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SCH CORP. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameSCH CORP. 403(B) RETIREMENT PLAN
Plan identification number 001

SCH CORP. 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SPRINGSIDE CHESTNUT HILL ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:SPRINGSIDE CHESTNUT HILL ACADEMY
Employer identification number (EIN):231352681
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCH CORP. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01FRANK ALOISE JR FRANK ALOISE JR2019-06-19
0012017-01-01FRANK ALOISE JR FRANK ALOISE JR2018-07-10
0012011-01-01FRANK ALOISE JR
0012009-01-01FRANK ALOISE JR

Plan Statistics for SCH CORP. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for SCH CORP. 403(B) RETIREMENT PLAN

Measure Date Value
2022: SCH CORP. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01648
Total number of active participants reported on line 7a of the Form 55002022-01-01236
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01425
Total of all active and inactive participants2022-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01668
Number of participants with account balances2022-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SCH CORP. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01626
Total number of active participants reported on line 7a of the Form 55002021-01-01229
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01414
Total of all active and inactive participants2021-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01648
Number of participants with account balances2021-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SCH CORP. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01642
Total number of active participants reported on line 7a of the Form 55002020-01-01222
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01401
Total of all active and inactive participants2020-01-01623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01626
Number of participants with account balances2020-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SCH CORP. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01644
Total number of active participants reported on line 7a of the Form 55002019-01-01237
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01400
Total of all active and inactive participants2019-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01642
Number of participants with account balances2019-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SCH CORP. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01662
Total number of active participants reported on line 7a of the Form 55002018-01-01231
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01413
Total of all active and inactive participants2018-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01644
Number of participants with account balances2018-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SCH CORP. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01636
Total number of active participants reported on line 7a of the Form 55002017-01-01256
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01406
Total of all active and inactive participants2017-01-01662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01662
Number of participants with account balances2017-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2011: SCH CORP. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01339
Total number of active participants reported on line 7a of the Form 55002011-01-01146
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01197
Total of all active and inactive participants2011-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01343
Number of participants with account balances2011-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SCH CORP. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01336
Total number of active participants reported on line 7a of the Form 55002009-01-01139
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01188
Total of all active and inactive participants2009-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01327
Number of participants with account balances2009-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SCH CORP. 403(B) RETIREMENT PLAN

Measure Date Value
2022 : SCH CORP. 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,622,269
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,229,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,129,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,965,511
Value of total assets at end of year2022-12-31$71,529,805
Value of total assets at beginning of year2022-12-31$82,381,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,536
Total interest from all sources2022-12-31$658,615
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,078,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,078,176
Administrative expenses professional fees incurred2022-12-31$18,250
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,577,948
Participant contributions at end of year2022-12-31$224,799
Participant contributions at beginning of year2022-12-31$55,775
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$137,831
Other income not declared elsewhere2022-12-31$46,176
Administrative expenses (other) incurred2022-12-31$3,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-10,851,956
Value of net assets at end of year (total assets less liabilities)2022-12-31$71,529,805
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$82,381,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,577,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$64,106,343
Value of interest in pooled separate accounts at end of year2022-12-31$2,532,334
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,259,242
Interest on participant loans2022-12-31$6,096
Interest earned on other investments2022-12-31$652,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$16,194,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$15,960,401
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$782,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,558,922
Net investment gain/loss from pooled separate accounts2022-12-31$188,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,249,732
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,347,129
Contract administrator fees2022-12-31$51,968
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TAIT WELLER & BAKER LLP
Accountancy firm EIN2022-12-31231144520
2021 : SCH CORP. 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,838,859
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,572,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,512,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,986,812
Value of total assets at end of year2021-12-31$82,381,761
Value of total assets at beginning of year2021-12-31$73,115,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,560
Total interest from all sources2021-12-31$546,389
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,653,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,653,289
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,482,936
Participant contributions at end of year2021-12-31$55,775
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$124,150
Other income not declared elsewhere2021-12-31$68,463
Administrative expenses (other) incurred2021-12-31$3,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,266,449
Value of net assets at end of year (total assets less liabilities)2021-12-31$82,381,761
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$73,115,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$10,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$64,106,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$55,624,907
Value of interest in pooled separate accounts at end of year2021-12-31$2,259,242
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,648,213
Interest on participant loans2021-12-31$922
Interest earned on other investments2021-12-31$545,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$15,960,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$15,842,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,255,411
Net investment gain/loss from pooled separate accounts2021-12-31$328,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,379,726
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,512,850
Contract administrator fees2021-12-31$45,142
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TAIT WELLER & BAKER LLP
Accountancy firm EIN2021-12-31231144520
2020 : SCH CORP. 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,060,178
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,528,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,479,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,458,712
Value of total assets at end of year2020-12-31$73,115,312
Value of total assets at beginning of year2020-12-31$64,583,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,170
Total interest from all sources2020-12-31$598,067
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,176,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,176,177
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,405,782
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,164
Other income not declared elsewhere2020-12-31$56,322
Administrative expenses (other) incurred2020-12-31$7,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,531,550
Value of net assets at end of year (total assets less liabilities)2020-12-31$73,115,312
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$64,583,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$31,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$55,624,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$47,827,174
Value of interest in pooled separate accounts at end of year2020-12-31$1,648,213
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,729,270
Interest earned on other investments2020-12-31$598,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$15,842,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,027,318
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$372,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,784,914
Net investment gain/loss from pooled separate accounts2020-12-31$-14,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,018,766
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,106,688
Contract administrator fees2020-12-31$9,884
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TAIT WELLER & BAKER
Accountancy firm EIN2020-12-31231144520
2019 : SCH CORP. 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,705,893
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,761,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,725,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,684,765
Value of total assets at end of year2019-12-31$64,583,762
Value of total assets at beginning of year2019-12-31$55,639,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,468
Total interest from all sources2019-12-31$586,601
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,985,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,985,560
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,415,209
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$118,490
Other income not declared elsewhere2019-12-31$51,417
Administrative expenses (other) incurred2019-12-31$3,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,944,432
Value of net assets at end of year (total assets less liabilities)2019-12-31$64,583,762
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,639,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$26,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$47,827,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,044,357
Value of interest in pooled separate accounts at end of year2019-12-31$1,729,270
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,572,519
Interest earned on other investments2019-12-31$586,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,027,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,022,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,311,660
Net investment gain/loss from pooled separate accounts2019-12-31$85,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,151,066
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,725,993
Contract administrator fees2019-12-31$5,150
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TAIT, WELLER & BAKER
Accountancy firm EIN2019-12-31221144520
2018 : SCH CORP. 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$582,964
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,089,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,051,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,842,140
Value of total assets at end of year2018-12-31$55,639,330
Value of total assets at beginning of year2018-12-31$59,145,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,270
Total interest from all sources2018-12-31$618,336
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,380,965
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$55,192
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$365,462
Other income not declared elsewhere2018-12-31$50,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-3,506,644
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,639,330
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$59,145,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$23,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$39,044,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,596,895
Value of interest in pooled separate accounts at end of year2018-12-31$1,572,519
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,450,588
Interest earned on other investments2018-12-31$618,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$15,022,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,003,004
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$389,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,001,898
Net investment gain/loss from pooled separate accounts2018-12-31$73,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,095,713
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$40,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,661,689
Contract administrator fees2018-12-31$15,270
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TAIT, WELLER & BAKER
Accountancy firm EIN2018-12-31221144520
2017 : SCH CORP. 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,209,638
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,868,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,832,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,770,883
Value of total assets at end of year2017-12-31$59,145,974
Value of total assets at beginning of year2017-12-31$51,804,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,357
Total interest from all sources2017-12-31$587,287
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,315,155
Participant contributions at end of year2017-12-31$55,192
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$386,862
Other income not declared elsewhere2017-12-31$25,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,341,128
Value of net assets at end of year (total assets less liabilities)2017-12-31$59,145,974
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$51,804,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$21,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$42,596,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,997,801
Value of interest in pooled separate accounts at end of year2017-12-31$1,450,588
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,449,530
Interest earned on other investments2017-12-31$587,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,003,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,357,515
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$73,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,763,125
Net investment gain/loss from pooled separate accounts2017-12-31$62,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,068,866
Employer contributions (assets) at end of year2017-12-31$40,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,758,964
Contract administrator fees2017-12-31$15,157
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TAIT, WELLER & BAKER
Accountancy firm EIN2017-12-31231144520
2011 : SCH CORP. 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,506,223
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$558,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$558,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,357,460
Value of total assets at end of year2011-12-31$21,016,930
Value of total assets at beginning of year2011-12-31$20,068,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$323,880
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,130
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$663,358
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$206,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$948,192
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,016,930
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,068,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,936,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,815,216
Value of interest in pooled separate accounts at end of year2011-12-31$695,887
Value of interest in pooled separate accounts at beginning of year2011-12-31$528,784
Interest earned on other investments2011-12-31$323,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,384,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,724,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-251,152
Net investment gain/loss from pooled separate accounts2011-12-31$72,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$488,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$558,031
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TAIT, WELLER & BAKER
Accountancy firm EIN2011-12-31231144520
2010 : SCH CORP. 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,825,022
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$659,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$659,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,114,939
Value of total assets at end of year2010-12-31$20,068,738
Value of total assets at beginning of year2010-12-31$17,903,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$289,004
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$610,845
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$54,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,165,111
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,068,738
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,903,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,815,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,100,697
Value of interest in pooled separate accounts at end of year2010-12-31$528,784
Value of interest in pooled separate accounts at beginning of year2010-12-31$433,908
Interest earned on other investments2010-12-31$289,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,724,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,369,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,362,011
Net investment gain/loss from pooled separate accounts2010-12-31$59,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$449,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$659,911
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TAIT, WELLER & BECKER, LLP
Accountancy firm EIN2010-12-31231144520
2009 : SCH CORP. 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SCH CORP. 403(B) RETIREMENT PLAN

2022: SCH CORP. 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCH CORP. 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCH CORP. 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCH CORP. 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCH CORP. 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCH CORP. 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2011: SCH CORP. 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: SCH CORP. 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500355
Policy instance 1
Insurance contract or identification number500355
Number of Individuals Covered427
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500355
Policy instance 1
Insurance contract or identification number500355
Number of Individuals Covered436
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500355
Policy instance 1
Insurance contract or identification number500355
Number of Individuals Covered444
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500355
Policy instance 1
Insurance contract or identification number500355
Number of Individuals Covered450
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500355
Policy instance 1
Insurance contract or identification number500355
Number of Individuals Covered454
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366827-8/334402
Policy instance 1
Insurance contract or identification number366827-8/334402
Number of Individuals Covered470
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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