401k Plan data: COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN plan

COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN
Plan identification number	001

COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION has sponsored the creation of one or more 401k plans.

Company Name: COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION

Employer identification number (EIN): 521012307

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 DIANE L. YOUNG 2021-10-14
001 2020-01-01
001 2020-01-01
001 2019-01-01 DIANE L. YOUNG 2020-10-15
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DONALD L. FALKENSTEIN 2013-10-03
001 2011-01-01 NANA WATERS 2012-10-10
001 2010-01-01 NANA WATERS 2011-10-06

Plan Statistics for COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 81
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 95
Total of all active and inactive participants 2022-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 177
Number of participants with account balances 2022-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 74
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 92
Total of all active and inactive participants 2021-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 169
Number of participants with account balances 2021-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 80
Number of retired or separated participants receiving benefits 2020-01-01 31
Number of other retired or separated participants entitled to future benefits 2020-01-01 57
Total of all active and inactive participants 2020-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 168
Number of participants with account balances 2020-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 97
Number of retired or separated participants receiving benefits 2019-01-01 24
Number of other retired or separated participants entitled to future benefits 2019-01-01 40
Total of all active and inactive participants 2019-01-01 161
Total participants 2019-01-01 161
Number of participants with account balances 2019-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	81
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	95
Total of all active and inactive participants	2022-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	177
Number of participants with account balances	2022-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	74
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	92
Total of all active and inactive participants	2021-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	169
Number of participants with account balances	2021-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	80
Number of retired or separated participants receiving benefits	2020-01-01	31
Number of other retired or separated participants entitled to future benefits	2020-01-01	57
Total of all active and inactive participants	2020-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	168
Number of participants with account balances	2020-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	97
Number of retired or separated participants receiving benefits	2019-01-01	24
Number of other retired or separated participants entitled to future benefits	2019-01-01	40
Total of all active and inactive participants	2019-01-01	161
Total participants	2019-01-01	161
Number of participants with account balances	2019-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2022 : COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-912,874
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,731,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,703,466
Expenses. Certain deemed distributions of participant loans	2022-12-31	$15,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,300,176
Value of total assets at end of year	2022-12-31	$18,563,008
Value of total assets at beginning of year	2022-12-31	$22,207,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$12,643
Total interest from all sources	2022-12-31	$151,929
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$102,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$102,659
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$623,262
Participant contributions at end of year	2022-12-31	$34,013
Participant contributions at beginning of year	2022-12-31	$49,250
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$21,253
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$3,809,156
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$4,267,312
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$702,403
Other income not declared elsewhere	2022-12-31	$5,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,644,180
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,563,008
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,207,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$6,792
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,866,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,352,693
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,629,496
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,448,051
Interest on participant loans	2022-12-31	$1,338
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$150,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$223,634
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$26,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$26,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,516,717
Net investment gain/loss from pooled separate accounts	2022-12-31	$-956,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$974,511
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$42,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,703,466
Contract administrator fees	2022-12-31	$5,851
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2022-12-31	222027092
2021 : COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,441,489
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,329,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,318,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,705,194
Value of total assets at end of year	2021-12-31	$22,207,188
Value of total assets at beginning of year	2021-12-31	$21,095,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$10,812
Total interest from all sources	2021-12-31	$161,719
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$20,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$20,671
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$603,684
Participant contributions at end of year	2021-12-31	$49,250
Participant contributions at beginning of year	2021-12-31	$48,229
Participant contributions at end of year	2021-12-31	$21,253
Participant contributions at beginning of year	2021-12-31	$22,886
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$4,267,312
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$4,904,423
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$179,072
Other income not declared elsewhere	2021-12-31	$17,672
Administrative expenses (other) incurred	2021-12-31	$346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,111,725
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,207,188
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$21,095,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$1,091
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,352,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,885,897
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,448,051
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,207,807
Interest on participant loans	2021-12-31	$1,064
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$160,655
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$26,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,669,414
Net investment gain/loss from pooled separate accounts	2021-12-31	$866,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$922,438
Employer contributions (assets) at end of year	2021-12-31	$42,627
Employer contributions (assets) at beginning of year	2021-12-31	$26,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,318,952
Contract administrator fees	2021-12-31	$9,375
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	PBMARES, LLP
Accountancy firm EIN	2021-12-31	540737372
2020 : COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,010,052
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$902,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$889,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,417,670
Value of total assets at end of year	2020-12-31	$21,102,719
Value of total assets at beginning of year	2020-12-31	$17,995,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,958
Total interest from all sources	2020-12-31	$1,950
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$628,657
Participant contributions at end of year	2020-12-31	$48,229
Participant contributions at beginning of year	2020-12-31	$72,316
Participant contributions at end of year	2020-12-31	$22,886
Participant contributions at beginning of year	2020-12-31	$25,739
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$20,996,063
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$17,819,237
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$532,824
Other income not declared elsewhere	2020-12-31	$2,590,432
Administrative expenses (other) incurred	2020-12-31	$12,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,107,513
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$21,102,719
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,995,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,885,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,591,430
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,207,807
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,634,366
Interest on participant loans	2020-12-31	$1,950
Interest earned on other investments	2020-12-31	$171,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,741,429
Net investment gain/loss from pooled separate accounts	2020-12-31	$677,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$256,189
Employer contributions (assets) at end of year	2020-12-31	$35,541
Employer contributions (assets) at beginning of year	2020-12-31	$77,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$889,581
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PBMARES, LLP
Accountancy firm EIN	2020-12-31	540737372
2019 : COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,341,583
Total income from all sources (including contributions)	2019-12-31	$4,341,583
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,136,053
Total of all expenses incurred	2019-12-31	$1,136,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,111,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,111,803
Expenses. Certain deemed distributions of participant loans	2019-12-31	$20,373
Expenses. Certain deemed distributions of participant loans	2019-12-31	$20,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,719,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,719,391
Value of total assets at end of year	2019-12-31	$17,995,206
Value of total assets at end of year	2019-12-31	$17,995,206
Value of total assets at beginning of year	2019-12-31	$14,789,676
Value of total assets at beginning of year	2019-12-31	$14,789,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,877
Total interest from all sources	2019-12-31	$1,998
Total interest from all sources	2019-12-31	$1,998
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$642,876
Contributions received from participants	2019-12-31	$642,876
Participant contributions at end of year	2019-12-31	$72,316
Participant contributions at end of year	2019-12-31	$72,316
Participant contributions at beginning of year	2019-12-31	$81,071
Participant contributions at beginning of year	2019-12-31	$81,071
Participant contributions at end of year	2019-12-31	$25,739
Participant contributions at end of year	2019-12-31	$25,739
Participant contributions at beginning of year	2019-12-31	$24,466
Participant contributions at beginning of year	2019-12-31	$24,466
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$17,819,237
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$17,819,237
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$14,643,682
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$14,643,682
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$78,498
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$78,498
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$2,800
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$2,800
Other income not declared elsewhere	2019-12-31	$2,620,194
Other income not declared elsewhere	2019-12-31	$2,620,194
Administrative expenses (other) incurred	2019-12-31	$3,877
Administrative expenses (other) incurred	2019-12-31	$3,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,205,530
Value of net income/loss	2019-12-31	$3,205,530
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,995,206
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,995,206
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,789,676
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,789,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$3,876
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,591,430
Interest on participant loans	2019-12-31	$1,998
Interest on participant loans	2019-12-31	$1,998
Interest earned on other investments	2019-12-31	$153,681
Value of interest in common/collective trusts at end of year	2019-12-31	$4,634,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,593,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,654,179
Net investment gain/loss from pooled separate accounts	2019-12-31	$868,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$998,017
Employer contributions (assets) at end of year	2019-12-31	$77,914
Employer contributions (assets) at end of year	2019-12-31	$77,914
Employer contributions (assets) at beginning of year	2019-12-31	$40,457
Employer contributions (assets) at beginning of year	2019-12-31	$40,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,109,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,109,003
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325

Form 5500 Responses for COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN

2022: COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COUNCIL FOR ADVANCEMENT SUPPORT OF ED TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

366277

Policy instance

Insurance contract or identification number	366277
Number of Individuals Covered	208
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC3426

Policy instance

Insurance contract or identification number	VC3426
Number of Individuals Covered	55
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $6,132
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $6,118
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

366277

Policy instance

Insurance contract or identification number	366277
Number of Individuals Covered	225
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC3426

Policy instance

Insurance contract or identification number	VC3426
Number of Individuals Covered	66
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $20,962
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $20,962
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

366277

Policy instance

Insurance contract or identification number	366277
Number of Individuals Covered	234
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC3426

Policy instance

Insurance contract or identification number	VC3426
Number of Individuals Covered	21
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

366277

Policy instance

Insurance contract or identification number	366277
Number of Individuals Covered	232
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION
Employer identification number (EIN):	521012307
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations