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RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 401k Plan overview

Plan NameRETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN
Plan identification number 001

RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

ROHAN WOODS SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:ROHAN WOODS SCHOOL
Employer identification number (EIN):431337932
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01SAM TEMPLIN PAGE2022-04-04
0012019-07-01SAM TEMPLIN PAGE2021-01-27
0012018-07-01SAM TEMPLIN PAGE2020-02-03 SAM TEMPLIN PAGE2020-02-03
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012014-07-01
0012013-07-01
0012012-07-01SAM TEMPLIN PAGE
0012011-07-01SAM TEMPLIN PAGE
0012010-07-01SAM TEMPLIN PAGE
0012009-07-01KELLY HORN

Plan Statistics for RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN

401k plan membership statisitcs for RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN

Measure Date Value
2020: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0147
Total number of active participants reported on line 7a of the Form 55002020-07-0119
Number of other retired or separated participants entitled to future benefits2020-07-0126
Total of all active and inactive participants2020-07-0145
Total participants2020-07-0145
Number of participants with account balances2020-07-0145
2019: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0146
Total number of active participants reported on line 7a of the Form 55002019-07-0119
Number of other retired or separated participants entitled to future benefits2019-07-0128
Total of all active and inactive participants2019-07-0147
Total participants2019-07-0147
Number of participants with account balances2019-07-0146
2018: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0144
Total number of active participants reported on line 7a of the Form 55002018-07-0116
Number of other retired or separated participants entitled to future benefits2018-07-0130
Total of all active and inactive participants2018-07-0146
Total participants2018-07-0146
Number of participants with account balances2018-07-0145
2017: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0145
Total number of active participants reported on line 7a of the Form 55002017-07-0117
Number of other retired or separated participants entitled to future benefits2017-07-0127
Total of all active and inactive participants2017-07-0144
Total participants2017-07-0144
Number of participants with account balances2017-07-0144
2016: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0144
Total number of active participants reported on line 7a of the Form 55002016-07-0123
Number of other retired or separated participants entitled to future benefits2016-07-0122
Total of all active and inactive participants2016-07-0145
Total participants2016-07-0145
Number of participants with account balances2016-07-0145
2015: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0142
Total number of active participants reported on line 7a of the Form 55002015-07-0121
Number of other retired or separated participants entitled to future benefits2015-07-0123
Total of all active and inactive participants2015-07-0144
Total participants2015-07-0144
Number of participants with account balances2015-07-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0142
Total number of active participants reported on line 7a of the Form 55002014-07-0118
Number of other retired or separated participants entitled to future benefits2014-07-0124
Total of all active and inactive participants2014-07-0142
Total participants2014-07-0142
Number of participants with account balances2014-07-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0146
Total number of active participants reported on line 7a of the Form 55002013-07-0118
Number of other retired or separated participants entitled to future benefits2013-07-0127
Total of all active and inactive participants2013-07-0145
Total participants2013-07-0145
Number of participants with account balances2013-07-0142
2012: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0146
Total number of active participants reported on line 7a of the Form 55002012-07-0121
Number of other retired or separated participants entitled to future benefits2012-07-0125
Total of all active and inactive participants2012-07-0146
Total participants2012-07-0146
Number of participants with account balances2012-07-0143
2011: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0146
Total number of active participants reported on line 7a of the Form 55002011-07-0121
Number of other retired or separated participants entitled to future benefits2011-07-0125
Total of all active and inactive participants2011-07-0146
Total participants2011-07-0146
Number of participants with account balances2011-07-0142
2010: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0145
Total number of active participants reported on line 7a of the Form 55002010-07-0123
Number of other retired or separated participants entitled to future benefits2010-07-0123
Total of all active and inactive participants2010-07-0146
Total participants2010-07-0146
Number of participants with account balances2010-07-0142
2009: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0148
Total number of active participants reported on line 7a of the Form 55002009-07-0120
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0122
Total of all active and inactive participants2009-07-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-0143
Number of participants with account balances2009-07-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN

Measure Date Value
2021 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2021 401k financial data
Total income from all sources2021-06-30$530,271
Expenses. Total of all expenses incurred2021-06-30$51,426
Benefits paid (including direct rollovers)2021-06-30$51,426
Total plan assets at end of year2021-06-30$2,378,453
Total plan assets at beginning of year2021-06-30$1,899,608
Value of fidelity bond covering the plan2021-06-30$250,000
Total contributions received or receivable from participants2021-06-30$40,099
Contributions received from other sources (not participants or employers)2021-06-30$417
Other income received2021-06-30$463,550
Net income (gross income less expenses)2021-06-30$478,845
Net plan assets at end of year (total assets less liabilities)2021-06-30$2,378,453
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$1,899,608
Total contributions received or receivable from employer(s)2021-06-30$26,205
2020 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2020 401k financial data
Total income from all sources2020-06-30$177,646
Expenses. Total of all expenses incurred2020-06-30$66,726
Benefits paid (including direct rollovers)2020-06-30$66,726
Total plan assets at end of year2020-06-30$1,899,608
Total plan assets at beginning of year2020-06-30$1,788,688
Value of fidelity bond covering the plan2020-06-30$250,000
Total contributions received or receivable from participants2020-06-30$42,128
Contributions received from other sources (not participants or employers)2020-06-30$417
Other income received2020-06-30$106,445
Net income (gross income less expenses)2020-06-30$110,920
Net plan assets at end of year (total assets less liabilities)2020-06-30$1,899,608
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$1,788,688
Total contributions received or receivable from employer(s)2020-06-30$28,656
2019 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2019 401k financial data
Total income from all sources2019-06-30$151,735
Expenses. Total of all expenses incurred2019-06-30$168,030
Benefits paid (including direct rollovers)2019-06-30$168,030
Total plan assets at end of year2019-06-30$1,788,688
Total plan assets at beginning of year2019-06-30$1,804,983
Value of fidelity bond covering the plan2019-06-30$250,000
Total contributions received or receivable from participants2019-06-30$37,976
Contributions received from other sources (not participants or employers)2019-06-30$419
Other income received2019-06-30$88,186
Net income (gross income less expenses)2019-06-30$-16,295
Net plan assets at end of year (total assets less liabilities)2019-06-30$1,788,688
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$1,804,983
Total contributions received or receivable from employer(s)2019-06-30$25,154
2018 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2018 401k financial data
Total income from all sources2018-06-30$249,824
Expenses. Total of all expenses incurred2018-06-30$476,786
Benefits paid (including direct rollovers)2018-06-30$476,786
Total plan assets at end of year2018-06-30$1,804,983
Total plan assets at beginning of year2018-06-30$2,031,945
Value of fidelity bond covering the plan2018-06-30$250,000
Total contributions received or receivable from participants2018-06-30$33,366
Contributions received from other sources (not participants or employers)2018-06-30$10,458
Other income received2018-06-30$179,178
Net income (gross income less expenses)2018-06-30$-226,962
Net plan assets at end of year (total assets less liabilities)2018-06-30$1,804,983
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$2,031,945
Total contributions received or receivable from employer(s)2018-06-30$26,822
2017 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2017 401k financial data
Total income from all sources2017-06-30$264,004
Expenses. Total of all expenses incurred2017-06-30$107,023
Benefits paid (including direct rollovers)2017-06-30$107,023
Total plan assets at end of year2017-06-30$2,031,945
Total plan assets at beginning of year2017-06-30$1,874,964
Value of fidelity bond covering the plan2017-06-30$250,000
Total contributions received or receivable from participants2017-06-30$35,125
Contributions received from other sources (not participants or employers)2017-06-30$424
Other income received2017-06-30$200,511
Net income (gross income less expenses)2017-06-30$156,981
Net plan assets at end of year (total assets less liabilities)2017-06-30$2,031,945
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$1,874,964
Total contributions received or receivable from employer(s)2017-06-30$27,944
2016 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2016 401k financial data
Total income from all sources2016-06-30$89,567
Expenses. Total of all expenses incurred2016-06-30$92,645
Benefits paid (including direct rollovers)2016-06-30$92,645
Total plan assets at end of year2016-06-30$1,874,964
Total plan assets at beginning of year2016-06-30$1,878,042
Value of fidelity bond covering the plan2016-06-30$250,000
Total contributions received or receivable from participants2016-06-30$38,590
Contributions received from other sources (not participants or employers)2016-06-30$12,390
Other income received2016-06-30$10,433
Net income (gross income less expenses)2016-06-30$-3,078
Net plan assets at end of year (total assets less liabilities)2016-06-30$1,874,964
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$1,878,042
Total contributions received or receivable from employer(s)2016-06-30$28,154
2015 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2015 401k financial data
Transfers to/from the plan2015-06-30$15,779
Total income from all sources2015-06-30$137,249
Expenses. Total of all expenses incurred2015-06-30$88,946
Benefits paid (including direct rollovers)2015-06-30$88,946
Total plan assets at end of year2015-06-30$1,878,042
Total plan assets at beginning of year2015-06-30$1,813,960
Value of fidelity bond covering the plan2015-06-30$175,000
Total contributions received or receivable from participants2015-06-30$30,145
Contributions received from other sources (not participants or employers)2015-06-30$418
Other income received2015-06-30$89,911
Net income (gross income less expenses)2015-06-30$48,303
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,878,042
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,813,960
Total contributions received or receivable from employer(s)2015-06-30$16,775
2014 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2014 401k financial data
Total income from all sources2014-06-30$418,507
Expenses. Total of all expenses incurred2014-06-30$221,892
Benefits paid (including direct rollovers)2014-06-30$221,892
Total plan assets at end of year2014-06-30$1,813,960
Total plan assets at beginning of year2014-06-30$1,617,345
Value of fidelity bond covering the plan2014-06-30$175,000
Total contributions received or receivable from participants2014-06-30$25,493
Contributions received from other sources (not participants or employers)2014-06-30$137,000
Other income received2014-06-30$256,014
Net income (gross income less expenses)2014-06-30$196,615
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,813,960
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,617,345
2013 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2013 401k financial data
Total income from all sources2013-06-30$230,255
Expenses. Total of all expenses incurred2013-06-30$43,694
Benefits paid (including direct rollovers)2013-06-30$43,694
Total plan assets at end of year2013-06-30$1,617,345
Total plan assets at beginning of year2013-06-30$1,430,784
Value of fidelity bond covering the plan2013-06-30$175,000
Total contributions received or receivable from participants2013-06-30$27,732
Contributions received from other sources (not participants or employers)2013-06-30$38,419
Other income received2013-06-30$164,104
Net income (gross income less expenses)2013-06-30$186,561
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,617,345
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,430,784
2012 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2012 401k financial data
Total income from all sources2012-06-30$23,307
Expenses. Total of all expenses incurred2012-06-30$192,428
Benefits paid (including direct rollovers)2012-06-30$192,428
Total plan assets at end of year2012-06-30$1,430,784
Total plan assets at beginning of year2012-06-30$1,599,905
Value of fidelity bond covering the plan2012-06-30$175,000
Total contributions received or receivable from participants2012-06-30$33,222
Other income received2012-06-30$-9,915
Net income (gross income less expenses)2012-06-30$-169,121
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,430,784
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,599,905
2011 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2011 401k financial data
Total income from all sources2011-06-30$322,044
Expenses. Total of all expenses incurred2011-06-30$34,273
Benefits paid (including direct rollovers)2011-06-30$34,273
Total plan assets at end of year2011-06-30$1,599,905
Total plan assets at beginning of year2011-06-30$1,312,134
Value of fidelity bond covering the plan2011-06-30$130,000
Total contributions received or receivable from participants2011-06-30$41,735
Other income received2011-06-30$270,843
Net income (gross income less expenses)2011-06-30$287,771
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,599,905
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,312,134
Total contributions received or receivable from employer(s)2011-06-30$9,466

Form 5500 Responses for RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN

2020: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356388
Policy instance 1
Insurance contract or identification number356388
Number of Individuals Covered46
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number356388
Policy instance 1
Insurance contract or identification number356388
Number of Individuals Covered46
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number356388
Policy instance 1
Insurance contract or identification number356388
Number of Individuals Covered45
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number356388
Policy instance 1
Insurance contract or identification number356388
Number of Individuals Covered44
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number356388
Policy instance 1
Insurance contract or identification number356388
Number of Individuals Covered44
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number356388
Policy instance 1
Insurance contract or identification number356388
Number of Individuals Covered42
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number356388
Policy instance 1
Insurance contract or identification number356388
Number of Individuals Covered42
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number356388
Policy instance 1
Insurance contract or identification number356388
Number of Individuals Covered43
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number356388
Policy instance 1
Insurance contract or identification number356388
Number of Individuals Covered42
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number356388
Policy instance 1
Insurance contract or identification number356388
Number of Individuals Covered42
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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