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CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 002

CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CHRISTIAN SCHOOLS INTERNATIONAL has sponsored the creation of one or more 401k plans.

Company Name:CHRISTIAN SCHOOLS INTERNATIONAL
Employer identification number (EIN):381565440
NAIC Classification:611000

Additional information about CHRISTIAN SCHOOLS INTERNATIONAL

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1961-02-08
Company Identification Number: C0409241

More information about CHRISTIAN SCHOOLS INTERNATIONAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01

Plan Statistics for CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011,207
Total number of active participants reported on line 7a of the Form 55002022-07-011,361
Number of other retired or separated participants entitled to future benefits2022-07-0195
Total of all active and inactive participants2022-07-011,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-011
Total participants2022-07-011,457
Number of participants with account balances2022-07-011,421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0111
2021: CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,063
Total number of active participants reported on line 7a of the Form 55002021-07-011,141
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0164
Total of all active and inactive participants2021-07-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-011,207
Number of participants with account balances2021-07-011,191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-016
2020: CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01964
Total number of active participants reported on line 7a of the Form 55002020-07-011,040
Number of other retired or separated participants entitled to future benefits2020-07-0123
Total of all active and inactive participants2020-07-011,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-011,064
Number of participants with account balances2020-07-011,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0110
2019: CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-010
Total number of active participants reported on line 7a of the Form 55002019-07-01949
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0115
Total of all active and inactive participants2019-07-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01964
Number of participants with account balances2019-07-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010

Financial Data on CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$4,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$2,815
Total income from all sources (including contributions)2023-06-30$8,570,834
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$753,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$481,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$6,369,369
Value of total assets at end of year2023-06-30$21,205,145
Value of total assets at beginning of year2023-06-30$13,386,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$272,220
Total interest from all sources2023-06-30$9,361
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$423,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$423,720
Was this plan covered by a fidelity bond2023-06-30No
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$4,142,715
Participant contributions at end of year2023-06-30$59,036
Participant contributions at beginning of year2023-06-30$65,908
Participant contributions at end of year2023-06-30$80,321
Participant contributions at beginning of year2023-06-30$63,323
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$302,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$4,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$2,815
Other income not declared elsewhere2023-06-30$63,040
Administrative expenses (other) incurred2023-06-30$272,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$7,817,256
Value of net assets at end of year (total assets less liabilities)2023-06-30$21,200,959
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$13,383,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$20,837,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$13,127,597
Interest on participant loans2023-06-30$3,383
Interest earned on other investments2023-06-30$5,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$176,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$86,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,705,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30Yes
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$1,924,512
Employer contributions (assets) at end of year2023-06-30$51,055
Employer contributions (assets) at beginning of year2023-06-30$43,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$481,358
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2023-06-30381357951
2022 : CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$2,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$3,156,838
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$490,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$259,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$5,211,040
Value of total assets at end of year2022-06-30$13,386,518
Value of total assets at beginning of year2022-06-30$10,716,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$230,148
Total interest from all sources2022-06-30$4,424
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$397,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$397,690
Was this plan covered by a fidelity bond2022-06-30No
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$3,463,590
Participant contributions at end of year2022-06-30$65,908
Participant contributions at beginning of year2022-06-30$71,863
Participant contributions at end of year2022-06-30$63,323
Participant contributions at beginning of year2022-06-30$60,813
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$67,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$2,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$2,666,775
Value of net assets at end of year (total assets less liabilities)2022-06-30$13,383,703
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$10,716,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$13,127,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$10,506,153
Interest on participant loans2022-06-30$2,300
Interest earned on other investments2022-06-30$2,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$86,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$40,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,457,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,679,587
Employer contributions (assets) at end of year2022-06-30$43,218
Employer contributions (assets) at beginning of year2022-06-30$37,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$259,915
Contract administrator fees2022-06-30$230,148
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2022-06-30381357951
2021 : CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$6,666,409
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$644,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$442,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$4,839,329
Value of total assets at end of year2021-06-30$10,716,928
Value of total assets at beginning of year2021-06-30$4,694,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$202,187
Total interest from all sources2021-06-30$2,386
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$150,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$150,370
Was this plan covered by a fidelity bond2021-06-30No
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$3,131,799
Participant contributions at end of year2021-06-30$71,863
Participant contributions at beginning of year2021-06-30$42,164
Participant contributions at end of year2021-06-30$60,813
Participant contributions at beginning of year2021-06-30$37,487
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$134,297
Other income not declared elsewhere2021-06-30$633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$6,021,970
Value of net assets at end of year (total assets less liabilities)2021-06-30$10,716,928
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,694,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$10,506,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,565,743
Interest on participant loans2021-06-30$2,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$40,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$12,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,673,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,573,233
Employer contributions (assets) at end of year2021-06-30$37,343
Employer contributions (assets) at beginning of year2021-06-30$36,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$442,252
Contract administrator fees2021-06-30$202,187
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2021-06-30381357951
2020 : CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$845,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$3,991,544
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$142,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$8,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,892,831
Value of total assets at end of year2020-06-30$4,694,958
Value of total assets at beginning of year2020-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$133,903
Total interest from all sources2020-06-30$1,429
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$44,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$44,257
Was this plan covered by a fidelity bond2020-06-30No
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$2,510,856
Participant contributions at end of year2020-06-30$42,164
Participant contributions at beginning of year2020-06-30$0
Participant contributions at end of year2020-06-30$37,487
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$212,518
Other income not declared elsewhere2020-06-30$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$3,849,458
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,694,958
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,565,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$0
Interest on participant loans2020-06-30$1,314
Interest earned on other investments2020-06-30$115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$12,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$52,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,169,457
Employer contributions (assets) at end of year2020-06-30$36,644
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$8,183
Contract administrator fees2020-06-30$133,903
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2020-06-30381357951

Form 5500 Responses for CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN

2022: CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-07-01Type of plan entityMulitple employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulitple employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulitple employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulitple employer plan
2019-07-01First time form 5500 has been submittedYes
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407763
Policy instance 1
Insurance contract or identification number407763
Number of Individuals Covered16
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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?Yes
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?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
Other information about contractGUARANTEED
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407763
Policy instance 1
Insurance contract or identification number407763
Number of Individuals Covered9
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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?Yes
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?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
Other information about contractGUARANTEED
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407763
Policy instance 1
Insurance contract or identification number407763
Number of Individuals Covered6
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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?Yes
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?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
Other information about contractGUARANTEED
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407763
Policy instance 1
Insurance contract or identification number407763
Number of Individuals Covered3
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?Yes
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?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
Other information about contractGUARANTEED

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