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TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 401k Plan overview

Plan NameTIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS
Plan identification number 001

TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:KENT SCHOOL, INC.
Employer identification number (EIN):520856397
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01MELISSA HABER MELISSA HABER2019-04-04
0012017-01-01
0012016-01-01
0012015-01-01DONALD SULLIVAN DONALD SULLIVAN2016-08-05
0012014-01-01DONALD SULLIVAN
0012013-01-01DONALD SULLIVAN DONALD SULLIVAN2014-07-31
0012012-01-01DONALD SULLIVAN
0012011-01-01DONALD SULLIVAN
0012010-01-01DONALD SULLIVAN
0012009-01-01DONALD SULLIVAN
0012009-01-01DONALD SULLIVAN
0012009-01-01DONALD SULLIVAN

Plan Statistics for TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS

401k plan membership statisitcs for TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS

Measure Date Value
2022: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2022 401k membership
Total participants, beginning-of-year2022-01-0157
Total number of active participants reported on line 7a of the Form 55002022-01-0133
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0158
Number of participants with account balances2022-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2021 401k membership
Total participants, beginning-of-year2021-01-0156
Total number of active participants reported on line 7a of the Form 55002021-01-0132
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0158
Number of participants with account balances2021-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2020 401k membership
Total participants, beginning-of-year2020-01-0157
Total number of active participants reported on line 7a of the Form 55002020-01-0134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0156
Number of participants with account balances2020-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2018: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2018 401k membership
Total participants, beginning-of-year2018-01-0157
Total number of active participants reported on line 7a of the Form 55002018-01-0134
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0156
Number of participants with account balances2018-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2017 401k membership
Total participants, beginning-of-year2017-01-0159
Total number of active participants reported on line 7a of the Form 55002017-01-0138
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0157
Number of participants with account balances2017-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2016 401k membership
Total participants, beginning-of-year2016-01-0158
Total number of active participants reported on line 7a of the Form 55002016-01-0140
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0159
Number of participants with account balances2016-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2015 401k membership
Total participants, beginning-of-year2015-01-0159
Total number of active participants reported on line 7a of the Form 55002015-01-0140
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0158
Number of participants with account balances2015-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2014 401k membership
Total participants, beginning-of-year2014-01-0159
Total number of active participants reported on line 7a of the Form 55002014-01-0141
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0159
Number of participants with account balances2014-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2013 401k membership
Total participants, beginning-of-year2013-01-0166
Total number of active participants reported on line 7a of the Form 55002013-01-0151
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0165
Number of participants with account balances2013-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2012 401k membership
Total participants, beginning-of-year2012-01-0167
Total number of active participants reported on line 7a of the Form 55002012-01-0155
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0166
Number of participants with account balances2012-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2011 401k membership
Total participants, beginning-of-year2011-01-0167
Total number of active participants reported on line 7a of the Form 55002011-01-0156
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0167
Total participants2011-01-0167
Number of participants with account balances2011-01-0159
2010: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2010 401k membership
Total participants, beginning-of-year2010-01-0169
Total number of active participants reported on line 7a of the Form 55002010-01-0160
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0170
Number of participants with account balances2010-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2009 401k membership
Total participants, beginning-of-year2009-01-0124
Total of all active and inactive participants2009-01-010
Total participants2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-0158
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Number of participants with account balances2009-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS

Measure Date Value
2022 : TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2022 401k financial data
Total income from all sources2022-12-31$-296,922
Expenses. Total of all expenses incurred2022-12-31$151,093
Benefits paid (including direct rollovers)2022-12-31$151,068
Total plan assets at end of year2022-12-31$3,342,175
Total plan assets at beginning of year2022-12-31$3,790,190
Total contributions received or receivable from participants2022-12-31$32,950
Expenses. Other expenses not covered elsewhere2022-12-31$25
Other income received2022-12-31$-329,872
Net income (gross income less expenses)2022-12-31$-448,015
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,342,175
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,790,190
Assets. Value of participant loans2022-12-31$13,473
2021 : TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2021 401k financial data
Total income from all sources2021-12-31$425,222
Expenses. Total of all expenses incurred2021-12-31$578,284
Benefits paid (including direct rollovers)2021-12-31$578,259
Total plan assets at end of year2021-12-31$3,790,190
Total plan assets at beginning of year2021-12-31$3,943,252
Total contributions received or receivable from participants2021-12-31$27,993
Expenses. Other expenses not covered elsewhere2021-12-31$25
Other income received2021-12-31$397,229
Net income (gross income less expenses)2021-12-31$-153,062
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,790,190
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,943,252
Assets. Value of participant loans2021-12-31$16,882
Total contributions received or receivable from employer(s)2021-12-31$0
2020 : TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2020 401k financial data
Total income from all sources2020-12-31$457,327
Expenses. Total of all expenses incurred2020-12-31$630,713
Benefits paid (including direct rollovers)2020-12-31$630,713
Total plan assets at end of year2020-12-31$3,943,252
Total plan assets at beginning of year2020-12-31$4,116,638
Total contributions received or receivable from participants2020-12-31$34,131
Contributions received from other sources (not participants or employers)2020-12-31$44,996
Other income received2020-12-31$378,200
Net income (gross income less expenses)2020-12-31$-173,386
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,943,252
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,116,638
Assets. Value of participant loans2020-12-31$20,008
Total contributions received or receivable from employer(s)2020-12-31$0
2019 : TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2019 401k financial data
Total income from all sources2019-12-31$596,850
Expenses. Total of all expenses incurred2019-12-31$465,636
Benefits paid (including direct rollovers)2019-12-31$465,636
Total plan assets at end of year2019-12-31$4,116,638
Total plan assets at beginning of year2019-12-31$3,985,424
Total contributions received or receivable from participants2019-12-31$32,565
Contributions received from other sources (not participants or employers)2019-12-31$36,098
Other income received2019-12-31$528,187
Net income (gross income less expenses)2019-12-31$131,214
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,116,638
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,985,424
Total contributions received or receivable from employer(s)2019-12-31$0
2018 : TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total income from all sources2018-12-31$4,480
Expenses. Total of all expenses incurred2018-12-31$557,000
Benefits paid (including direct rollovers)2018-12-31$557,000
Total plan assets at end of year2018-12-31$3,985,423
Total plan assets at beginning of year2018-12-31$4,537,943
Total contributions received or receivable from participants2018-12-31$61,183
Other income received2018-12-31$-56,703
Net income (gross income less expenses)2018-12-31$-552,520
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,985,423
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,537,943
2016 : TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2016 401k financial data
Total income from all sources2016-12-31$305,850
Expenses. Total of all expenses incurred2016-12-31$266,507
Benefits paid (including direct rollovers)2016-12-31$266,507
Total plan assets at end of year2016-12-31$4,198,616
Total plan assets at beginning of year2016-12-31$4,159,273
Total contributions received or receivable from participants2016-12-31$68,957
Other income received2016-12-31$236,893
Net income (gross income less expenses)2016-12-31$39,343
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,198,616
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,159,273
2015 : TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$168,374
Expenses. Total of all expenses incurred2015-12-31$155,103
Benefits paid (including direct rollovers)2015-12-31$155,103
Total plan assets at end of year2015-12-31$4,159,274
Total plan assets at beginning of year2015-12-31$4,146,003
Total contributions received or receivable from participants2015-12-31$71,579
Other income received2015-12-31$96,795
Net income (gross income less expenses)2015-12-31$13,271
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,159,274
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,146,003
2014 : TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2014 401k financial data
Total income from all sources2014-12-31$371,297
Expenses. Total of all expenses incurred2014-12-31$1,414,844
Benefits paid (including direct rollovers)2014-12-31$1,414,844
Total plan assets at end of year2014-12-31$4,146,003
Total plan assets at beginning of year2014-12-31$5,189,550
Total contributions received or receivable from participants2014-12-31$83,179
Other income received2014-12-31$288,118
Net income (gross income less expenses)2014-12-31$-1,043,547
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,146,003
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,189,550
2013 : TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2013 401k financial data
Total income from all sources2013-12-31$696,586
Expenses. Total of all expenses incurred2013-12-31$78,853
Benefits paid (including direct rollovers)2013-12-31$78,853
Total plan assets at end of year2013-12-31$5,189,550
Total plan assets at beginning of year2013-12-31$4,571,817
Total contributions received or receivable from participants2013-12-31$90,595
Other income received2013-12-31$599,459
Net income (gross income less expenses)2013-12-31$617,733
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,189,550
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,571,817
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$7,475
Total contributions received or receivable from employer(s)2013-12-31$6,532
2012 : TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2012 401k financial data
Total income from all sources2012-12-31$506,666
Expenses. Total of all expenses incurred2012-12-31$101,653
Benefits paid (including direct rollovers)2012-12-31$101,653
Total plan assets at end of year2012-12-31$4,571,816
Total plan assets at beginning of year2012-12-31$4,166,803
Total contributions received or receivable from participants2012-12-31$83,374
Other income received2012-12-31$387,610
Net income (gross income less expenses)2012-12-31$405,013
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,571,816
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,166,803
Total contributions received or receivable from employer(s)2012-12-31$35,682
2011 : TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2011 401k financial data
Total income from all sources2011-12-31$164,958
Expenses. Total of all expenses incurred2011-12-31$130,396
Benefits paid (including direct rollovers)2011-12-31$130,396
Total plan assets at end of year2011-12-31$4,166,803
Total plan assets at beginning of year2011-12-31$4,132,241
Total contributions received or receivable from participants2011-12-31$83,441
Other income received2011-12-31$29,816
Net income (gross income less expenses)2011-12-31$34,562
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,166,803
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,132,241
Total contributions received or receivable from employer(s)2011-12-31$51,701
2010 : TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2010 401k financial data
Total income from all sources2010-12-31$454,974
Expenses. Total of all expenses incurred2010-12-31$127,695
Benefits paid (including direct rollovers)2010-12-31$127,695
Total plan assets at end of year2010-12-31$4,132,241
Total plan assets at beginning of year2010-12-31$3,804,962
Total contributions received or receivable from participants2010-12-31$81,579
Other income received2010-12-31$323,171
Net income (gross income less expenses)2010-12-31$327,279
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,132,241
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,804,962
Total contributions received or receivable from employer(s)2010-12-31$50,224

Form 5500 Responses for TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS

2022: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 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 benefit arrangement – InsuranceYes
2021: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 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 benefit arrangement – InsuranceYes
2020: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
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 benefit arrangement – InsuranceYes
2018: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 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 benefit arrangement – InsuranceYes
2017: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 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 benefit arrangement – InsuranceYes
2016: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 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 benefit arrangement – InsuranceYes
2015: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: TIAA CREF TA DEFERRED ANNUITY TDA PLAN FOR FACULTY AND ADMINISTRATORS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number315379
Policy instance 1
Insurance contract or identification number315379
Number of Individuals Covered54
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number315379
Policy instance 1
Insurance contract or identification number315379
Number of Individuals Covered54
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number315379
Policy instance 1
Insurance contract or identification number315379
Number of Individuals Covered53
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number315379
Policy instance 1
Insurance contract or identification number315379
Number of Individuals Covered55
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number315379
Policy instance 1
Insurance contract or identification number315379
Number of Individuals Covered56
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 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 number315379
Policy instance 1
Insurance contract or identification number315379
Number of Individuals Covered58
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 allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number315379
Policy instance 1
Insurance contract or identification number315379
Number of Individuals Covered59
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number2885
Policy instance 1
Insurance contract or identification number2885
Number of Individuals Covered59
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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