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TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES 401k Plan overview

Plan NameTIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES
Plan identification number 002

TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

ATLANTIC COUNCIL OF THE UNITED STATES has sponsored the creation of one or more 401k plans.

Company Name:ATLANTIC COUNCIL OF THE UNITED STATES
Employer identification number (EIN):520742294
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01FREDERICK KEMPE
0022016-01-01FREDERICK KEMPE2017-10-13
0022015-01-01FREDERICK KEMPE2016-10-07
0022014-01-01FRED KEMPE2015-10-13
0022013-01-01BEVERLY M ARMSTRONG2014-09-29
0022012-01-01BEVERLY M ARMSTRONG2013-07-22
0022011-01-01CHERYL TOPPING2012-10-16

Plan Statistics for TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES

401k plan membership statisitcs for TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES

Measure Date Value
2017: TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES 2017 401k membership
Total participants, beginning-of-year2017-01-01140
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES

Measure Date Value
2017 : TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES 2017 401k financial data
Total transfer of assets from this plan2017-12-31$3,038,157
Total income from all sources (including contributions)2017-12-31$928,992
Total of all expenses incurred2017-12-31$569,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$569,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$570,631
Value of total assets at beginning of year2017-12-31$2,679,119
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$853
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$710,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$544,538
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$26,093
Other income not declared elsewhere2017-12-31$13,902
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$359,038
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,679,119
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 beginning of year2017-12-31$2,059,246
Value of interest in pooled separate accounts at beginning of year2017-12-31$182,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$437,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$335,887
Net investment gain/loss from pooled separate accounts2017-12-31$7,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$569,954
Did the plan have assets held for investment2017-12-31No
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 PBGC2017-12-31Yes
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 name2017-12-31GELMAN ROSENBERG & FREEDMAN
Accountancy firm EIN2017-12-31521392008

Form 5500 Responses for TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES

2017: TIAA CREF TAX DEFERRED ANNUITY PLAN FOR THE ATLANTIC COUNCIL OF THE UNITED STATES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366335
Policy instance 1
Insurance contract or identification number366335
Number of Individuals Covered136
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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