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SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameSOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN
Plan identification number 001

SOCIETY FOR SCIENCE & THE PUBLIC 403(B) 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOCIETY FOR SCIENCE & THE PUBLIC has sponsored the creation of one or more 401k plans.

Company Name:SOCIETY FOR SCIENCE & THE PUBLIC
Employer identification number (EIN):530196483
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01MATT FULLER2022-12-08
0012020-01-01DAN REZNIKOV2021-10-11
0012019-01-01DAN REZNIKOV2020-10-13
0012018-01-01DAN REZNIKOV2019-09-06 DAN REZNIKOV2019-09-06
0012018-01-01DAN REZNIKOV2020-06-04
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01GREG MITCHELL2013-07-15
0012011-01-01GREGORY L MITCHELL2012-05-30
0012010-01-01GREGORY L. MITCHELL2011-04-26

Plan Statistics for SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN

Measure Date Value
2021: SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01264
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01133
Total of all active and inactive participants2021-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01232
Number of participants with account balances2021-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01267
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01166
Total of all active and inactive participants2020-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01264
Number of participants with account balances2020-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01255
Total number of active participants reported on line 7a of the Form 55002019-01-01104
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01163
Total of all active and inactive participants2019-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01267
Number of participants with account balances2019-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01245
Total number of active participants reported on line 7a of the Form 55002018-01-0195
Number of other retired or separated participants entitled to future benefits2018-01-01160
Total of all active and inactive participants2018-01-01255
Total participants2018-01-01255
Number of participants with account balances2018-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
2017: SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01234
Total number of active participants reported on line 7a of the Form 55002017-01-0193
Number of other retired or separated participants entitled to future benefits2017-01-01152
Total of all active and inactive participants2017-01-01245
Total participants2017-01-01245
Number of participants with account balances2017-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-0185
Number of retired or separated participants receiving benefits2016-01-0190
Total of all active and inactive participants2016-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01176
Number of participants with account balances2016-01-01174

Financial Data on SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN

Measure Date Value
2021 : SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,777,759
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,048,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,030,379
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,815,284
Value of total assets at end of year2021-12-31$34,804,449
Value of total assets at beginning of year2021-12-31$30,075,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,458
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$30,456
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$454,686
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$454,686
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$10,316
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$854,517
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$17,170
Participant contributions at beginning of year2021-12-31$11,652
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$82,655
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$98,874
Assets. Loans (other than to participants) at beginning of year2021-12-31$45,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$9,303
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$4,728,922
Value of net assets at end of year (total assets less liabilities)2021-12-31$34,804,449
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,075,527
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,838,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,736,789
Value of interest in pooled separate accounts at end of year2021-12-31$1,046,831
Value of interest in pooled separate accounts at beginning of year2021-12-31$583,977
Interest on participant loans2021-12-31$2,773
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$27,683
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,785,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,686,132
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$253,440
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,325,504
Net investment gain/loss from pooled separate accounts2021-12-31$142,526
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$878,112
Employer contributions (assets) at end of year2021-12-31$16,800
Employer contributions (assets) at beginning of year2021-12-31$11,892
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$776,939
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$8,142
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PBMARES, LLP
Accountancy firm EIN2021-12-31540737372
2020 : SOCIETY FOR SCIENCE & THE PUBLIC 403(B) 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$5,207,397
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,327,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,327,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,614,349
Value of total assets at end of year2020-12-31$30,075,527
Value of total assets at beginning of year2020-12-31$26,195,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$221,611
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$212,835
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$212,835
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$774,943
Participant contributions at end of year2020-12-31$11,652
Participant contributions at beginning of year2020-12-31$29,193
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,173
Assets. Loans (other than to participants) at end of year2020-12-31$45,085
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$6,819
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$3,879,844
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,075,527
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,195,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,736,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,024,194
Value of interest in pooled separate accounts at end of year2020-12-31$583,977
Value of interest in pooled separate accounts at beginning of year2020-12-31$684,360
Interest on participant loans2020-12-31$1,135
Interest earned on other investments2020-12-31$220,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,686,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,430,815
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$182,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,157,401
Net investment gain/loss from pooled separate accounts2020-12-31$-5,618
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$813,233
Employer contributions (assets) at end of year2020-12-31$11,892
Employer contributions (assets) at beginning of year2020-12-31$27,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,145,306
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$5,761,367
Total income from all sources (including contributions)2019-12-31$5,761,367
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,736,388
Total of all expenses incurred2019-12-31$1,736,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,736,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,736,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,597,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,597,238
Value of total assets at end of year2019-12-31$26,195,683
Value of total assets at end of year2019-12-31$26,195,683
Value of total assets at beginning of year2019-12-31$22,170,704
Value of total assets at beginning of year2019-12-31$22,170,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$262,770
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$262,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$262,770
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$262,770
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$726,973
Contributions received from participants2019-12-31$726,973
Participant contributions at end of year2019-12-31$29,193
Participant contributions at end of year2019-12-31$29,193
Participant contributions at beginning of year2019-12-31$28,408
Participant contributions at beginning of year2019-12-31$28,408
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,919
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,919
Other income not declared elsewhere2019-12-31$6,398
Other income not declared elsewhere2019-12-31$6,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,024,979
Value of net income/loss2019-12-31$4,024,979
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,195,683
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,195,683
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,170,704
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,170,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,024,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,024,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,138,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,138,624
Value of interest in pooled separate accounts at end of year2019-12-31$684,360
Value of interest in pooled separate accounts at end of year2019-12-31$684,360
Value of interest in pooled separate accounts at beginning of year2019-12-31$773,737
Value of interest in pooled separate accounts at beginning of year2019-12-31$773,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,430,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,430,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,193,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,193,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,856,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,856,286
Net investment gain/loss from pooled separate accounts2019-12-31$38,675
Net investment gain/loss from pooled separate accounts2019-12-31$38,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$781,346
Contributions received in cash from employer2019-12-31$781,346
Employer contributions (assets) at end of year2019-12-31$27,121
Employer contributions (assets) at end of year2019-12-31$27,121
Employer contributions (assets) at beginning of year2019-12-31$29,006
Employer contributions (assets) at beginning of year2019-12-31$29,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,736,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,736,388
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$612,696
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$937,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$922,352
Expenses. Certain deemed distributions of participant loans2018-12-31$14,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,437,548
Value of total assets at end of year2018-12-31$22,170,704
Value of total assets at beginning of year2018-12-31$22,495,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$160
Total interest from all sources2018-12-31$61,550
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$202,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$202,911
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$682,596
Participant contributions at end of year2018-12-31$28,408
Participant contributions at beginning of year2018-12-31$26,524
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-324,388
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,170,704
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,495,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,138,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,615,151
Value of interest in pooled separate accounts at end of year2018-12-31$773,737
Value of interest in pooled separate accounts at beginning of year2018-12-31$707,002
Interest earned on other investments2018-12-31$61,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,193,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,112,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,123,939
Net investment gain/loss from pooled separate accounts2018-12-31$34,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$741,666
Employer contributions (assets) at end of year2018-12-31$29,006
Employer contributions (assets) at beginning of year2018-12-31$28,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$922,352
Contract administrator fees2018-12-31$160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TATE & TRYON
Accountancy firm EIN2018-12-31521855942
2017 : SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,336,892
Total of all expenses incurred2017-12-31$1,082,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,057,503
Expenses. Certain deemed distributions of participant loans2017-12-31$24,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,398,549
Value of total assets at end of year2017-12-31$22,495,092
Value of total assets at beginning of year2017-12-31$19,240,400
Total interest from all sources2017-12-31$50,910
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$126,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$126,259
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$600,383
Participant contributions at end of year2017-12-31$26,524
Participant contributions at beginning of year2017-12-31$20,567
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$104,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,254,692
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,495,092
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,240,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,615,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,583,224
Value of interest in pooled separate accounts at end of year2017-12-31$707,002
Value of interest in pooled separate accounts at beginning of year2017-12-31$588,909
Interest earned on other investments2017-12-31$50,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,112,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,019,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,733,018
Net investment gain/loss from pooled separate accounts2017-12-31$28,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$693,902
Employer contributions (assets) at end of year2017-12-31$28,599
Employer contributions (assets) at beginning of year2017-12-31$25,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,057,503
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TATE & TRYON
Accountancy firm EIN2017-12-31521855942
2016 : SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,785,326
Total of all expenses incurred2016-12-31$429,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$429,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,062,490
Value of total assets at end of year2016-12-31$12,115,873
Value of total assets at beginning of year2016-12-31$10,760,504
Total interest from all sources2016-12-31$85,754
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$101,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$101,062
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$481,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,355,369
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,115,873
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,760,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,427,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,821,391
Value of interest in pooled separate accounts at end of year2016-12-31$5,655,600
Interest earned on other investments2016-12-31$85,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,029,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,939,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$521,583
Net investment gain/loss from pooled separate accounts2016-12-31$14,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$581,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$429,957
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TATE & TRYON
Accountancy firm EIN2016-12-31521855942

Form 5500 Responses for SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN

2021: SOCIETY FOR SCIENCE & THE PUBLIC 403(B) 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: SOCIETY FOR SCIENCE & THE PUBLIC 403(B) 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 benefit arrangement – InsuranceYes
2019: SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SOCIETY FOR SCIENCE & THE PUBLIC 403(B) DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500113
Policy instance 1
Insurance contract or identification number500113
Number of Individuals Covered138
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500113
Policy instance 1
Insurance contract or identification number500113
Number of Individuals Covered139
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?No
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 number500113
Policy instance 1
Insurance contract or identification number500113
Number of Individuals Covered145
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
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 number500113
Policy instance 1
Insurance contract or identification number500113
Number of Individuals Covered145
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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