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NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameNATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN
Plan identification number 001

NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN Benefits

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

NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS, INC.
Employer identification number (EIN):521512323
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01MICHAEL DICONTI2020-09-23 MICHAEL DICONTI2020-09-23
0012018-01-01MICHAEL DICONTI2019-10-07 MICHAEL DICONTI2019-10-07
0012017-01-01MICHAEL DICONTI2018-10-05
0012016-01-01MICHAEL DICONTI2017-10-11 MICHAEL DICONTI2017-10-11
0012015-01-01JILL MITOKO JILL MITOKO2016-08-12
0012014-01-01JILL MITOKO
0012013-01-01LAURA LEE
0012012-01-01DAVID M. GESSNER
0012011-01-01JOANNE MCKINNEY DAVID GESSNER2012-10-10
0012010-01-01JOANNE MCKINNEY NIESA BRATEMAN HALPERN2011-10-06
0012009-01-01ANDREW KIM JOSEPH A. AGUERREBERE2010-10-14

Plan Statistics for NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN

Measure Date Value
2021: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01220
Total number of active participants reported on line 7a of the Form 55002021-01-0136
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01178
Total of all active and inactive participants2021-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01220
Number of participants with account balances2021-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01228
Total number of active participants reported on line 7a of the Form 55002020-01-0135
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01184
Total of all active and inactive participants2020-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01221
Number of participants with account balances2020-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2015: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01257
Total number of active participants reported on line 7a of the Form 55002015-01-0159
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01192
Total of all active and inactive participants2015-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01253
Number of participants with account balances2015-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01253
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01141
Total of all active and inactive participants2014-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01257
Number of participants with account balances2014-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01268
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01129
Total of all active and inactive participants2013-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01264
Number of participants with account balances2013-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01258
Total number of active participants reported on line 7a of the Form 55002012-01-01158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0199
Total of all active and inactive participants2012-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01259
Number of participants with account balances2012-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01255
Total number of active participants reported on line 7a of the Form 55002011-01-01182
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01258
Number of participants with account balances2011-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01247
Total number of active participants reported on line 7a of the Form 55002010-01-0196
Number of other retired or separated participants entitled to future benefits2010-01-01150
Total of all active and inactive participants2010-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01246
Number of participants with account balances2010-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01249
Total number of active participants reported on line 7a of the Form 55002009-01-01202
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01247
Number of participants with account balances2009-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN

Measure Date Value
2021 : NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$2,630,116
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,327,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,308,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$468,870
Value of total assets at end of year2021-12-31$18,574,575
Value of total assets at beginning of year2021-12-31$17,271,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,270
Total interest from all sources2021-12-31$154,938
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$53,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$53,127
Administrative expenses professional fees incurred2021-12-31$1,782
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$344,423
Participant contributions at end of year2021-12-31$13,152
Participant contributions at beginning of year2021-12-31$14,869
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$267
Other income not declared elsewhere2021-12-31$16,208
Administrative expenses (other) incurred2021-12-31$3,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,302,923
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,574,575
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,271,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$12,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,895,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,157,733
Value of interest in pooled separate accounts at end of year2021-12-31$611,904
Value of interest in pooled separate accounts at beginning of year2021-12-31$520,609
Interest on participant loans2021-12-31$993
Interest earned on other investments2021-12-31$153,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,053,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,578,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,846,434
Net investment gain/loss from pooled separate accounts2021-12-31$90,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$124,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,308,923
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$11,876,772
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,362,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,350,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$569,890
Value of total assets at end of year2020-12-31$17,271,652
Value of total assets at beginning of year2020-12-31$6,756,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,156
Total interest from all sources2020-12-31$161,548
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$19,080
Administrative expenses professional fees incurred2020-12-31$1,173
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$348,973
Participant contributions at end of year2020-12-31$14,869
Participant contributions at beginning of year2020-12-31$17,826
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$91,708
Other income not declared elsewhere2020-12-31$13,360
Administrative expenses (other) incurred2020-12-31$2,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,514,711
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,271,652
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,756,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,157,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,033,839
Value of interest in pooled separate accounts at end of year2020-12-31$520,609
Value of interest in pooled separate accounts at beginning of year2020-12-31$618,723
Interest on participant loans2020-12-31$844
Interest earned on other investments2020-12-31$160,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,578,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,086,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,118,571
Net investment gain/loss from pooled separate accounts2020-12-31$-5,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$129,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,350,905
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2015 : NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,055,197
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,527,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,527,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$876,905
Value of total assets at end of year2015-12-31$15,190,563
Value of total assets at beginning of year2015-12-31$15,662,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$146,025
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$375,697
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$47,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-472,102
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,190,563
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,662,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,691,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,406,497
Value of interest in pooled separate accounts at end of year2015-12-31$591,639
Value of interest in pooled separate accounts at beginning of year2015-12-31$574,182
Interest earned on other investments2015-12-31$146,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,907,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,676,718
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$10,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,230
Net investment gain/loss from pooled separate accounts2015-12-31$46,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$453,331
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$5,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,516,801
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2015-12-31560574444
2014 : NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,634,148
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,614,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,614,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$708,698
Value of total assets at end of year2014-12-31$15,662,665
Value of total assets at beginning of year2014-12-31$15,643,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$145,743
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$309,564
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$19,364
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,662,665
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,643,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,406,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,520,767
Value of interest in pooled separate accounts at end of year2014-12-31$574,182
Value of interest in pooled separate accounts at beginning of year2014-12-31$606,257
Interest earned on other investments2014-12-31$145,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,676,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,516,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$715,293
Net investment gain/loss from pooled separate accounts2014-12-31$64,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$383,699
Employer contributions (assets) at end of year2014-12-31$5,268
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,614,784
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2014-12-31560574444
2013 : NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$4,303,764
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,297,916
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,788,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,788,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$894,139
Value of total assets at end of year2013-12-31$15,643,301
Value of total assets at beginning of year2013-12-31$9,830,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$147,692
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$322,084
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$146,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,509,059
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,643,301
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,830,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,520,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,698,056
Value of interest in pooled separate accounts at end of year2013-12-31$606,257
Value of interest in pooled separate accounts at beginning of year2013-12-31$411,059
Interest earned on other investments2013-12-31$147,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,516,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,721,363
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$417,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,201,271
Net investment gain/loss from pooled separate accounts2013-12-31$54,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$425,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,371,455
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2013-12-31381357951
2012 : NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,586,810
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$701,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$701,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$552,572
Value of total assets at end of year2012-12-31$9,830,478
Value of total assets at beginning of year2012-12-31$8,945,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$106,984
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$884,876
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,830,478
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,945,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,698,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,925,532
Value of interest in pooled separate accounts at end of year2012-12-31$411,059
Value of interest in pooled separate accounts at beginning of year2012-12-31$397,192
Interest earned on other investments2012-12-31$106,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,721,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,622,878
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$45,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$889,469
Net investment gain/loss from pooled separate accounts2012-12-31$37,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$526,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$656,828
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2012-12-31381357951
2011 : NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$622,390
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$669,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$669,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$640,333
Value of total assets at end of year2011-12-31$8,945,602
Value of total assets at beginning of year2011-12-31$8,993,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$102,484
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other income not declared elsewhere2011-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-47,521
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,945,602
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,993,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,925,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,210,034
Value of interest in pooled separate accounts at end of year2011-12-31$397,192
Value of interest in pooled separate accounts at beginning of year2011-12-31$348,999
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$102,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,622,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,410,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-166,548
Net investment gain/loss from pooled separate accounts2011-12-31$46,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$639,094
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$23,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$669,911
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2011-12-31381357951
2010 : NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,442,922
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$193,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$193,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$587,428
Value of total assets at end of year2010-12-31$8,993,124
Value of total assets at beginning of year2010-12-31$7,743,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$90,510
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,249,300
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,993,124
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,743,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,210,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,210,564
Value of interest in pooled separate accounts at end of year2010-12-31$348,999
Value of interest in pooled separate accounts at beginning of year2010-12-31$271,498
Interest earned on other investments2010-12-31$90,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,410,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,225,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$725,116
Net investment gain/loss from pooled separate accounts2010-12-31$39,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$586,311
Employer contributions (assets) at end of year2010-12-31$23,502
Employer contributions (assets) at beginning of year2010-12-31$36,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$193,622
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2010-12-31381357951
2009 : NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN

2021: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314532
Policy instance 1
Insurance contract or identification number314532
Number of Individuals Covered218
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 number314532
Policy instance 1
Insurance contract or identification number314532
Number of Individuals Covered223
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 number314532
Policy instance 1
Insurance contract or identification number314532
Number of Individuals Covered253
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 number314532
Policy instance 1
Insurance contract or identification number314532
Number of Individuals Covered257
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 number314532
Policy instance 1
Insurance contract or identification number314532
Number of Individuals Covered253
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314532
Policy instance 1
Insurance contract or identification number314532
Number of Individuals Covered248
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 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 number314532
Policy instance 1
Insurance contract or identification number314532
Number of Individuals Covered247
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number314532
Policy instance 1
Insurance contract or identification number314532
Number of Individuals Covered244
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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

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