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CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameCLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN
Plan identification number 001

CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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.

401k Sponsoring company profile

CLEVELAND INSTITUTE OF ART has sponsored the creation of one or more 401k plans.

Company Name:CLEVELAND INSTITUTE OF ART
Employer identification number (EIN):340714334
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ALMUT ZVOSEC
0012016-01-01ALMUT ZVOSEC
0012015-01-01ALMUT ZVOSEC
0012014-01-01ALMUT ZVOSEC
0012013-01-01ALMUT ZVOSEC
0012012-01-01ALMUT ZVOSEC
0012011-01-01ALMUT ZVOSEC
0012010-01-01ALMUT ZVOSEC
0012009-01-01ALMUT ZVOSEC

Plan Statistics for CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01260
Total number of active participants reported on line 7a of the Form 55002022-01-0189
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01173
Total of all active and inactive participants2022-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01263
Number of participants with account balances2022-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01264
Total number of active participants reported on line 7a of the Form 55002021-01-0196
Number of other retired or separated participants entitled to future benefits2021-01-01164
Total of all active and inactive participants2021-01-01260
Total participants2021-01-01260
Number of participants with account balances2021-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01267
Total number of active participants reported on line 7a of the Form 55002020-01-01109
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01155
Total of all active and inactive participants2020-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01264
Number of participants with account balances2020-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01259
Total number of active participants reported on line 7a of the Form 55002019-01-01115
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01151
Total of all active and inactive participants2019-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01267
Number of participants with account balances2019-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01256
Total number of active participants reported on line 7a of the Form 55002018-01-01124
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01135
Total of all active and inactive participants2018-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01259
Number of participants with account balances2018-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01252
Total number of active participants reported on line 7a of the Form 55002017-01-01123
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01133
Total of all active and inactive participants2017-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01256
Number of participants with account balances2017-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01242
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01132
Total of all active and inactive participants2016-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01252
Number of participants with account balances2016-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01237
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01134
Total of all active and inactive participants2015-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01242
Number of participants with account balances2015-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01262
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01123
Total of all active and inactive participants2014-01-01237
Total participants2014-01-01237
Number of participants with account balances2014-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01259
Total number of active participants reported on line 7a of the Form 55002013-01-01151
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01111
Total of all active and inactive participants2013-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01262
Number of participants with account balances2013-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01264
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01106
Total of all active and inactive participants2012-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01259
Number of participants with account balances2012-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01257
Total number of active participants reported on line 7a of the Form 55002011-01-01164
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01100
Total of all active and inactive participants2011-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01264
Number of participants with account balances2011-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01314
Total number of active participants reported on line 7a of the Form 55002010-01-01161
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0196
Total of all active and inactive participants2010-01-01257
Total participants2010-01-01257
Number of participants with account balances2010-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01312
Total number of active participants reported on line 7a of the Form 55002009-01-01272
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01314
Number of participants with account balances2009-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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$0
Total income from all sources (including contributions)2022-12-31$-2,870,412
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,004,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,983,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$845,867
Value of total assets at end of year2022-12-31$27,932,953
Value of total assets at beginning of year2022-12-31$33,807,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,180
Total interest from all sources2022-12-31$323,008
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$493,264
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$493,264
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$588,629
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$5,371
Participant contributions at end of year2022-12-31$23,977
Participant contributions at beginning of year2022-12-31$20,910
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,467
Other income not declared elsewhere2022-12-31$8,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,874,676
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,932,953
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,807,629
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,437,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,712,127
Value of interest in pooled separate accounts at end of year2022-12-31$777,748
Value of interest in pooled separate accounts at beginning of year2022-12-31$734,714
Interest on participant loans2022-12-31$86
Interest earned on other investments2022-12-31$322,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,683,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,328,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,601,788
Net investment gain/loss from pooled separate accounts2022-12-31$60,956
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$252,771
Employer contributions (assets) at end of year2022-12-31$10,236
Employer contributions (assets) at beginning of year2022-12-31$5,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,983,084
Contract administrator fees2022-12-31$21,180
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2022-12-31340677006
2021 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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$4,794,250
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,486,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,460,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$930,171
Value of total assets at end of year2021-12-31$33,807,629
Value of total assets at beginning of year2021-12-31$31,499,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,440
Total interest from all sources2021-12-31$272,421
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$861,846
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$861,846
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$534,337
Participant contributions at end of year2021-12-31$5,371
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$20,910
Participant contributions at beginning of year2021-12-31$21,561
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$241,421
Other income not declared elsewhere2021-12-31$10,307
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,308,109
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,807,629
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,499,520
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,712,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,630,407
Value of interest in pooled separate accounts at end of year2021-12-31$734,714
Value of interest in pooled separate accounts at beginning of year2021-12-31$699,159
Interest on participant loans2021-12-31$99
Interest earned on other investments2021-12-31$272,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,328,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,142,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,602,154
Net investment gain/loss from pooled separate accounts2021-12-31$117,351
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$154,413
Employer contributions (assets) at end of year2021-12-31$5,739
Employer contributions (assets) at beginning of year2021-12-31$6,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,460,701
Contract administrator fees2021-12-31$25,440
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2021-12-31340677006
2020 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$71,594
Total unrealized appreciation/depreciation of assets2020-12-31$71,594
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$4,197,057
Total loss/gain on sale of assets2020-12-31$665,195
Total of all expenses incurred2020-12-31$2,906,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,895,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$956,380
Value of total assets at end of year2020-12-31$31,499,520
Value of total assets at beginning of year2020-12-31$30,208,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,246
Total interest from all sources2020-12-31$159,028
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$465,544
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$465,544
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$585,211
Participant contributions at end of year2020-12-31$21,561
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$67,714
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$1,290,939
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,499,520
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,208,581
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,630,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,331,067
Value of interest in pooled separate accounts at end of year2020-12-31$699,159
Value of interest in pooled separate accounts at beginning of year2020-12-31$747,148
Interest earned on other investments2020-12-31$159,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,142,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,130,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,911,870
Net investment gain/loss from pooled separate accounts2020-12-31$-32,554
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$303,455
Employer contributions (assets) at end of year2020-12-31$6,274
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$2,895,872
Contract administrator fees2020-12-31$10,246
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
Aggregate proceeds on sale of assets2020-12-31$974,500
Aggregate carrying amount (costs) on sale of assets2020-12-31$309,305
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2020-12-31340677006
2019 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,314,658
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,314,658
Total unrealized appreciation/depreciation of assets2019-12-31$3,314,658
Total unrealized appreciation/depreciation of assets2019-12-31$3,314,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total 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$5,650,721
Total income from all sources (including contributions)2019-12-31$5,650,721
Total loss/gain on sale of assets2019-12-31$398,441
Total loss/gain on sale of assets2019-12-31$398,441
Total of all expenses incurred2019-12-31$1,940,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,933,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,933,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,243,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,243,611
Value of total assets at end of year2019-12-31$30,208,581
Value of total assets at end of year2019-12-31$30,208,581
Value of total assets at beginning of year2019-12-31$26,498,384
Value of total assets at beginning of year2019-12-31$26,498,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,821
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$694,011
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$694,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$694,011
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$694,011
Administrative expenses professional fees incurred2019-12-31$6,821
Administrative expenses professional fees incurred2019-12-31$6,821
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$624,635
Contributions received from participants2019-12-31$624,635
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$22,486
Participant contributions at beginning of year2019-12-31$22,486
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$204,642
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$204,642
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
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$3,710,197
Value of net income/loss2019-12-31$3,710,197
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,208,581
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,208,581
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,498,384
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,498,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,331,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,331,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,927,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,927,425
Value of interest in pooled separate accounts at end of year2019-12-31$747,148
Value of interest in pooled separate accounts at end of year2019-12-31$747,148
Value of interest in pooled separate accounts at beginning of year2019-12-31$691,144
Value of interest in pooled separate accounts at beginning of year2019-12-31$691,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,130,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,130,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,839,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,839,672
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$156,678
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$156,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$414,334
Contributions received in cash from employer2019-12-31$414,334
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$17,657
Employer contributions (assets) at beginning of year2019-12-31$17,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,777,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,777,025
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$460,987
Aggregate proceeds on sale of assets2019-12-31$460,987
Aggregate carrying amount (costs) on sale of assets2019-12-31$62,546
Aggregate carrying amount (costs) on sale of assets2019-12-31$62,546
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MALONEY & NOVOTNY, LLC
Accountancy firm name2019-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2019-12-31340677006
Accountancy firm EIN2019-12-31340677006
2018 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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$0
Total income from all sources (including contributions)2018-12-31$-35,979
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,920,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,914,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,113,962
Value of total assets at end of year2018-12-31$26,498,384
Value of total assets at beginning of year2018-12-31$28,454,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,138
Total interest from all sources2018-12-31$290,448
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$792,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$792,470
Administrative expenses professional fees incurred2018-12-31$5,138
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$541,997
Participant contributions at end of year2018-12-31$22,486
Participant contributions at beginning of year2018-12-31$21,048
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$174,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,955,981
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,498,384
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,454,365
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,927,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,311,277
Value of interest in pooled separate accounts at end of year2018-12-31$691,144
Value of interest in pooled separate accounts at beginning of year2018-12-31$711,059
Interest earned on other investments2018-12-31$290,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,839,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,395,333
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$525,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,266,499
Net investment gain/loss from pooled separate accounts2018-12-31$33,640
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$397,234
Employer contributions (assets) at end of year2018-12-31$17,657
Employer contributions (assets) at beginning of year2018-12-31$15,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,389,091
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 name2018-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2018-12-31340677006
2017 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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$4,906,777
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,963,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,963,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,216,280
Value of total assets at end of year2017-12-31$28,454,365
Value of total assets at beginning of year2017-12-31$25,511,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$261,004
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$417,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$417,745
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$511,385
Participant contributions at end of year2017-12-31$21,048
Participant contributions at beginning of year2017-12-31$19,435
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$331,061
Other income not declared elsewhere2017-12-31$25,028
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$2,943,348
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,454,365
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,511,017
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,311,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,141,923
Value of interest in pooled separate accounts at end of year2017-12-31$711,059
Value of interest in pooled separate accounts at beginning of year2017-12-31$723,815
Interest earned on other investments2017-12-31$261,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,395,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,610,812
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$146,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,955,653
Net investment gain/loss from pooled separate accounts2017-12-31$31,067
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$373,834
Employer contributions (assets) at end of year2017-12-31$15,648
Employer contributions (assets) at beginning of year2017-12-31$15,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,817,214
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 name2017-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2017-12-31340677006
2016 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,822,297
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,789,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,789,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,163,047
Value of total assets at end of year2016-12-31$25,511,017
Value of total assets at beginning of year2016-12-31$24,478,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$273,877
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$293,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$293,304
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$542,904
Participant contributions at end of year2016-12-31$19,435
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$244,247
Other income not declared elsewhere2016-12-31$374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,032,406
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,511,017
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,478,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,141,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,196,520
Value of interest in pooled separate accounts at end of year2016-12-31$723,815
Value of interest in pooled separate accounts at beginning of year2016-12-31$720,933
Interest earned on other investments2016-12-31$273,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,610,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,561,158
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$383,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,055,267
Net investment gain/loss from pooled separate accounts2016-12-31$36,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$375,896
Employer contributions (assets) at end of year2016-12-31$15,032
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,406,145
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2016-12-31340677006
2015 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,915,876
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$945,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$945,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,675,574
Value of total assets at end of year2015-12-31$24,478,611
Value of total assets at beginning of year2015-12-31$23,508,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$256,821
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$364,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$364,497
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$516,023
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$797,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$970,140
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,478,611
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,508,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,196,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,149,782
Value of interest in pooled separate accounts at end of year2015-12-31$720,933
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,010,077
Interest earned on other investments2015-12-31$256,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,561,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,348,612
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$87,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-446,019
Net investment gain/loss from pooled separate accounts2015-12-31$65,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$361,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$858,193
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2015-12-31340677006
2014 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,242,546
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$757,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$757,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$888,179
Value of total assets at end of year2014-12-31$23,508,471
Value of total assets at beginning of year2014-12-31$22,023,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$255,881
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$148,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$148,340
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$508,725
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$64,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,484,764
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,508,471
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,023,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,149,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,937,573
Value of interest in pooled separate accounts at end of year2014-12-31$1,010,077
Value of interest in pooled separate accounts at beginning of year2014-12-31$884,593
Interest earned on other investments2014-12-31$255,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,348,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,201,541
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$69,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$841,048
Net investment gain/loss from pooled separate accounts2014-12-31$109,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$314,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$688,194
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2014-12-31340677006
2013 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,707,484
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,024,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,024,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$754,730
Value of total assets at end of year2013-12-31$22,023,707
Value of total assets at beginning of year2013-12-31$19,340,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$232,367
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$134,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$134,105
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$515,042
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,682,716
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,023,707
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,340,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,937,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,937,347
Value of interest in pooled separate accounts at end of year2013-12-31$884,593
Value of interest in pooled separate accounts at beginning of year2013-12-31$743,709
Interest earned on other investments2013-12-31$232,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,201,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,659,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,511,557
Net investment gain/loss from pooled separate accounts2013-12-31$74,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$227,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,024,768
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2013-12-31340677006
2012 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,545,822
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,170,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,170,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$702,397
Value of total assets at end of year2012-12-31$19,340,991
Value of total assets at beginning of year2012-12-31$17,965,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$231,508
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$42,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$42,974
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$499,195
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,375,515
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,340,991
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,965,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,937,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,417,509
Value of interest in pooled separate accounts at end of year2012-12-31$743,709
Value of interest in pooled separate accounts at beginning of year2012-12-31$712,316
Interest earned on other investments2012-12-31$231,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,659,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,835,651
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$133,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,502,410
Net investment gain/loss from pooled separate accounts2012-12-31$66,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$202,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,036,634
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2012-12-31340677006
2011 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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$750,202
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$525,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$523,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$709,245
Value of total assets at end of year2011-12-31$17,965,476
Value of total assets at beginning of year2011-12-31$17,740,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,376
Total interest from all sources2011-12-31$225,352
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$24,529
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$24,529
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$500,546
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,151
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$224,721
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,965,476
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,740,755
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$11,417,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,585,555
Value of interest in pooled separate accounts at end of year2011-12-31$712,316
Value of interest in pooled separate accounts at beginning of year2011-12-31$553,705
Interest earned on other investments2011-12-31$225,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,835,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,601,495
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-284,033
Net investment gain/loss from pooled separate accounts2011-12-31$75,109
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$200,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$521,309
Contract administrator fees2011-12-31$2,376
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 name2011-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2011-12-31340677006
2010 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$1,491,928
Total unrealized appreciation/depreciation of assets2010-12-31$1,491,928
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$2,217,781
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$687,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$687,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$704,234
Value of total assets at end of year2010-12-31$17,740,755
Value of total assets at beginning of year2010-12-31$16,210,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$37,697
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$7,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$7,695
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$501,091
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$1,529,923
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,740,755
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,210,832
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$11,585,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,282,438
Value of interest in pooled separate accounts at end of year2010-12-31$553,705
Value of interest in pooled separate accounts at beginning of year2010-12-31$484,080
Interest earned on other investments2010-12-31$37,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,601,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,444,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,224
Net investment gain/loss from pooled separate accounts2010-12-31$-30,997
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$203,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$687,858
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 name2010-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2010-12-31340677006
2009 : CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND 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 securities2009-12-31$0

Form 5500 Responses for CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN

2022: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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
2016: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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 number500757
Policy instance 1
Insurance contract or identification number500757
Number of Individuals Covered259
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500757
Policy instance 1
Insurance contract or identification number500757
Number of Individuals Covered257
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500757
Policy instance 1
Insurance contract or identification number500757
Number of Individuals Covered262
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500757
Policy instance 1
Insurance contract or identification number500757
Number of Individuals Covered264
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500757
Policy instance 1
Insurance contract or identification number500757
Number of Individuals Covered256
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500757
Policy instance 1
Insurance contract or identification number500757
Number of Individuals Covered252
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327287
Policy instance 1
Insurance contract or identification number327287
Number of Individuals Covered240
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327287
Policy instance 1
Insurance contract or identification number327287
Number of Individuals Covered200
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327287
Policy instance 1
Insurance contract or identification number327287
Number of Individuals Covered203
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327287
Policy instance 1
Insurance contract or identification number327287
Number of Individuals Covered226
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327287
Policy instance 1
Insurance contract or identification number327287
Number of Individuals Covered233
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327287
Policy instance 1
Insurance contract or identification number327287
Number of Individuals Covered227
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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