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THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 401k Plan overview

Plan NameTHE INDEPENDENCE SCHOOL, INC. 403(B) PLAN
Plan identification number 001

THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE INDEPENDENCE SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE INDEPENDENCE SCHOOL, INC.
Employer identification number (EIN):510225189
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PATRICK BURNS2023-10-05
0012021-01-01PATRICK BURNS2022-10-10
0012020-01-01PATRICK BURNS2021-10-12
0012019-01-01JENNIFER VRANA2020-10-09
0012018-01-01JENNIFER VRANA2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JENNIFER VRANA
0012011-01-01JENNIFER VRANA
0012010-01-01JENNIFER VRANA
0012009-01-01JENNIFER VRANA

Plan Statistics for THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN

401k plan membership statisitcs for THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN

Measure Date Value
2022: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01190
Total number of active participants reported on line 7a of the Form 55002022-01-0194
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0196
Total of all active and inactive participants2022-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01190
Number of participants with account balances2022-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01172
Total number of active participants reported on line 7a of the Form 55002021-01-0194
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01193
Number of participants with account balances2021-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-0178
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01170
Number of participants with account balances2020-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01176
Total number of active participants reported on line 7a of the Form 55002019-01-0176
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0195
Total of all active and inactive participants2019-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01171
Number of participants with account balances2019-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01169
Total number of active participants reported on line 7a of the Form 55002018-01-0172
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0197
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01169
Number of participants with account balances2018-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01170
Total number of active participants reported on line 7a of the Form 55002017-01-0170
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0197
Total of all active and inactive participants2017-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01167
Number of participants with account balances2017-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01168
Total number of active participants reported on line 7a of the Form 55002016-01-0171
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0196
Total of all active and inactive participants2016-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01167
Number of participants with account balances2016-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01164
Total number of active participants reported on line 7a of the Form 55002015-01-01133
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01165
Total participants2015-01-01165
Number of participants with account balances2015-01-01160
2014: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01170
Total number of active participants reported on line 7a of the Form 55002014-01-01136
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01164
Total participants2014-01-01164
Number of participants with account balances2014-01-01160
2013: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01174
Total number of active participants reported on line 7a of the Form 55002013-01-01148
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01170
Total participants2013-01-01170
Number of participants with account balances2013-01-01157
2012: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01176
Total number of active participants reported on line 7a of the Form 55002012-01-01161
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01174
Total participants2012-01-01174
Number of participants with account balances2012-01-01161
2011: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01194
Total number of active participants reported on line 7a of the Form 55002011-01-01168
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01176
Total participants2011-01-01176
Number of participants with account balances2011-01-01161
2010: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01201
Total number of active participants reported on line 7a of the Form 55002010-01-01171
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-01194
Total participants2010-01-01194
Number of participants with account balances2010-01-01167
2009: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01166
Total number of active participants reported on line 7a of the Form 55002009-01-01185
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01201
Total participants2009-01-01201
Number of participants with account balances2009-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN

Measure Date Value
2022 : THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$767
Total income from all sources (including contributions)2022-12-31$-2,414,864
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,349,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,315,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$546,933
Value of total assets at end of year2022-12-31$18,874,958
Value of total assets at beginning of year2022-12-31$22,639,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,696
Total interest from all sources2022-12-31$247,145
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$193,768
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$193,768
Administrative expenses professional fees incurred2022-12-31$33,696
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$364,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$767
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,764,049
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,874,297
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,638,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,823,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,177,006
Value of interest in pooled separate accounts at end of year2022-12-31$260,271
Value of interest in pooled separate accounts at beginning of year2022-12-31$246,802
Interest earned on other investments2022-12-31$247,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,791,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,206,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,423,070
Net investment gain/loss from pooled separate accounts2022-12-31$20,360
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$182,296
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$8,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,315,489
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BELFINT, LYONS, & SHUMAN, P.A.
Accountancy firm EIN2022-12-31510232399
2021 : THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$812
Total income from all sources (including contributions)2021-12-31$3,335,801
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,883,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,849,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$580,732
Value of total assets at end of year2021-12-31$22,639,113
Value of total assets at beginning of year2021-12-31$22,186,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,975
Total interest from all sources2021-12-31$215,917
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$998,510
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$998,510
Administrative expenses professional fees incurred2021-12-31$33,975
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$333,939
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$81,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$812
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$452,380
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,638,346
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,185,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,177,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,675,771
Value of interest in pooled separate accounts at end of year2021-12-31$246,802
Value of interest in pooled separate accounts at beginning of year2021-12-31$246,191
Interest earned on other investments2021-12-31$215,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,206,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,256,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,499,748
Net investment gain/loss from pooled separate accounts2021-12-31$40,894
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$165,401
Employer contributions (assets) at end of year2021-12-31$8,806
Employer contributions (assets) at beginning of year2021-12-31$8,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,849,446
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BELFINT, LYONS, & SHUMAN, P.A.
Accountancy firm EIN2021-12-31510232399
2020 : THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$768
Total income from all sources (including contributions)2020-12-31$3,073,748
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$514,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$488,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$504,221
Value of total assets at end of year2020-12-31$22,186,778
Value of total assets at beginning of year2020-12-31$19,627,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,153
Total interest from all sources2020-12-31$237,971
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$165,846
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$165,846
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$333,419
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$768
Administrative expenses (other) incurred2020-12-31$25,153
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,559,640
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,185,966
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,626,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,675,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,395,186
Value of interest in pooled separate accounts at end of year2020-12-31$246,191
Value of interest in pooled separate accounts at beginning of year2020-12-31$250,913
Interest earned on other investments2020-12-31$237,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,256,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,972,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,167,845
Net investment gain/loss from pooled separate accounts2020-12-31$-2,135
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$170,050
Employer contributions (assets) at end of year2020-12-31$8,011
Employer contributions (assets) at beginning of year2020-12-31$8,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$488,955
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BELFINT, LYONS, & SHUMAN, P.A.
Accountancy firm EIN2020-12-31510232399
2019 : THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,839
Total income from all sources (including contributions)2019-12-31$3,375,906
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,603,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,579,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$511,325
Value of total assets at end of year2019-12-31$19,627,094
Value of total assets at beginning of year2019-12-31$17,855,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,911
Total interest from all sources2019-12-31$232,381
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$105,137
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$105,137
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$343,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,839
Administrative expenses (other) incurred2019-12-31$23,911
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$130,624
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$1,772,407
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,626,326
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,853,919
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$13,395,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,501,864
Value of interest in pooled separate accounts at end of year2019-12-31$250,913
Value of interest in pooled separate accounts at beginning of year2019-12-31$241,154
Interest earned on other investments2019-12-31$232,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,972,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,974,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,513,842
Net investment gain/loss from pooled separate accounts2019-12-31$13,221
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$167,933
Employer contributions (assets) at end of year2019-12-31$8,011
Employer contributions (assets) at beginning of year2019-12-31$8,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,579,588
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 name2019-12-31BELFINT, LYONS, & SHUMAN, P.A.
Accountancy firm EIN2019-12-31510232399
2018 : THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,183
Total income from all sources (including contributions)2018-12-31$421,363
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,869,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,869,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,036,978
Value of total assets at end of year2018-12-31$17,855,758
Value of total assets at beginning of year2018-12-31$19,302,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$244,654
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$38,570
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$38,570
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$336,130
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$539,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,183
Total non interest bearing cash at end of year2018-12-31$130,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,447,698
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,853,919
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,301,617
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$11,501,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,625,355
Value of interest in pooled separate accounts at end of year2018-12-31$241,154
Value of interest in pooled separate accounts at beginning of year2018-12-31$686,506
Interest earned on other investments2018-12-31$244,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,974,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,982,360
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$190,069
Net investment gain/loss from pooled separate accounts2018-12-31$28,101
Net gain/loss from 103.12 investment entities2018-12-31$-926,940
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$161,212
Employer contributions (assets) at end of year2018-12-31$8,011
Employer contributions (assets) at beginning of year2018-12-31$8,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,678,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BELFINT, LYONS, & SHUMAN, P.A.
Accountancy firm EIN2018-12-31510232399
2017 : THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,296
Total income from all sources (including contributions)2017-12-31$2,988,346
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$641,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$641,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$495,422
Value of total assets at end of year2017-12-31$19,302,800
Value of total assets at beginning of year2017-12-31$16,957,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$233,302
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$333,695
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,985
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,346,730
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,301,617
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,954,887
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$12,625,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,445,425
Value of interest in pooled separate accounts at end of year2017-12-31$686,506
Value of interest in pooled separate accounts at beginning of year2017-12-31$628,835
Interest earned on other investments2017-12-31$233,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,982,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,854,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,231,621
Net investment gain/loss from pooled separate accounts2017-12-31$28,001
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$159,742
Employer contributions (assets) at end of year2017-12-31$8,579
Employer contributions (assets) at beginning of year2017-12-31$28,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$641,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BELFINT, LYONS, & SHUMAN, P.A.
Accountancy firm EIN2017-12-31510232399
2016 : THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,445,267
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$425,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$424,718
Value of total corrective distributions2016-12-31$1,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$503,721
Value of total assets at end of year2016-12-31$16,957,183
Value of total assets at beginning of year2016-12-31$15,935,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$246,563
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$350,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,296
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,019,436
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,954,887
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,935,451
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$10,445,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,748,451
Value of interest in pooled separate accounts at end of year2016-12-31$628,835
Value of interest in pooled separate accounts at beginning of year2016-12-31$573,812
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$246,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,854,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,585,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$664,537
Net investment gain/loss from pooled separate accounts2016-12-31$30,446
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$153,716
Employer contributions (assets) at end of year2016-12-31$28,232
Employer contributions (assets) at beginning of year2016-12-31$27,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$424,718
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31BELFINT, LYONS, & SHUMAN, P.A.
Accountancy firm EIN2016-12-31510232399
2015 : THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$21,859
Total unrealized appreciation/depreciation of assets2015-12-31$21,859
Total income from all sources (including contributions)2015-12-31$712,671
Total of all expenses incurred2015-12-31$532,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$532,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$443,107
Value of total assets at end of year2015-12-31$15,935,451
Value of total assets at beginning of year2015-12-31$15,755,287
Total interest from all sources2015-12-31$84,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$351,095
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,327
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$180,164
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,935,451
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,755,287
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$9,748,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,689,970
Value of interest in pooled separate accounts at end of year2015-12-31$573,812
Value of interest in pooled separate accounts at beginning of year2015-12-31$537,478
Interest earned on other investments2015-12-31$84,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,585,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,412,843
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$146,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$155,945
Net investment gain/loss from pooled separate accounts2015-12-31$6,853
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$63,685
Employer contributions (assets) at end of year2015-12-31$27,664
Employer contributions (assets) at beginning of year2015-12-31$114,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$386,153
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31GUNNIP & COMPANY, LLP
Accountancy firm EIN2015-12-31510076769
2014 : THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$724,528
Total unrealized appreciation/depreciation of assets2014-12-31$724,528
Total income from all sources (including contributions)2014-12-31$1,287,956
Total of all expenses incurred2014-12-31$371,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$371,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$380,659
Value of total assets at end of year2014-12-31$15,755,287
Value of total assets at beginning of year2014-12-31$14,838,910
Total interest from all sources2014-12-31$108,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$301,285
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,817
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$916,377
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,755,287
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,838,910
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$9,689,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,002,877
Value of interest in pooled separate accounts at end of year2014-12-31$537,478
Value of interest in pooled separate accounts at beginning of year2014-12-31$464,077
Interest earned on other investments2014-12-31$108,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,412,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,266,077
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$73,951
Net investment gain/loss from pooled separate accounts2014-12-31$266
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$73,557
Employer contributions (assets) at end of year2014-12-31$114,996
Employer contributions (assets) at beginning of year2014-12-31$105,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$371,579
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31GUNNIP & COMPANY, LLP
Accountancy firm EIN2014-12-31510076769
2013 : THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,607,586
Total unrealized appreciation/depreciation of assets2013-12-31$1,607,586
Total income from all sources (including contributions)2013-12-31$2,481,252
Total of all expenses incurred2013-12-31$988,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$988,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$467,904
Value of total assets at end of year2013-12-31$14,838,910
Value of total assets at beginning of year2013-12-31$13,345,919
Total interest from all sources2013-12-31$131,777
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$286,312
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$38,065
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$1,492,991
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,838,910
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,345,919
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$9,002,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,694,903
Value of interest in pooled separate accounts at end of year2013-12-31$464,077
Value of interest in pooled separate accounts at beginning of year2013-12-31$449,755
Interest earned on other investments2013-12-31$131,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,266,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,112,604
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$277,453
Net investment gain/loss from pooled separate accounts2013-12-31$-3,468
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$143,527
Employer contributions (assets) at end of year2013-12-31$105,879
Employer contributions (assets) at beginning of year2013-12-31$88,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$988,261
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31GUNNIP & COMPANY, LLP
Accountancy firm EIN2013-12-31510076769
2012 : THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,088,051
Total unrealized appreciation/depreciation of assets2012-12-31$1,088,051
Total income from all sources (including contributions)2012-12-31$1,806,588
Total of all expenses incurred2012-12-31$441,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$441,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$607,485
Value of total assets at end of year2012-12-31$13,345,919
Value of total assets at beginning of year2012-12-31$11,980,909
Total interest from all sources2012-12-31$79,500
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 bond2012-12-31No
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$291,805
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$83,363
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$1,365,010
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,345,919
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,980,909
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$7,694,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,690,874
Value of interest in pooled separate accounts at end of year2012-12-31$449,755
Value of interest in pooled separate accounts at beginning of year2012-12-31$308,308
Interest earned on other investments2012-12-31$79,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,112,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,909,385
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$285,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$32,315
Net investment gain/loss from pooled separate accounts2012-12-31$-763
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$232,317
Employer contributions (assets) at end of year2012-12-31$88,657
Employer contributions (assets) at beginning of year2012-12-31$72,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$156,072
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GUNNIP & COMPANY, LLP
Accountancy firm EIN2012-12-31510076769
2011 : THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-97,936
Total unrealized appreciation/depreciation of assets2011-12-31$-97,936
Total income from all sources (including contributions)2011-12-31$574,770
Total of all expenses incurred2011-12-31$538,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$538,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$549,034
Value of total assets at end of year2011-12-31$11,980,909
Value of total assets at beginning of year2011-12-31$11,944,607
Total interest from all sources2011-12-31$74,836
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 bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$323,350
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$36,302
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,980,909
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,944,607
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$6,690,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,973,122
Value of interest in pooled separate accounts at end of year2011-12-31$308,308
Value of interest in pooled separate accounts at beginning of year2011-12-31$252,100
Interest earned on other investments2011-12-31$74,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,909,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,655,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$50,493
Net investment gain/loss from pooled separate accounts2011-12-31$-1,657
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$225,684
Employer contributions (assets) at end of year2011-12-31$72,342
Employer contributions (assets) at beginning of year2011-12-31$63,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$538,468
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31GUNNIP & COMPANY, LLP
Accountancy firm EIN2011-12-31510076769
2010 : THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$977,813
Total unrealized appreciation/depreciation of assets2010-12-31$977,813
Total income from all sources (including contributions)2010-12-31$1,764,913
Total of all expenses incurred2010-12-31$659,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$659,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$748,195
Value of total assets at end of year2010-12-31$11,944,607
Value of total assets at beginning of year2010-12-31$10,839,234
Total interest from all sources2010-12-31$52,238
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 bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$405,193
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,023
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$1,105,373
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,944,607
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,839,234
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$6,973,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,181,455
Value of interest in pooled separate accounts at end of year2010-12-31$252,100
Value of interest in pooled separate accounts at beginning of year2010-12-31$179,324
Interest earned on other investments2010-12-31$52,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,655,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,447,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-11,315
Net investment gain/loss from pooled separate accounts2010-12-31$-2,018
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$317,979
Employer contributions (assets) at end of year2010-12-31$63,800
Employer contributions (assets) at beginning of year2010-12-31$31,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$659,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31GUNNIP & COMPANY LLP
Accountancy firm EIN2010-12-31510076769
2009 : THE INDEPENDENCE SCHOOL, INC. 403(B) 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 THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN

2022: THE INDEPENDENCE SCHOOL, INC. 403(B) 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: THE INDEPENDENCE SCHOOL, INC. 403(B) 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: THE INDEPENDENCE SCHOOL, INC. 403(B) 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: THE INDEPENDENCE SCHOOL, INC. 403(B) 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: THE INDEPENDENCE SCHOOL, INC. 403(B) 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: THE INDEPENDENCE SCHOOL, INC. 403(B) 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: THE INDEPENDENCE SCHOOL, INC. 403(B) 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: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366700/366699
Policy instance 1
Insurance contract or identification number366700/366699
Number of Individuals Covered131
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366700/366699
Policy instance 1
Insurance contract or identification number366700/366699
Number of Individuals Covered138
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366700/366699
Policy instance 1
Insurance contract or identification number366700/366699
Number of Individuals Covered141
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366700/366699
Policy instance 1
Insurance contract or identification number366700/366699
Number of Individuals Covered146
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366700/366699
Policy instance 1
Insurance contract or identification number366700/366699
Number of Individuals Covered170
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366700/366699
Policy instance 1
Insurance contract or identification number366700/366699
Number of Individuals Covered164
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366700/366699
Policy instance 1
Insurance contract or identification number366700/366699
Number of Individuals Covered160
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 number366700/366699
Policy instance 1
Insurance contract or identification number366700/366699
Number of Individuals Covered160
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
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 number366700/366699
Policy instance 1
Insurance contract or identification number366700/366699
Number of Individuals Covered170
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
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 number366700/366699
Policy instance 1
Insurance contract or identification number366700/366699
Number of Individuals Covered174
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
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 number366700/366699
Policy instance 1
Insurance contract or identification number366700/366699
Number of Individuals Covered176
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
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 number366700/366699
Policy instance 1
Insurance contract or identification number366700/366699
Number of Individuals Covered194
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
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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