401k Plan data: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN plan

SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN
Plan identification number	003

SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

SOCIETY OF ACTUARIES RESEARCH INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: SOCIETY OF ACTUARIES RESEARCH INSTITUTE

Employer identification number (EIN): 362136422

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 ROSE FEALY 2023-08-16
003 2021-01-01 ROSE FEALY 2022-07-31
003 2020-01-01
003 2019-01-01
003 2019-01-01
003 2018-01-01 CAROL KOZLOWSKI 2019-10-10
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01 CAROL KOZLOWSKI
003 2012-01-01 CAROL KOZLOWSKI

Plan Statistics for SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN

401k plan membership statisitcs for SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN

Measure Date Value
2022: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 172
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 126
Total of all active and inactive participants 2022-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 299
Number of participants with account balances 2022-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 155
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 110
Total of all active and inactive participants 2021-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 265
Number of participants with account balances 2021-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 149
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 109
Total of all active and inactive participants 2020-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 258
Number of participants with account balances 2020-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 142
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 111
Total of all active and inactive participants 2019-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 253
Number of participants with account balances 2019-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 142
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 100
Total of all active and inactive participants 2018-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 243
Number of participants with account balances 2018-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 140
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 100
Total of all active and inactive participants 2017-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 240
Number of participants with account balances 2017-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 134
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 90
Total of all active and inactive participants 2016-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 224
Number of participants with account balances 2016-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 137
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 88
Total of all active and inactive participants 2015-01-01 225
Total participants 2015-01-01 225
Number of participants with account balances 2015-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 120
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 92
Total of all active and inactive participants 2014-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 212
Number of participants with account balances 2014-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 107
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 91
Total of all active and inactive participants 2013-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 198
Number of participants with account balances 2013-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 207
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 22
Total of all active and inactive participants 2012-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 229
Number of participants with account balances 2012-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	172
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	126
Total of all active and inactive participants	2022-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	299
Number of participants with account balances	2022-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	155
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	110
Total of all active and inactive participants	2021-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	265
Number of participants with account balances	2021-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	149
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	109
Total of all active and inactive participants	2020-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	258
Number of participants with account balances	2020-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	142
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	111
Total of all active and inactive participants	2019-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	253
Number of participants with account balances	2019-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	142
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	100
Total of all active and inactive participants	2018-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	243
Number of participants with account balances	2018-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	140
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	100
Total of all active and inactive participants	2017-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	240
Number of participants with account balances	2017-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	134
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	90
Total of all active and inactive participants	2016-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	224
Number of participants with account balances	2016-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	137
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	88
Total of all active and inactive participants	2015-01-01	225
Total participants	2015-01-01	225
Number of participants with account balances	2015-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	120
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	92
Total of all active and inactive participants	2014-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	212
Number of participants with account balances	2014-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	107
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	91
Total of all active and inactive participants	2013-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	198
Number of participants with account balances	2013-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	207
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	22
Total of all active and inactive participants	2012-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	229
Number of participants with account balances	2012-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN

Measure	Date	Value
2022 : SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-5,987,889
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,069,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,028,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,722,140
Value of total assets at end of year	2022-12-31	$55,163,199
Value of total assets at beginning of year	2022-12-31	$64,220,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$40,461
Total interest from all sources	2022-12-31	$341,929
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,780,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,780,827
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,617,578
Participant contributions at end of year	2022-12-31	$181,094
Participant contributions at beginning of year	2022-12-31	$79,361
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$269,636
Other income not declared elsewhere	2022-12-31	$38,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-9,057,102
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$55,163,199
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$64,220,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$44,781,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$54,148,815
Value of interest in pooled separate accounts at end of year	2022-12-31	$959,060
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$904,894
Interest on participant loans	2022-12-31	$4,944
Interest earned on other investments	2022-12-31	$336,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$9,241,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$9,087,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,945,634
Net investment gain/loss from pooled separate accounts	2022-12-31	$74,258
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,834,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,028,752
Contract administrator fees	2022-12-31	$40,461
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	RSM US LLP
Accountancy firm EIN	2022-12-31	420714325
2021 : SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$11,626,806
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,206,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,171,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,587,591
Value of total assets at end of year	2021-12-31	$64,220,301
Value of total assets at beginning of year	2021-12-31	$54,799,662
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$35,113
Total interest from all sources	2021-12-31	$284,662
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,413,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,413,920
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,586,379
Participant contributions at end of year	2021-12-31	$79,361
Participant contributions at beginning of year	2021-12-31	$4,876
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,261,730
Other income not declared elsewhere	2021-12-31	$43,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$9,420,639
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$64,220,301
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$54,799,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$54,148,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$45,849,759
Value of interest in pooled separate accounts at end of year	2021-12-31	$904,894
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$838,818
Income. Interest from loans (other than to participants)	2021-12-31	$2,166
Interest earned on other investments	2021-12-31	$282,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$9,087,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$8,106,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,296,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,739,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,171,054
Contract administrator fees	2021-12-31	$35,113
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	RSM US LLP
Accountancy firm EIN	2021-12-31	420714325
2020 : SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$158,157
Total unrealized appreciation/depreciation of assets	2020-12-31	$158,157
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	$10,375,745
Total loss/gain on sale of assets	2020-12-31	$94,623
Total of all expenses incurred	2020-12-31	$2,166,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,097,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,003,935
Value of total assets at end of year	2020-12-31	$54,799,662
Value of total assets at beginning of year	2020-12-31	$46,590,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$69,034
Total interest from all sources	2020-12-31	$40,809
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$895,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$895,451
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,358,696
Participant contributions at end of year	2020-12-31	$4,876
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$16,736
Other income not declared elsewhere	2020-12-31	$74,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,209,527
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$54,799,662
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$46,590,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$45,849,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$37,899,356
Value of interest in pooled separate accounts at end of year	2020-12-31	$838,818
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$916,561
Interest on participant loans	2020-12-31	$25
Interest earned on other investments	2020-12-31	$40,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$8,106,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,774,218
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$183,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$6,116,613
Net investment gain/loss from pooled separate accounts	2020-12-31	$-7,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,628,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,913,859
Contract administrator fees	2020-12-31	$69,034
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$94,623
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$181,752
Total unrealized appreciation/depreciation of assets	2019-12-31	$181,752
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$10,776,168
Total loss/gain on sale of assets	2019-12-31	$56,074
Total of all expenses incurred	2019-12-31	$1,119,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,076,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,424,080
Value of total assets at end of year	2019-12-31	$46,590,135
Value of total assets at beginning of year	2019-12-31	$36,933,510
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$43,491
Total interest from all sources	2019-12-31	$39,028
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$840,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$840,030
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,220,688
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$657,704
Other income not declared elsewhere	2019-12-31	$29,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$9,656,625
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$46,590,135
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$36,933,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$37,899,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$28,504,481
Value of interest in pooled separate accounts at end of year	2019-12-31	$916,561
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$907,764
Interest earned on other investments	2019-12-31	$39,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,774,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,521,265
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$59,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,156,090
Net investment gain/loss from pooled separate accounts	2019-12-31	$49,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,545,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,016,767
Contract administrator fees	2019-12-31	$43,491
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$56,074
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
2018 : SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,080,231
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$497,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$455,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,622,737
Value of total assets at end of year	2018-12-31	$36,933,510
Value of total assets at beginning of year	2018-12-31	$36,350,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$41,607
Total interest from all sources	2018-12-31	$273,126
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$788,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$788,084
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,124,655
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$10,320
Other income not declared elsewhere	2018-12-31	$26,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$582,786
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$36,933,510
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$36,350,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$28,504,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$28,341,789
Value of interest in pooled separate accounts at end of year	2018-12-31	$907,764
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$902,850
Interest earned on other investments	2018-12-31	$273,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,521,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$7,106,085
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$94,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,672,927
Net investment gain/loss from pooled separate accounts	2018-12-31	$42,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,487,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$361,618
Contract administrator fees	2018-12-31	$41,607
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RSM US LLP
Accountancy firm EIN	2018-12-31	420714325
2017 : SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$7,947,858
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,299,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,272,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,052,085
Value of total assets at end of year	2017-12-31	$36,350,724
Value of total assets at beginning of year	2017-12-31	$29,702,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$27,062
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$549,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$549,841
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$959,538
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$671,222
Other income not declared elsewhere	2017-12-31	$8,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$6,647,887
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$36,350,724
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$29,702,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$28,341,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$22,606,448
Value of interest in pooled separate accounts at end of year	2017-12-31	$902,850
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,135,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$7,106,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,961,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,337,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,421,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,272,909
Contract administrator fees	2017-12-31	$27,062
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RSM US LLP
Accountancy firm EIN	2017-12-31	420714325
2016 : SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2016 401k financial data
Total transfer of assets from this plan	2016-12-31	$111
Total income from all sources (including contributions)	2016-12-31	$4,302,746
Total of all expenses incurred	2016-12-31	$1,230,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,230,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,508,137
Value of total assets at end of year	2016-12-31	$29,702,837
Value of total assets at beginning of year	2016-12-31	$26,630,353
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$435,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$435,359
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$842,067
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$299,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,072,595
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$29,702,837
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$26,630,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$22,606,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,810,153
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,135,121
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,243,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$5,961,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$5,577,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,359,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,366,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,230,151
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RSM US LLP
Accountancy firm EIN	2016-12-31	420714325
2015 : SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$2,769,911
Total of all expenses incurred	2015-12-31	$1,938,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,938,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,416,805
Value of total assets at end of year	2015-12-31	$26,630,353
Value of total assets at beginning of year	2015-12-31	$25,798,579
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$333,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$333,117
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$777,498
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$423,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$831,774
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$26,630,353
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$25,798,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$19,810,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$18,147,531
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,243,182
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,847,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$5,577,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$5,803,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$19,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,216,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,938,137
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RSM US LLP
Accountancy firm EIN	2015-12-31	420714325
2014 : SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2014 401k financial data
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	$3,578,882
Total of all expenses incurred	2014-12-31	$1,604,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,604,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,927,928
Value of total assets at end of year	2014-12-31	$25,798,579
Value of total assets at beginning of year	2014-12-31	$23,824,345
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$42,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$42,502
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$690,044
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$194,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,974,234
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$25,798,579
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$23,824,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$18,147,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,721,560
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,847,937
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,594,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$5,803,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$5,508,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,608,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,043,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,604,648
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCGLADREY LLP
Accountancy firm EIN	2014-12-31	420714325
2013 : SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2013 401k financial data
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	$5,228,567
Total of all expenses incurred	2013-12-31	$987,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$987,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,781,493
Value of total assets at end of year	2013-12-31	$23,824,345
Value of total assets at beginning of year	2013-12-31	$19,583,213
Total interest from all sources	2013-12-31	$37,290
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$973
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$649,291
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$144,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,241,132
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$23,824,345
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$19,583,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,721,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,755,366
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,594,230
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,444,070
Interest earned on other investments	2013-12-31	$37,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,508,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$5,383,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,270,136
Net investment gain/loss from pooled separate accounts	2013-12-31	$138,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$987,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$987,435
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCGLADREY LLP
Accountancy firm EIN	2013-12-31	420714325
2012 : SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$16,331,603
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	$3,538,822
Total of all expenses incurred	2012-12-31	$287,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$287,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,712,943
Value of total assets at end of year	2012-12-31	$19,583,213
Value of total assets at beginning of year	2012-12-31	$0
Total interest from all sources	2012-12-31	$190,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$696,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,251,610
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$19,583,213
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$12,755,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,444,070
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest earned on other investments	2012-12-31	$190,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$5,383,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,506,519
Net investment gain/loss from pooled separate accounts	2012-12-31	$128,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,016,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$287,212
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714325

Form 5500 Responses for SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN

2022: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

500782

Policy instance

Insurance contract or identification number	500782
Number of Individuals Covered	153
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

500782

Policy instance

Insurance contract or identification number	500782
Number of Individuals Covered	157
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

500782

Policy instance

Insurance contract or identification number	500782
Number of Individuals Covered	167
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

500782

Policy instance

Insurance contract or identification number	500782
Number of Individuals Covered	169
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

369041

Policy instance

Insurance contract or identification number	369041
Number of Individuals Covered	170
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

369041

Policy instance

Insurance contract or identification number	369041
Number of Individuals Covered	172
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

369041

Policy instance

Insurance contract or identification number	369041
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

369041

Policy instance

Insurance contract or identification number	369041
Number of Individuals Covered	211
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

369041

Policy instance

Insurance contract or identification number	369041
Number of Individuals Covered	198
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

369041

Policy instance

Insurance contract or identification number	369041
Number of Individuals Covered	195
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SOCIETY OF ACTUARIES RESEARCH INSTITUTE
Employer identification number (EIN):	362136422
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	ROSE FEALY	2023-08-16
003	2021-01-01	ROSE FEALY	2022-07-31
003	2020-01-01
003	2019-01-01
003	2019-01-01
003	2018-01-01	CAROL KOZLOWSKI	2019-10-10
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01	CAROL KOZLOWSKI
003	2012-01-01	CAROL KOZLOWSKI