of year	2011-08-31	$189,448
Interest earned on other investments	2011-08-31	$58,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-08-31	$1,808,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-08-31	$1,765,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$474,655
Net investment gain/loss from pooled separate accounts	2011-08-31	$36,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$99,366
Did the plan have assets held for investment	2011-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-08-31	Disclaimer
Accountancy firm name	2011-08-31	MCGLADREY LLP
Accountancy firm EIN	2011-08-31	420714325
2010 : INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-08-31	$0

Form 5500 Responses for INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN

2022: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Submission has been amended	No
2022-09-01	This submission is the final filing	No
2022-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-09-01	Plan is a collectively bargained plan	No
2022-09-01	Plan funding arrangement – Insurance	Yes
2022-09-01	Plan funding arrangement – Trust	Yes
2022-09-01	Plan benefit arrangement – Insurance	Yes
2022-09-01	Plan benefit arrangement - Trust	Yes
2021: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Insurance	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2009: INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

346100

Policy instance

Insurance contract or identification number	346100
Number of Individuals Covered	147
Insurance policy start date	2022-09-01
Insurance policy end date	2023-08-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

346100

Policy instance

Insurance contract or identification number	346100
Number of Individuals Covered	157
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

346100

Policy instance

Insurance contract or identification number	346100
Number of Individuals Covered	165
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

346100

Policy instance

Insurance contract or identification number	346100
Number of Individuals Covered	170
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

346100

Policy instance

Insurance contract or identification number	346100
Number of Individuals Covered	171
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

346100

Policy instance

Insurance contract or identification number	346100
Number of Individuals Covered	173
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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