401k Plan data: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN plan

STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

STATEN ISLAND ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: STATEN ISLAND ACADEMY

Employer identification number (EIN): 135600423

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JACQUELINE ANZUREZ
001 2016-01-01 ANGELA M. ARTALE
001 2015-01-01 ANGELA M. ARTALE 2016-07-22
001 2014-01-01 ANGELA M. ARTALE 2015-06-30
001 2013-01-01 ANGELA M. ARTALE 2014-06-05
001 2012-01-01 TAUBE IMPORT 2013-06-27
001 2011-01-01 TAUBE IMPORT 2012-07-05
001 2010-01-01 TAUBE IMPORT 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JACQUELINE ANZUREZ
001	2016-01-01	ANGELA M. ARTALE
001	2015-01-01	ANGELA M. ARTALE	2016-07-22
001	2014-01-01	ANGELA M. ARTALE	2015-06-30
001	2013-01-01	ANGELA M. ARTALE	2014-06-05
001	2012-01-01	TAUBE IMPORT	2013-06-27
001	2011-01-01	TAUBE IMPORT	2012-07-05
001	2010-01-01	TAUBE IMPORT	2011-07-28

Plan Statistics for STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 140
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 81
Total of all active and inactive participants 2022-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 223
Number of participants with account balances 2022-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 133
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 84
Total of all active and inactive participants 2021-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 218
Number of participants with account balances 2021-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 137
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 77
Total of all active and inactive participants 2020-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 215
Number of participants with account balances 2020-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 132
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 78
Total of all active and inactive participants 2019-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 210
Number of participants with account balances 2019-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 131
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 92
Total of all active and inactive participants 2018-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 223
Number of participants with account balances 2018-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 118
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 85
Total of all active and inactive participants 2017-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 203
Number of participants with account balances 2017-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 136
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 64
Total of all active and inactive participants 2016-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 200
Number of participants with account balances 2016-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	140
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	81
Total of all active and inactive participants	2022-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	223
Number of participants with account balances	2022-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	133
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	84
Total of all active and inactive participants	2021-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	218
Number of participants with account balances	2021-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	137
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	77
Total of all active and inactive participants	2020-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	215
Number of participants with account balances	2020-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	132
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	78
Total of all active and inactive participants	2019-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	210
Number of participants with account balances	2019-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	131
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	92
Total of all active and inactive participants	2018-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	223
Number of participants with account balances	2018-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	118
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	85
Total of all active and inactive participants	2017-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	203
Number of participants with account balances	2017-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	136
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	64
Total of all active and inactive participants	2016-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	200
Number of participants with account balances	2016-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,813,391
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,023,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,023,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$796,857
Value of total assets at end of year	2022-12-31	$21,590,290
Value of total assets at beginning of year	2022-12-31	$24,427,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$175
Total interest from all sources	2022-12-31	$309,544
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$450,239
Participant contributions at end of year	2022-12-31	$79,128
Participant contributions at beginning of year	2022-12-31	$69,326
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$91,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,836,857
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$21,590,290
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$24,427,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,951,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,936,103
Value of interest in pooled separate accounts at end of year	2022-12-31	$958,464
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$774,852
Interest on participant loans	2022-12-31	$3,019
Interest earned on other investments	2022-12-31	$306,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$7,600,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$7,646,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,979,371
Net investment gain/loss from pooled separate accounts	2022-12-31	$59,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$255,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,023,291
Contract administrator fees	2022-12-31	$175
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2022-12-31	271728945
2021 : STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,702,000
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,246,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,246,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,026,482
Value of total assets at end of year	2021-12-31	$24,427,147
Value of total assets at beginning of year	2021-12-31	$22,971,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$100
Total interest from all sources	2021-12-31	$269,763
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$483,004
Participant contributions at end of year	2021-12-31	$69,326
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$292,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,455,685
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$24,427,147
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,971,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,936,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,301,523
Value of interest in pooled separate accounts at end of year	2021-12-31	$774,852
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$686,164
Interest on participant loans	2021-12-31	$1,630
Interest earned on other investments	2021-12-31	$268,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$7,646,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,983,775
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$288,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,285,448
Net investment gain/loss from pooled separate accounts	2021-12-31	$120,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$251,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,957,811
Contract administrator fees	2021-12-31	$100
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2021-12-31	271728945
2020 : STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,076,803
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,004,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,004,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$650,922
Value of total assets at end of year	2020-12-31	$22,971,462
Value of total assets at beginning of year	2020-12-31	$20,899,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$312,385
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$419,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,071,910
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,971,462
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,899,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,301,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,081,287
Value of interest in pooled separate accounts at end of year	2020-12-31	$686,164
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$710,274
Interest earned on other investments	2020-12-31	$312,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,983,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$8,107,991
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$376,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,119,120
Net investment gain/loss from pooled separate accounts	2020-12-31	$-5,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$231,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$628,826
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BKD, LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,383,729
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$962,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$962,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$640,112
Value of total assets at end of year	2019-12-31	$20,899,552
Value of total assets at beginning of year	2019-12-31	$18,478,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$314,565
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$234,764
Amount contributed by the employer to the plan for this plan year	2019-12-31	$234,764
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$377,232
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$28,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,420,873
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,899,552
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$18,478,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,081,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,913,614
Value of interest in pooled separate accounts at end of year	2019-12-31	$710,274
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$730,449
Interest earned on other investments	2019-12-31	$314,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,107,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,834,616
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$392,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,390,085
Net investment gain/loss from pooled separate accounts	2019-12-31	$38,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$234,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$570,734
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm EIN	2019-12-31	440160260
2018 : STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$49,149
Total loss/gain on sale of assets	2018-12-31	$221,253
Total of all expenses incurred	2018-12-31	$588,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$588,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$608,284
Value of total assets at end of year	2018-12-31	$18,478,679
Value of total assets at beginning of year	2018-12-31	$19,018,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$76,748
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$214,193
Amount contributed by the employer to the plan for this plan year	2018-12-31	$214,193
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$346,931
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$12,446
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$47,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-539,426
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$18,478,679
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$19,018,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,913,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,798,669
Value of interest in pooled separate accounts at end of year	2018-12-31	$730,449
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$651,293
Interest earned on other investments	2018-12-31	$76,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,834,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$7,547,314
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$54,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-857,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$214,193
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$8,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$533,579
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$221,253
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,798,640
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,198,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,198,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$618,329
Value of total assets at end of year	2017-12-31	$19,018,105
Value of total assets at beginning of year	2017-12-31	$17,418,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$297,334
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$221,419
Amount contributed by the employer to the plan for this plan year	2017-12-31	$221,419
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$344,589
Participant contributions at end of year	2017-12-31	$12,446
Participant contributions at beginning of year	2017-12-31	$13,848
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$52,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,599,690
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$19,018,105
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,418,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,798,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,229,366
Value of interest in pooled separate accounts at end of year	2017-12-31	$651,293
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$701,418
Interest earned on other investments	2017-12-31	$297,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$7,547,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$7,465,049
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$304,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,854,211
Net investment gain/loss from pooled separate accounts	2017-12-31	$28,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$221,419
Employer contributions (assets) at end of year	2017-12-31	$8,383
Employer contributions (assets) at beginning of year	2017-12-31	$8,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$894,877
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LOEB & TROPER LLP
Accountancy firm EIN	2017-12-31	131517563
2016 : STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$5,388,338
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,906,392
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$712,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$712,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$936,840
Value of total assets at end of year	2016-12-31	$17,418,415
Value of total assets at beginning of year	2016-12-31	$10,836,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$310,976
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$206,794
Amount contributed by the employer to the plan for this plan year	2016-12-31	$206,794
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$337,573
Participant contributions at end of year	2016-12-31	$13,848
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$392,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,193,727
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,418,415
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,836,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,229,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,731,830
Value of interest in pooled separate accounts at end of year	2016-12-31	$701,418
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$453,207
Interest earned on other investments	2016-12-31	$310,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$7,465,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,651,313
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$70,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$626,620
Net investment gain/loss from pooled separate accounts	2016-12-31	$31,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$206,794
Employer contributions (assets) at end of year	2016-12-31	$8,734
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$642,429
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LOEB & TROPER LLP
Accountancy firm EIN	2016-12-31	131517563

Form 5500 Responses for STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

2022: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

334442

Policy instance

Insurance contract or identification number	334442
Number of Individuals Covered	222
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

334442

Policy instance

Insurance contract or identification number	334442
Number of Individuals Covered	217
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

334442

Policy instance

Insurance contract or identification number	334442
Number of Individuals Covered	201
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

334442

Policy instance

Insurance contract or identification number	334442
Number of Individuals Covered	197
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

334442

Policy instance

Insurance contract or identification number	334442
Number of Individuals Covered	220
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

334442

Policy instance

Insurance contract or identification number	334442
Number of Individuals Covered	198
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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:	STATEN ISLAND ACADEMY
Employer identification number (EIN):	135600423
NAIC Classification:	611000