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FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN 401k Plan overview

Plan NameFOX CHASE CANCER CENTER RETIREMENT INCOME PLAN
Plan identification number 003

FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN Benefits

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

401k Sponsoring company profile

THE AMERICAN ONCOLOGIC HOSPITAL D/B/A THE HOSPITAL OF FOX CHASE has sponsored the creation of one or more 401k plans.

Company Name:THE AMERICAN ONCOLOGIC HOSPITAL D/B/A THE HOSPITAL OF FOX CHASE
Employer identification number (EIN):231352156
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-07-01PAUL A. CSIGI ROBERT H. LUX2016-04-12
0032014-07-01PAUL A. CSIGI ROBERT H. LUX2016-04-12
0032013-07-01PAUL A. CSIGI ROBERT H. LUX2015-04-10
0032012-07-01PAUL A. CSIGI ROBERT H. LUX2014-04-15

Plan Statistics for FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN

401k plan membership statisitcs for FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN

Measure Date Value
2015: FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012,353
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-010
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012,453
Total number of active participants reported on line 7a of the Form 55002014-07-011,334
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-011,016
Total of all active and inactive participants2014-07-012,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-012,353
Number of participants with account balances2014-07-012,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012,609
Total number of active participants reported on line 7a of the Form 55002013-07-011,388
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-011,062
Total of all active and inactive participants2013-07-012,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-016
Total participants2013-07-012,456
Number of participants with account balances2013-07-012,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-012,915
Total number of active participants reported on line 7a of the Form 55002012-07-012,148
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01665
Total of all active and inactive participants2012-07-012,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-018
Total participants2012-07-012,821
Number of participants with account balances2012-07-012,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-018

Financial Data on FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN

Measure Date Value
2015 : FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-07-21$0
Total transfer of assets from this plan2015-07-21$62,300,154
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-21$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-21$0
Total income from all sources (including contributions)2015-07-21$627,784
Total loss/gain on sale of assets2015-07-21$0
Total of all expenses incurred2015-07-21$547,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-21$547,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-21$0
Value of total assets at end of year2015-07-21$0
Value of total assets at beginning of year2015-07-21$62,220,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-21$0
Total interest from all sources2015-07-21$38,797
Total dividends received (eg from common stock, registered investment company shares)2015-07-21$144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-21No
Was this plan covered by a fidelity bond2015-07-21Yes
Value of fidelity bond cover2015-07-21$5,000,000
If this is an individual account plan, was there a blackout period2015-07-21No
Were there any nonexempt tranactions with any party-in-interest2015-07-21No
Liabilities. Value of operating payables at beginning of year2015-07-21$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-21No
Value of net income/loss2015-07-21$79,862
Value of net assets at end of year (total assets less liabilities)2015-07-21$0
Value of net assets at beginning of year (total assets less liabilities)2015-07-21$62,220,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-21No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-21No
Were any leases to which the plan was party in default or uncollectible2015-07-21No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-07-21$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-07-21$43,887,014
Value of interest in pooled separate accounts at end of year2015-07-21$0
Value of interest in pooled separate accounts at beginning of year2015-07-21$2,971,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-07-21$38,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-07-21$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-07-21$15,361,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-07-21$588,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-21No
Was there a failure to transmit to the plan any participant contributions2015-07-21No
Has the plan failed to provide any benefit when due under the plan2015-07-21No
Income. Dividends from preferred stock2015-07-21$144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-21$547,922
Did the plan have assets held for investment2015-07-21No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-21No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-21Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-21Yes
Opinion of an independent qualified public accountant for this plan2015-07-21Disclaimer
Accountancy firm name2015-07-21GRANT THORNTON LLP
Accountancy firm EIN2015-07-21366055558
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$14,040
Total income from all sources (including contributions)2015-06-30$3,023,861
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$3,537,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,516,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$62,220,292
Value of total assets at beginning of year2015-06-30$62,747,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$21,219
Total interest from all sources2015-06-30$632,877
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$270,937
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$270,937
Administrative expenses professional fees incurred2015-06-30$21,219
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$57,698
Liabilities. Value of operating payables at end of year2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$14,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-513,594
Value of net assets at end of year (total assets less liabilities)2015-06-30$62,220,292
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$62,733,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$43,887,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$44,669,621
Value of interest in pooled separate accounts at end of year2015-06-30$2,971,899
Value of interest in pooled separate accounts at beginning of year2015-06-30$2,899,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$632,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$15,361,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$15,178,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$2,062,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,516,236
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30GRANT THORNTON LLP
Accountancy firm EIN2015-06-30366055558
2014 : FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$14,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$8,494,103
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$2,581,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,550,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$62,747,926
Value of total assets at beginning of year2014-06-30$56,821,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$31,359
Total interest from all sources2014-06-30$633,711
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$248,254
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$248,254
Administrative expenses professional fees incurred2014-06-30$31,359
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$102,401
Liabilities. Value of operating payables at end of year2014-06-30$14,040
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$5,912,307
Value of net assets at end of year (total assets less liabilities)2014-06-30$62,733,886
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$56,821,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$44,669,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$39,341,117
Value of interest in pooled separate accounts at end of year2014-06-30$2,899,496
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,486,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$633,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$15,178,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$14,994,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$7,509,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,550,437
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30GRANT THORNTON LLP
Accountancy firm EIN2014-06-30366055558
2013 : FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$5,732,534
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,890,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,889,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$0
Value of total assets at end of year2013-06-30$56,821,579
Value of total assets at beginning of year2013-06-30$52,979,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$599
Total interest from all sources2013-06-30$727,401
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$599
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$3,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,842,300
Value of net assets at end of year (total assets less liabilities)2013-06-30$56,821,579
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$52,979,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$39,341,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$36,170,524
Value of interest in pooled separate accounts at end of year2013-06-30$2,486,360
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,313,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$727,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$14,994,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$14,491,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$5,005,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,889,635
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30GRANT THORNTON LLP
Accountancy firm EIN2013-06-30366055558

Form 5500 Responses for FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN

2015: FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FOX CHASE CANCER CENTER RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100896
Policy instance 1
Insurance contract or identification number100896
Number of Individuals Covered0
Insurance policy start date2015-07-01
Insurance policy end date2015-07-21
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100896
Policy instance 1
Insurance contract or identification number100896
Number of Individuals Covered2012
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100896
Policy instance 1
Insurance contract or identification number100896
Number of Individuals Covered2119
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100896
Policy instance 1
Insurance contract or identification number100896
Number of Individuals Covered2614
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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