401k Plan data: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN plan

AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN
Plan identification number	002

AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES

Employer identification number (EIN): 250965219

NAIC Classification: 541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CHRISTINA KREUTZIGER 2023-10-10 CHRISTINA KREUTZIGER 2023-10-10
002 2022-01-01 CHRISTINA KREUTZIGER 2024-01-12 CHRISTINA KREUTZIGER 2024-01-12
002 2021-01-01 CHRISTINA KREUTZIGER 2022-10-13
002 2020-01-01 CHRISTINA KREUTZIGER 2021-10-13
002 2019-01-01 CHRISTINA KREUTZIGER 2020-10-12
002 2018-01-01 CHRISTINA KREUTZIGER 2019-10-14
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 SHANNON R. GELLMAN
002 2011-01-01 HELENE S. OSKARD
002 2009-01-01 HELENE S. OSKARD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	CHRISTINA KREUTZIGER	2023-10-10	CHRISTINA KREUTZIGER	2023-10-10
002	2022-01-01	CHRISTINA KREUTZIGER	2024-01-12	CHRISTINA KREUTZIGER	2024-01-12
002	2021-01-01	CHRISTINA KREUTZIGER	2022-10-13
002	2020-01-01	CHRISTINA KREUTZIGER	2021-10-13
002	2019-01-01	CHRISTINA KREUTZIGER	2020-10-12
002	2018-01-01	CHRISTINA KREUTZIGER	2019-10-14
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	SHANNON R. GELLMAN
002	2011-01-01	HELENE S. OSKARD
002	2009-01-01	HELENE S. OSKARD

Plan Statistics for AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,549
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,521
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,382
Total of all active and inactive participants 2022-01-01 2,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 6
Total participants 2022-01-01 2,909
Number of participants with account balances 2022-01-01 2,897
2021: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,111
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,100
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,448
Total of all active and inactive participants 2021-01-01 2,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 7
Total participants 2021-01-01 2,555
Number of participants with account balances 2021-01-01 2,542
2020: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,232
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,078
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2,035
Total of all active and inactive participants 2020-01-01 3,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 3,116
Number of participants with account balances 2020-01-01 3,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3,148
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,659
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,571
Total of all active and inactive participants 2019-01-01 3,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 3,233
Number of participants with account balances 2019-01-01 3,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3,007
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,709
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,437
Total of all active and inactive participants 2018-01-01 3,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 3,149
Number of participants with account balances 2018-01-01 3,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,845
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,727
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,277
Total of all active and inactive participants 2017-01-01 3,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 3,007
Number of participants with account balances 2017-01-01 2,991
2016: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,681
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,673
Number of retired or separated participants receiving benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1,673
Total participants 2016-01-01 1,673
Number of participants with account balances 2016-01-01 1,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,352
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,664
Number of other retired or separated participants entitled to future benefits 2015-01-01 1,015
Total of all active and inactive participants 2015-01-01 2,679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 2,681
Number of participants with account balances 2015-01-01 2,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,580
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,454
Number of other retired or separated participants entitled to future benefits 2014-01-01 896
Total of all active and inactive participants 2014-01-01 2,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 2,352
Number of participants with account balances 2014-01-01 2,342
2013: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,512
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 859
Number of other retired or separated participants entitled to future benefits 2013-01-01 755
Total of all active and inactive participants 2013-01-01 1,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 1,616
Number of participants with account balances 2013-01-01 1,552
2012: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,384
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 795
Number of other retired or separated participants entitled to future benefits 2012-01-01 716
Total of all active and inactive participants 2012-01-01 1,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 1,512
Number of participants with account balances 2012-01-01 1,454
2011: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,475
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 695
Number of other retired or separated participants entitled to future benefits 2011-01-01 687
Total of all active and inactive participants 2011-01-01 1,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 1,384
Number of participants with account balances 2011-01-01 1,330
2009: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,427
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,004
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 429
Total of all active and inactive participants 2009-01-01 1,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 1,434
Number of participants with account balances 2009-01-01 1,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,549
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,521
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,382
Total of all active and inactive participants	2022-01-01	2,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	6
Total participants	2022-01-01	2,909
Number of participants with account balances	2022-01-01	2,897
2021: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,111
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,100
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,448
Total of all active and inactive participants	2021-01-01	2,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	7
Total participants	2021-01-01	2,555
Number of participants with account balances	2021-01-01	2,542
2020: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,232
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,078
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2,035
Total of all active and inactive participants	2020-01-01	3,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	3,116
Number of participants with account balances	2020-01-01	3,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3,148
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,659
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,571
Total of all active and inactive participants	2019-01-01	3,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	3,233
Number of participants with account balances	2019-01-01	3,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3,007
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,709
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,437
Total of all active and inactive participants	2018-01-01	3,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	3,149
Number of participants with account balances	2018-01-01	3,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,845
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,727
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,277
Total of all active and inactive participants	2017-01-01	3,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	3,007
Number of participants with account balances	2017-01-01	2,991
2016: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,681
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,673
Number of retired or separated participants receiving benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1,673
Total participants	2016-01-01	1,673
Number of participants with account balances	2016-01-01	1,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,352
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,664
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,015
Total of all active and inactive participants	2015-01-01	2,679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	2,681
Number of participants with account balances	2015-01-01	2,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,580
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,454
Number of other retired or separated participants entitled to future benefits	2014-01-01	896
Total of all active and inactive participants	2014-01-01	2,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	2,352
Number of participants with account balances	2014-01-01	2,342
2013: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,512
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	859
Number of other retired or separated participants entitled to future benefits	2013-01-01	755
Total of all active and inactive participants	2013-01-01	1,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	1,616
Number of participants with account balances	2013-01-01	1,552
2012: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,384
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	795
Number of other retired or separated participants entitled to future benefits	2012-01-01	716
Total of all active and inactive participants	2012-01-01	1,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	1,512
Number of participants with account balances	2012-01-01	1,454
2011: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,475
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	695
Number of other retired or separated participants entitled to future benefits	2011-01-01	687
Total of all active and inactive participants	2011-01-01	1,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	1,384
Number of participants with account balances	2011-01-01	1,330
2009: AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,427
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,004
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	429
Total of all active and inactive participants	2009-01-01	1,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	1,434
Number of participants with account balances	2009-01-01	1,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2022 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$120,163
Total income from all sources (including contributions)	2022-12-31	$-181,896
Total of all expenses incurred	2022-12-31	$10,437,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$10,394,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$34,167,087
Value of total assets at end of year	2022-12-31	$224,680,490
Value of total assets at beginning of year	2022-12-31	$235,179,271
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$42,528
Total interest from all sources	2022-12-31	$130,334
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$7,413,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$7,413,020
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$14,383,716
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$10,023,549
Assets. Loans (other than to participants) at end of year	2022-12-31	$317,212
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$23,375
Other income not declared elsewhere	2022-12-31	$99,247
Administrative expenses (other) incurred	2022-12-31	$42,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-10,618,944
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$224,680,490
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$235,179,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$175,203,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$185,910,608
Value of interest in pooled separate accounts at end of year	2022-12-31	$9,703,468
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$9,002,393
Interest on participant loans	2022-12-31	$7,199
Interest earned on other investments	2022-12-31	$123,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$2,346,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,937,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,937,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$37,109,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$37,305,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-44,177,141
Net investment gain/loss from pooled separate accounts	2022-12-31	$2,185,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$9,759,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$10,394,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	RUBINO & COMPANY CHARTERED
Accountancy firm EIN	2022-12-31	521186096
2021 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$39,238,500
Total of all expenses incurred	2021-12-31	$16,040,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$16,040,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$9,893,999
Value of total assets at end of year	2021-12-31	$235,179,271
Value of total assets at beginning of year	2021-12-31	$211,981,530
Total interest from all sources	2021-12-31	$1,118,380
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$7,760,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$7,760,714
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$8,482,019
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,411,980
Assets. Loans (other than to participants) at end of year	2021-12-31	$23,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$23,197,741
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$235,179,271
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$211,981,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$185,910,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$163,661,830
Value of interest in pooled separate accounts at end of year	2021-12-31	$9,002,393
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$7,731,229
Interest earned on other investments	2021-12-31	$1,118,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,937,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,371,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,371,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$37,305,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$37,217,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$19,086,865
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,378,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$16,040,759
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	RUBINO & COMPANY CHARTERED
Accountancy firm EIN	2021-12-31	521186096
2020 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$35,195,115
Total of all expenses incurred	2020-12-31	$12,493,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$12,493,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$9,717,291
Value of total assets at end of year	2020-12-31	$211,981,530
Value of total assets at beginning of year	2020-12-31	$189,279,703
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$1,100,442
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$4,134,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$4,134,841
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$8,310,709
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,375,495
Other income not declared elsewhere	2020-12-31	$25,267
Administrative expenses (other) incurred	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$22,701,827
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$211,981,530
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$189,279,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$163,661,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$144,047,151
Value of interest in pooled separate accounts at end of year	2020-12-31	$7,731,229
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$9,379,863
Interest on participant loans	2020-12-31	$1
Interest earned on other investments	2020-12-31	$1,100,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,371,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,710,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,710,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$37,217,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$33,142,294
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$259,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$20,295,085
Net investment gain/loss from pooled separate accounts	2020-12-31	$-77,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$31,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$12,233,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	RUBINO & COMPANY, CHARTERED
Accountancy firm EIN	2020-12-31	521186096
2019 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$9,590
Total transfer of assets to this plan	2019-12-31	$9,590
Total income from all sources (including contributions)	2019-12-31	$44,437,247
Total of all expenses incurred	2019-12-31	$8,445,649
Total of all expenses incurred	2019-12-31	$8,445,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,434,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,434,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$14,923,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$14,923,512
Value of total assets at end of year	2019-12-31	$189,279,703
Value of total assets at end of year	2019-12-31	$189,279,703
Value of total assets at beginning of year	2019-12-31	$153,278,515
Value of total assets at beginning of year	2019-12-31	$153,278,515
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,250
Total interest from all sources	2019-12-31	$996,225
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,132,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,132,029
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$11,283,359
Contributions received from participants	2019-12-31	$11,283,359
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,592,062
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,592,062
Other income not declared elsewhere	2019-12-31	$29,235
Administrative expenses (other) incurred	2019-12-31	$11,250
Administrative expenses (other) incurred	2019-12-31	$11,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$35,991,598
Value of net income/loss	2019-12-31	$35,991,598
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$189,279,703
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$189,279,703
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$153,278,515
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$153,278,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$144,047,151
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$144,047,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$112,972,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$112,972,433
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,379,863
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,379,863
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,341,030
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,341,030
Interest on participant loans	2019-12-31	$3
Interest on participant loans	2019-12-31	$3
Interest earned on other investments	2019-12-31	$996,222
Interest earned on other investments	2019-12-31	$996,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,710,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,710,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,626,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,626,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,626,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,626,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$33,142,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$33,142,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$30,338,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$30,338,245
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$23,882,179
Net investment gain/loss from pooled separate accounts	2019-12-31	$474,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$48,091
Contributions received in cash from employer	2019-12-31	$48,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,434,399
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RUBINO & COMPANY, CHARTERED
Accountancy firm EIN	2019-12-31	521186096
Accountancy firm EIN	2019-12-31	521186096
2018 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$7,093
Total income from all sources (including contributions)	2018-12-31	$6,751,876
Total of all expenses incurred	2018-12-31	$9,123,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$9,112,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$14,104,518
Value of total assets at end of year	2018-12-31	$153,278,515
Value of total assets at beginning of year	2018-12-31	$155,642,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,250
Total interest from all sources	2018-12-31	$933,299
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$5,013,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$5,013,689
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$11,412,211
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,593,359
Other income not declared elsewhere	2018-12-31	$50,860
Administrative expenses (other) incurred	2018-12-31	$11,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,371,544
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$153,278,515
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$155,642,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$112,972,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$118,309,660
Value of interest in pooled separate accounts at end of year	2018-12-31	$8,341,030
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,796,612
Interest on participant loans	2018-12-31	$6
Interest earned on other investments	2018-12-31	$933,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,626,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,287,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,287,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$30,338,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$28,249,038
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$465,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-13,726,026
Net investment gain/loss from pooled separate accounts	2018-12-31	$375,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$98,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$8,646,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RUBINO & COMPANY, CHARTERED
Accountancy firm EIN	2018-12-31	521186096
2017 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$36,330,536
Total of all expenses incurred	2017-12-31	$6,541,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,541,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$16,263,209
Value of total assets at end of year	2017-12-31	$155,642,966
Value of total assets at beginning of year	2017-12-31	$125,853,492
Total interest from all sources	2017-12-31	$816,312
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,006,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$3,006,943
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$10,639,928
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$5,503,738
Other income not declared elsewhere	2017-12-31	$39,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$29,789,474
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$155,642,966
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$125,853,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$118,309,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$93,209,160
Value of interest in pooled separate accounts at end of year	2017-12-31	$7,796,612
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$7,349,640
Interest on participant loans	2017-12-31	$6
Interest earned on other investments	2017-12-31	$816,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,287,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,346,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,346,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$28,249,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$23,947,788
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$60,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$15,875,682
Net investment gain/loss from pooled separate accounts	2017-12-31	$329,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$119,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,481,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RUBINO & COMPANY, CHARTERED
Accountancy firm EIN	2017-12-31	521186096
2016 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$21,742,343
Total of all expenses incurred	2016-12-31	$5,370,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,370,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$13,965,026
Value of total assets at end of year	2016-12-31	$125,853,492
Value of total assets at beginning of year	2016-12-31	$109,481,276
Total interest from all sources	2016-12-31	$710,826
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,666,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,666,309
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$9,867,422
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,941,632
Other income not declared elsewhere	2016-12-31	$59,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$16,372,216
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$125,853,492
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$109,481,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$93,209,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$82,162,016
Value of interest in pooled separate accounts at end of year	2016-12-31	$7,349,640
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,542,112
Interest on participant loans	2016-12-31	$1
Interest earned on other investments	2016-12-31	$710,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,346,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,202,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,202,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$23,947,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$19,574,530
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$275,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,990,219
Net investment gain/loss from pooled separate accounts	2016-12-31	$350,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$155,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,095,081
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RUBINO & COMPANY, CHARTERED
Accountancy firm EIN	2016-12-31	521186096
2015 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$13,887,456
Total of all expenses incurred	2015-12-31	$6,027,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,005,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$12,972,787
Value of total assets at end of year	2015-12-31	$109,481,276
Value of total assets at beginning of year	2015-12-31	$101,621,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$22,500
Total interest from all sources	2015-12-31	$590,056
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,849,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,849,518
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$9,223,431
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$3,650,059
Other income not declared elsewhere	2015-12-31	$78,533
Administrative expenses (other) incurred	2015-12-31	$22,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$7,859,570
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$109,481,276
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$101,621,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$82,162,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$76,069,075
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,542,112
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,771,396
Interest on participant loans	2015-12-31	$1
Interest earned on other investments	2015-12-31	$590,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,202,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,348,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,348,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$19,574,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$18,432,348
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$995,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,088,621
Net investment gain/loss from pooled separate accounts	2015-12-31	$485,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$99,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,010,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RUBINO & COMPANY, CHARTERED
Accountancy firm EIN	2015-12-31	521186096
2014 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$18,682,915
Total of all expenses incurred	2014-12-31	$4,147,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,136,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$12,808,695
Value of total assets at end of year	2014-12-31	$101,621,706
Value of total assets at beginning of year	2014-12-31	$87,086,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,571
Total interest from all sources	2014-12-31	$561,974
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,455,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,455,093
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$8,214,657
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,517,355
Other income not declared elsewhere	2014-12-31	$72,510
Administrative expenses (other) incurred	2014-12-31	$11,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$14,535,104
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$101,621,706
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$87,086,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$76,069,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$64,779,091
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,771,396
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,939,698
Interest on participant loans	2014-12-31	$14
Interest earned on other investments	2014-12-31	$561,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,348,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,192,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,192,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$18,432,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$16,175,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,168,210
Net investment gain/loss from pooled separate accounts	2014-12-31	$616,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$76,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,136,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	RUBINO & COMPANY, CHARTERED
Accountancy firm EIN	2014-12-31	521186096
2013 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$23,147,201
Total of all expenses incurred	2013-12-31	$4,630,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,630,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$10,022,575
Value of total assets at end of year	2013-12-31	$87,086,602
Value of total assets at beginning of year	2013-12-31	$68,570,329
Total interest from all sources	2013-12-31	$487,949
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$973,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$973,228
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$7,292,927
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,713,872
Other income not declared elsewhere	2013-12-31	$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$18,516,273
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$87,086,602
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$68,570,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$64,779,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$49,944,451
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,939,698
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,697,072
Interest on participant loans	2013-12-31	$18
Interest earned on other investments	2013-12-31	$487,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,192,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,145,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,145,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$16,175,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$13,783,000
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$1,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$11,264,525
Net investment gain/loss from pooled separate accounts	2013-12-31	$398,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$15,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,629,713
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	RUBINO & COMPANY, CHARTERED
Accountancy firm EIN	2013-12-31	521186096
2012 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$14,976,008
Total of all expenses incurred	2012-12-31	$2,987,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,987,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$7,685,083
Value of total assets at end of year	2012-12-31	$68,570,329
Value of total assets at beginning of year	2012-12-31	$56,581,944
Total interest from all sources	2012-12-31	$435,868
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$379,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$379,852
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$6,546,934
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,138,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$11,988,385
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$68,570,329
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$56,581,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$49,944,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$39,588,252
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,697,072
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,267,201
Interest earned on other investments	2012-12-31	$435,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,145,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,084,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,084,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$13,783,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$12,641,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$6,119,284
Net investment gain/loss from pooled separate accounts	2012-12-31	$355,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,987,623
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	RUBINO & COMPANY, CHARTERED
Accountancy firm EIN	2012-12-31	521186096
2011 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$7,260,688
Total of all expenses incurred	2011-12-31	$2,135,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,134,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$7,541,886
Value of total assets at end of year	2011-12-31	$56,581,944
Value of total assets at beginning of year	2011-12-31	$51,456,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$172
Total interest from all sources	2011-12-31	$324,360
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$235,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$235,885
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$5,727,172
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,814,714
Administrative expenses (other) incurred	2011-12-31	$172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$5,125,657
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$56,581,944
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$51,456,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$39,588,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$37,710,863
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,267,201
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,654,313
Interest earned on other investments	2011-12-31	$324,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,084,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$977,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$977,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$12,641,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$10,113,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,203,299
Net investment gain/loss from pooled separate accounts	2011-12-31	$361,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,134,859
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	RUBINO & COMPANY
Accountancy firm EIN	2011-12-31	521186096
2010 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$5,094
Total income from all sources (including contributions)	2010-12-31	$10,608,105
Total of all expenses incurred	2010-12-31	$3,714,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,714,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$5,212,644
Value of total assets at end of year	2010-12-31	$51,456,287
Value of total assets at beginning of year	2010-12-31	$44,557,357
Total interest from all sources	2010-12-31	$314,190
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$91,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$91,381
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$5,000,034
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$212,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$6,893,836
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$51,456,287
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$44,557,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$37,710,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$31,793,981
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,654,313
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,012,672
Interest earned on other investments	2010-12-31	$314,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$977,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,078,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,078,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$10,113,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$9,672,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,684,065
Net investment gain/loss from pooled separate accounts	2010-12-31	$305,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,714,269
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	RUBINO & MCGEEHIN, CHARTERED
Accountancy firm EIN	2010-12-31	521186096
2009 : AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0