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KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameKANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN
Plan identification number 001

KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KANSAS CITY ART INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:KANSAS CITY ART INSTITUTE
Employer identification number (EIN):440546278
NAIC Classification:611000

Additional information about KANSAS CITY ART INSTITUTE

Jurisdiction of Incorporation: Missouri Secretary of State
Incorporation Date:
Company Identification Number: N00002348

More information about KANSAS CITY ART INSTITUTE

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LAURA SNOW LAURA SNOW2018-09-07
0012016-01-01LAURA SNOW LAURA SNOW2017-07-26
0012015-01-01LAURA SNOW LAURA SNOW2016-10-10
0012014-01-01LAURA SNOW LAURA SNOW2015-10-09
0012013-01-01DAWN TAYLOR
0012012-01-01RICHARD RIEDER RICHARD RIEDER2013-09-25
0012011-01-01RONALD CATTELINO
0012010-01-01RONALD CATTELINO RONALD CATTELINO2011-09-13
0012009-01-01SCOTT BECKLEY

Plan Statistics for KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01320
Total number of active participants reported on line 7a of the Form 55002022-01-01123
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01191
Total of all active and inactive participants2022-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01317
Number of participants with account balances2022-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01326
Total number of active participants reported on line 7a of the Form 55002021-01-01121
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01197
Total of all active and inactive participants2021-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01320
Number of participants with account balances2021-01-01320
2020: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01316
Total number of active participants reported on line 7a of the Form 55002020-01-01125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01199
Total of all active and inactive participants2020-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01326
Number of participants with account balances2020-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01323
Total number of active participants reported on line 7a of the Form 55002019-01-01119
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01195
Total of all active and inactive participants2019-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01316
Number of participants with account balances2019-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01328
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01202
Total of all active and inactive participants2018-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01323
Number of participants with account balances2018-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01309
Total number of active participants reported on line 7a of the Form 55002017-01-01123
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01203
Total of all active and inactive participants2017-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01328
Number of participants with account balances2017-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01308
Total number of active participants reported on line 7a of the Form 55002016-01-01117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01190
Total of all active and inactive participants2016-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01309
Number of participants with account balances2016-01-01306
2015: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01300
Total number of active participants reported on line 7a of the Form 55002015-01-01123
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01183
Total of all active and inactive participants2015-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01308
Number of participants with account balances2015-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01293
Total number of active participants reported on line 7a of the Form 55002014-01-01126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01172
Total of all active and inactive participants2014-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01300
Number of participants with account balances2014-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01295
Total number of active participants reported on line 7a of the Form 55002013-01-01250
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01303
Number of participants with account balances2013-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01283
Total number of active participants reported on line 7a of the Form 55002012-01-01258
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01295
Number of participants with account balances2012-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01286
Total number of active participants reported on line 7a of the Form 55002011-01-01251
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01283
Number of participants with account balances2011-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01264
Total number of active participants reported on line 7a of the Form 55002010-01-01237
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0128
Total of all active and inactive participants2010-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01266
Number of participants with account balances2010-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01258
Total number of active participants reported on line 7a of the Form 55002009-01-01224
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01258
Number of participants with account balances2009-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,594,194
Total of all expenses incurred2022-12-31$1,366,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,317,091
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$997,352
Value of total assets at end of year2022-12-31$26,617,905
Value of total assets at beginning of year2022-12-31$30,578,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,249
Total interest from all sources2022-12-31$307,307
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$266,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$266,597
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$630,934
Participant contributions at end of year2022-12-31$25,145
Participant contributions at beginning of year2022-12-31$26,521
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,330
Other income not declared elsewhere2022-12-31$8,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,960,534
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,617,905
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,578,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,025,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,018,123
Value of interest in pooled separate accounts at end of year2022-12-31$1,001,361
Value of interest in pooled separate accounts at beginning of year2022-12-31$962,944
Interest earned on other investments2022-12-31$307,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,551,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,555,242
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,252,994
Net investment gain/loss from pooled separate accounts2022-12-31$78,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$364,088
Employer contributions (assets) at end of year2022-12-31$14,824
Employer contributions (assets) at beginning of year2022-12-31$15,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,317,091
Contract administrator fees2022-12-31$19,249
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,605,436
Total of all expenses incurred2021-12-31$997,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$971,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,391,054
Value of total assets at end of year2021-12-31$30,578,439
Value of total assets at beginning of year2021-12-31$26,970,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,409
Total interest from all sources2021-12-31$267,525
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$367,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$367,142
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$625,135
Participant contributions at end of year2021-12-31$26,521
Participant contributions at beginning of year2021-12-31$25,950
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$394,201
Other income not declared elsewhere2021-12-31$4,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,607,869
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,578,439
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,970,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$25,493
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,018,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,397,183
Value of interest in pooled separate accounts at end of year2021-12-31$962,944
Value of interest in pooled separate accounts at beginning of year2021-12-31$820,888
Interest earned on other investments2021-12-31$267,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,555,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,711,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,430,281
Net investment gain/loss from pooled separate accounts2021-12-31$144,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$371,718
Employer contributions (assets) at end of year2021-12-31$15,609
Employer contributions (assets) at beginning of year2021-12-31$15,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$971,158
Contract administrator fees2021-12-31$916
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,132,597
Total of all expenses incurred2020-12-31$1,125,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,101,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,098,995
Value of total assets at end of year2020-12-31$26,970,570
Value of total assets at beginning of year2020-12-31$23,963,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,266
Total interest from all sources2020-12-31$305,290
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$160,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$160,226
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$617,284
Participant contributions at end of year2020-12-31$25,950
Participant contributions at beginning of year2020-12-31$24,059
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$105,445
Other income not declared elsewhere2020-12-31$3,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,007,155
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,970,570
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,963,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$18,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,397,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,307,631
Value of interest in pooled separate accounts at end of year2020-12-31$820,888
Value of interest in pooled separate accounts at beginning of year2020-12-31$798,453
Interest earned on other investments2020-12-31$305,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,711,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,818,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,570,801
Net investment gain/loss from pooled separate accounts2020-12-31$-6,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$376,266
Employer contributions (assets) at end of year2020-12-31$15,443
Employer contributions (assets) at beginning of year2020-12-31$14,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,101,176
Contract administrator fees2020-12-31$5,406
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,325,181
Total of all expenses incurred2019-12-31$2,089,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,068,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$967,563
Value of total assets at end of year2019-12-31$23,963,415
Value of total assets at beginning of year2019-12-31$21,727,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,146
Total interest from all sources2019-12-31$312,376
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$141,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$141,969
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$583,792
Participant contributions at end of year2019-12-31$24,059
Participant contributions at beginning of year2019-12-31$21,660
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$20,662
Other income not declared elsewhere2019-12-31$3,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,236,111
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,963,415
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,727,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,307,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,822,997
Value of interest in pooled separate accounts at end of year2019-12-31$798,453
Value of interest in pooled separate accounts at beginning of year2019-12-31$745,260
Interest earned on other investments2019-12-31$312,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,818,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,124,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,858,787
Net investment gain/loss from pooled separate accounts2019-12-31$41,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$363,109
Employer contributions (assets) at end of year2019-12-31$14,635
Employer contributions (assets) at beginning of year2019-12-31$12,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,068,924
Contract administrator fees2019-12-31$20,146
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$219,118
Total of all expenses incurred2018-12-31$1,932,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,926,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$894,154
Value of total assets at end of year2018-12-31$21,727,304
Value of total assets at beginning of year2018-12-31$23,440,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,194
Total interest from all sources2018-12-31$341,272
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$147,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$147,931
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$517,363
Participant contributions at end of year2018-12-31$21,660
Participant contributions at beginning of year2018-12-31$19,395
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,700
Other income not declared elsewhere2018-12-31$5,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,713,116
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,727,304
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,440,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,822,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,944,486
Value of interest in pooled separate accounts at end of year2018-12-31$745,260
Value of interest in pooled separate accounts at beginning of year2018-12-31$813,315
Interest earned on other investments2018-12-31$341,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,124,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,650,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-469,984
Net investment gain/loss from pooled separate accounts2018-12-31$-700,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$338,091
Employer contributions (assets) at end of year2018-12-31$12,702
Employer contributions (assets) at beginning of year2018-12-31$12,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,926,040
Contract administrator fees2018-12-31$6,194
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,696,564
Total of all expenses incurred2017-12-31$3,015,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,015,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,064,908
Value of total assets at end of year2017-12-31$23,440,420
Value of total assets at beginning of year2017-12-31$22,759,136
Total interest from all sources2017-12-31$358,283
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$130,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$130,973
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$528,497
Participant contributions at end of year2017-12-31$19,395
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$214,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$681,284
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,440,420
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,759,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,944,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,574,738
Value of interest in pooled separate accounts at end of year2017-12-31$813,315
Value of interest in pooled separate accounts at beginning of year2017-12-31$902,226
Interest earned on other investments2017-12-31$358,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,650,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,282,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,106,315
Net investment gain/loss from pooled separate accounts2017-12-31$36,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$322,068
Employer contributions (assets) at end of year2017-12-31$12,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,015,280
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,083,119
Total of all expenses incurred2016-12-31$1,169,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,169,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$773,140
Value of total assets at end of year2016-12-31$22,759,136
Value of total assets at beginning of year2016-12-31$21,845,757
Total interest from all sources2016-12-31$398,219
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$80,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$80,715
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$459,708
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$913,379
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,759,136
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,845,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,574,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,887,067
Value of interest in pooled separate accounts at end of year2016-12-31$902,226
Value of interest in pooled separate accounts at beginning of year2016-12-31$782,907
Interest earned on other investments2016-12-31$398,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,282,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,175,783
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$168,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$788,636
Net investment gain/loss from pooled separate accounts2016-12-31$42,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$306,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,000,793
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,193,698
Total of all expenses incurred2015-12-31$1,196,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,196,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$853,665
Value of total assets at end of year2015-12-31$21,845,757
Value of total assets at beginning of year2015-12-31$21,848,087
Total interest from all sources2015-12-31$370,343
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$76,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$76,183
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$440,898
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$132,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,330
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,845,757
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,848,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,887,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,074,993
Value of interest in pooled separate accounts at end of year2015-12-31$782,907
Value of interest in pooled separate accounts at beginning of year2015-12-31$685,765
Interest earned on other investments2015-12-31$370,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,175,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,087,329
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$67,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-163,710
Net investment gain/loss from pooled separate accounts2015-12-31$57,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$279,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,128,029
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,887,369
Total of all expenses incurred2014-12-31$2,255,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,255,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$730,628
Value of total assets at end of year2014-12-31$21,848,087
Value of total assets at beginning of year2014-12-31$22,216,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$384,895
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$65,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$65,731
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$429,327
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$18,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-367,961
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,848,087
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,216,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,074,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,111,446
Value of interest in pooled separate accounts at end of year2014-12-31$685,765
Value of interest in pooled separate accounts at beginning of year2014-12-31$503,941
Interest earned on other investments2014-12-31$384,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,087,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,600,661
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$251,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$637,215
Net investment gain/loss from pooled separate accounts2014-12-31$68,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$282,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,004,220
Contract administrator fees2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,964,262
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,043,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,043,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,538,183
Value of total assets at end of year2013-12-31$22,216,048
Value of total assets at beginning of year2013-12-31$19,295,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$973,981
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$426,303
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$837,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,920,997
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,216,048
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,295,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,111,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,772,339
Value of interest in pooled separate accounts at end of year2013-12-31$503,941
Value of interest in pooled separate accounts at beginning of year2013-12-31$442,408
Interest earned on other investments2013-12-31$973,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,600,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,080,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,425,019
Net investment gain/loss from pooled separate accounts2013-12-31$27,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$274,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,043,265
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$1,672
Total income from all sources (including contributions)2012-12-31$2,356,371
Total of all expenses incurred2012-12-31$980,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$980,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$766,141
Value of total assets at end of year2012-12-31$19,295,051
Value of total assets at beginning of year2012-12-31$17,917,042
Total interest from all sources2012-12-31$522,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$391,742
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$125,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,376,337
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,295,051
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,917,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,772,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,611,337
Value of interest in pooled separate accounts at end of year2012-12-31$442,408
Value of interest in pooled separate accounts at beginning of year2012-12-31$358,296
Interest earned on other investments2012-12-31$522,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,080,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,947,409
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$331,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,029,882
Net investment gain/loss from pooled separate accounts2012-12-31$37,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$249,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$648,250
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,033,219
Total of all expenses incurred2011-12-31$775,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$775,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$829,948
Value of total assets at end of year2011-12-31$17,917,042
Value of total assets at beginning of year2011-12-31$17,659,245
Total interest from all sources2011-12-31$335,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$407,444
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$184,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$257,797
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,917,042
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,659,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,611,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,103,405
Value of interest in pooled separate accounts at end of year2011-12-31$358,296
Value of interest in pooled separate accounts at beginning of year2011-12-31$332,747
Interest earned on other investments2011-12-31$335,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,947,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,223,093
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$131,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-173,955
Net investment gain/loss from pooled separate accounts2011-12-31$41,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$237,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$643,735
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$3,252,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,618,969
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$498,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$498,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$463,076
Value of total assets at end of year2010-12-31$17,659,245
Value of total assets at beginning of year2010-12-31$13,286,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$257,439
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$238,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,120,243
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,659,245
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,286,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,103,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,428,731
Value of interest in pooled separate accounts at end of year2010-12-31$332,747
Value of interest in pooled separate accounts at beginning of year2010-12-31$202,794
Interest earned on other investments2010-12-31$257,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,223,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,654,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$868,642
Net investment gain/loss from pooled separate accounts2010-12-31$29,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$224,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$498,726
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN

2022: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KANSAS CITY ART INSTITUTE DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500259
Policy instance 1
Insurance contract or identification number500259
Number of Individuals Covered222
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number500259
Policy instance 1
Insurance contract or identification number500259
Number of Individuals Covered229
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number500259
Policy instance 1
Insurance contract or identification number500259
Number of Individuals Covered237
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number500259
Policy instance 1
Insurance contract or identification number500259
Number of Individuals Covered238
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number500259
Policy instance 1
Insurance contract or identification number500259
Number of Individuals Covered240
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number500259
Policy instance 1
Insurance contract or identification number500259
Number of Individuals Covered245
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number500259
Policy instance 1
Insurance contract or identification number500259
Number of Individuals Covered249
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number500259
Policy instance 1
Insurance contract or identification number500259
Number of Individuals Covered255
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number103943
Policy instance 1
Insurance contract or identification number103943
Number of Individuals Covered268
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103943
Policy instance 1
Insurance contract or identification number103943
Number of Individuals Covered274
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number103943
Policy instance 1
Insurance contract or identification number103943
Number of Individuals Covered260
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number103943
Policy instance 1
Insurance contract or identification number103943
Number of Individuals Covered251
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

Potentially related plans

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