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RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameRESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST
Plan identification number 001

RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

RESOURCES FOR THE FUTURE, INC has sponsored the creation of one or more 401k plans.

Company Name:RESOURCES FOR THE FUTURE, INC
Employer identification number (EIN):530220900
NAIC Classification:611000

Additional information about RESOURCES FOR THE FUTURE, INC

Jurisdiction of Incorporation: District of Columbia Corporations Division
Incorporation Date:
Company Identification Number: 630991

More information about RESOURCES FOR THE FUTURE, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01TERRI O'BRIEN TERRI O'BRIEN2018-07-16
0012015-10-01TERRI O'BRIEN TERRI O'BRIEN2017-07-17
0012014-10-01TERRI OBRIEN TERRI OBRIEN2016-07-15
0012013-10-01TERRI OBRIEN
0012012-10-01EDWARD HAND
0012011-10-01EDWARD HAND
0012010-10-01EDWARD HAND
0012009-10-01EDWARD HAND
0012008-10-01

Plan Statistics for RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST

401k plan membership statisitcs for RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST

Measure Date Value
2021: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-10-01278
Total number of active participants reported on line 7a of the Form 55002021-10-0170
Number of retired or separated participants receiving benefits2021-10-0145
Number of other retired or separated participants entitled to future benefits2021-10-01166
Total of all active and inactive participants2021-10-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-011
Total participants2021-10-01282
Number of participants with account balances2021-10-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2019: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-10-01284
Total number of active participants reported on line 7a of the Form 55002019-10-0168
Number of retired or separated participants receiving benefits2019-10-0156
Number of other retired or separated participants entitled to future benefits2019-10-01153
Total of all active and inactive participants2019-10-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-012
Total participants2019-10-01279
Number of participants with account balances2019-10-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-10-01336
Total number of active participants reported on line 7a of the Form 55002018-10-0176
Number of retired or separated participants receiving benefits2018-10-0161
Number of other retired or separated participants entitled to future benefits2018-10-01145
Total of all active and inactive participants2018-10-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-012
Total participants2018-10-01284
Number of participants with account balances2018-10-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-01266
Total number of active participants reported on line 7a of the Form 55002017-10-0166
Number of retired or separated participants receiving benefits2017-10-0160
Number of other retired or separated participants entitled to future benefits2017-10-01207
Total of all active and inactive participants2017-10-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-012
Total participants2017-10-01335
Number of participants with account balances2017-10-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-01273
Total number of active participants reported on line 7a of the Form 55002016-10-0155
Number of retired or separated participants receiving benefits2016-10-0128
Number of other retired or separated participants entitled to future benefits2016-10-01178
Total of all active and inactive participants2016-10-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-012
Total participants2016-10-01263
Number of participants with account balances2016-10-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-0158
Total number of active participants reported on line 7a of the Form 55002015-10-0165
Number of retired or separated participants receiving benefits2015-10-0128
Number of other retired or separated participants entitled to future benefits2015-10-01176
Total of all active and inactive participants2015-10-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-013
Total participants2015-10-01272
Number of participants with account balances2015-10-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-0152
Total number of active participants reported on line 7a of the Form 55002014-10-0158
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0158
Number of participants with account balances2014-10-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-0156
Total number of active participants reported on line 7a of the Form 55002013-10-0152
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0152
Number of participants with account balances2013-10-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-0148
Total number of active participants reported on line 7a of the Form 55002012-10-0151
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-011
Total of all active and inactive participants2012-10-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0152
Number of participants with account balances2012-10-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-0156
Total number of active participants reported on line 7a of the Form 55002011-10-0148
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-012
Total of all active and inactive participants2011-10-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0150
Number of participants with account balances2011-10-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-10-0166
Total number of active participants reported on line 7a of the Form 55002010-10-0162
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0162
Number of participants with account balances2010-10-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-0167
Total number of active participants reported on line 7a of the Form 55002009-10-0166
Total of all active and inactive participants2009-10-0166
Total participants2009-10-0166
Number of participants with account balances2009-10-0166

Financial Data on RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST

Measure Date Value
2022 : RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-4,935,321
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$1,237,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$1,231,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$987,399
Value of total assets at end of year2022-09-30$38,081,892
Value of total assets at beginning of year2022-09-30$44,255,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$6,547
Total interest from all sources2022-09-30$1,607
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$534,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$534,544
Administrative expenses professional fees incurred2022-09-30$6,547
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Other income not declared elsewhere2022-09-30$310,116
Total non interest bearing cash at end of year2022-09-30$7,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-6,173,155
Value of net assets at end of year (total assets less liabilities)2022-09-30$38,081,892
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$44,255,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$27,731,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$34,133,997
Value of interest in pooled separate accounts at end of year2022-09-30$1,176,927
Value of interest in pooled separate accounts at beginning of year2022-09-30$947,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$399,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$283,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$283,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$1,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$8,675,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$8,816,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-6,954,102
Net investment gain/loss from pooled separate accounts2022-09-30$185,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$987,399
Employer contributions (assets) at end of year2022-09-30$92,025
Employer contributions (assets) at beginning of year2022-09-30$73,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$1,231,287
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
2020 : RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$3,923,661
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,746,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,741,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$841,413
Value of total assets at end of year2020-09-30$39,236,207
Value of total assets at beginning of year2020-09-30$37,058,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$4,667
Total interest from all sources2020-09-30$3,512
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$302,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$302,093
Administrative expenses professional fees incurred2020-09-30$4,667
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$3,572
Other income not declared elsewhere2020-09-30$324,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$2,177,295
Value of net assets at end of year (total assets less liabilities)2020-09-30$39,236,207
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$37,058,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$28,766,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$26,956,505
Value of interest in pooled separate accounts at end of year2020-09-30$756,607
Value of interest in pooled separate accounts at beginning of year2020-09-30$964,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$700,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$530,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$530,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$3,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$8,947,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$8,535,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$2,452,416
Net investment gain or loss from common/collective trusts2020-09-30$-292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$837,841
Employer contributions (assets) at end of year2020-09-30$65,180
Employer contributions (assets) at beginning of year2020-09-30$71,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,741,699
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30ARONSON, LLC
Accountancy firm EIN2020-09-30371611326
2019 : RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,554,574
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$2,588,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$2,585,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$896,994
Value of total assets at end of year2019-09-30$37,058,912
Value of total assets at beginning of year2019-09-30$38,093,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$3,898
Total interest from all sources2019-09-30$10,210
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$350,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$350,786
Administrative expenses professional fees incurred2019-09-30$3,898
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Other income not declared elsewhere2019-09-30$336,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-1,034,340
Value of net assets at end of year (total assets less liabilities)2019-09-30$37,058,912
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$38,093,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$26,956,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$27,029,609
Value of interest in pooled separate accounts at end of year2019-09-30$964,387
Value of interest in pooled separate accounts at beginning of year2019-09-30$1,255,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$530,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$596,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$596,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$10,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$8,535,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$9,141,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-93,242
Net investment gain/loss from pooled separate accounts2019-09-30$53,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$896,994
Employer contributions (assets) at end of year2019-09-30$71,701
Employer contributions (assets) at beginning of year2019-09-30$69,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$2,585,016
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30ARONSON, LLC
Accountancy firm EIN2019-09-30371611326
2018 : RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$3,954,246
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$1,177,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,174,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$823,802
Value of total assets at end of year2018-09-30$38,093,252
Value of total assets at beginning of year2018-09-30$35,316,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$2,913
Total interest from all sources2018-09-30$4,326
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$261,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$261,267
Administrative expenses professional fees incurred2018-09-30$2,913
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Funding deficiency by the employer to the plan for this plan year2018-09-30$0
Minimum employer required contribution for this plan year2018-09-30$819,838
Amount contributed by the employer to the plan for this plan year2018-09-30$819,838
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Other income not declared elsewhere2018-09-30$358,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$2,777,013
Value of net assets at end of year (total assets less liabilities)2018-09-30$38,093,252
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$35,316,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$27,029,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$24,352,454
Value of interest in pooled separate accounts at end of year2018-09-30$1,255,812
Value of interest in pooled separate accounts at beginning of year2018-09-30$1,155,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$596,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$360,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$360,436
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$4,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$9,141,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$9,382,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$2,445,824
Net investment gain/loss from pooled separate accounts2018-09-30$60,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$823,802
Employer contributions (assets) at end of year2018-09-30$69,371
Employer contributions (assets) at beginning of year2018-09-30$65,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,174,320
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30ARONSON, LLC
Accountancy firm EIN2018-09-30371611326
2017 : RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$4,770,237
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$2,516,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$2,515,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$800,982
Value of total assets at end of year2017-09-30$35,316,239
Value of total assets at beginning of year2017-09-30$33,062,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$1,946
Total interest from all sources2017-09-30$913
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$154,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$154,304
Administrative expenses professional fees incurred2017-09-30$1,946
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Other income not declared elsewhere2017-09-30$381,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$2,253,285
Value of net assets at end of year (total assets less liabilities)2017-09-30$35,316,239
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$33,062,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$24,352,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$21,868,537
Value of interest in pooled separate accounts at end of year2017-09-30$1,155,610
Value of interest in pooled separate accounts at beginning of year2017-09-30$875,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$360,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$257,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$257,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$9,382,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$9,997,039
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$237,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$3,386,612
Net investment gain/loss from pooled separate accounts2017-09-30$45,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$800,982
Employer contributions (assets) at end of year2017-09-30$65,407
Employer contributions (assets) at beginning of year2017-09-30$64,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$2,277,014
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30ARONSON, LLC
Accountancy firm EIN2017-09-30371611326
2016 : RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-09-30$17,322,791
Total income from all sources2016-09-30$3,736,612
Expenses. Total of all expenses incurred2016-09-30$2,966,812
Benefits paid (including direct rollovers)2016-09-30$2,944,200
Total plan assets at end of year2016-09-30$33,062,954
Total plan assets at beginning of year2016-09-30$14,970,363
Value of fidelity bond covering the plan2016-09-30$500,000
Other income received2016-09-30$2,784,055
Net income (gross income less expenses)2016-09-30$769,800
Net plan assets at end of year (total assets less liabilities)2016-09-30$33,062,954
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$14,970,363
Total contributions received or receivable from employer(s)2016-09-30$952,557
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$22,612
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Funding deficiency by the employer to the plan for this plan year2016-09-30$0
Minimum employer required contribution for this plan year2016-09-30$952,557
Amount contributed by the employer to the plan for this plan year2016-09-30$952,557
2015 : RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-09-30$349,541
Total income from all sources2015-09-30$3,875
Expenses. Total of all expenses incurred2015-09-30$70,947
Total plan assets at end of year2015-09-30$14,970,363
Total plan assets at beginning of year2015-09-30$14,687,894
Value of fidelity bond covering the plan2015-09-30$500,000
Other income received2015-09-30$-827,042
Net income (gross income less expenses)2015-09-30$-67,072
Net plan assets at end of year (total assets less liabilities)2015-09-30$14,970,363
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$14,687,894
Total contributions received or receivable from employer(s)2015-09-30$830,917
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$70,947
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Funding deficiency by the employer to the plan for this plan year2015-09-30$0
Minimum employer required contribution for this plan year2015-09-30$830,917
Amount contributed by the employer to the plan for this plan year2015-09-30$830,917
2014 : RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$2,257,132
Expenses. Total of all expenses incurred2014-09-30$360,026
Benefits paid (including direct rollovers)2014-09-30$310,922
Total plan assets at end of year2014-09-30$14,757,103
Total plan assets at beginning of year2014-09-30$12,859,997
Value of fidelity bond covering the plan2014-09-30$200,000
Other income received2014-09-30$1,430,965
Net income (gross income less expenses)2014-09-30$1,897,106
Net plan assets at end of year (total assets less liabilities)2014-09-30$14,757,103
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$12,859,997
Total contributions received or receivable from employer(s)2014-09-30$826,167
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$49,104
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Funding deficiency by the employer to the plan for this plan year2014-09-30$0
Minimum employer required contribution for this plan year2014-09-30$826,167
Amount contributed by the employer to the plan for this plan year2014-09-30$826,167
2013 : RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$943,343
Expenses. Total of all expenses incurred2013-09-30$541,841
Benefits paid (including direct rollovers)2013-09-30$503,503
Total plan assets at end of year2013-09-30$11,914,918
Total plan assets at beginning of year2013-09-30$11,513,415
Value of fidelity bond covering the plan2013-09-30$200,000
Other income received2013-09-30$125,712
Net income (gross income less expenses)2013-09-30$401,502
Net plan assets at end of year (total assets less liabilities)2013-09-30$11,914,918
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$11,513,415
Total contributions received or receivable from employer(s)2013-09-30$817,631
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$38,338
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Funding deficiency by the employer to the plan for this plan year2013-09-30$0
Minimum employer required contribution for this plan year2013-09-30$817,631
Amount contributed by the employer to the plan for this plan year2013-09-30$817,631
2012 : RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-09-30$293,330
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$4,028,144
Expenses. Total of all expenses incurred2012-09-30$3,479,181
Benefits paid (including direct rollovers)2012-09-30$3,440,257
Total plan assets at end of year2012-09-30$11,513,415
Total plan assets at beginning of year2012-09-30$11,257,782
Value of fidelity bond covering the plan2012-09-30$200,000
Other income received2012-09-30$3,289,192
Net income (gross income less expenses)2012-09-30$548,963
Net plan assets at end of year (total assets less liabilities)2012-09-30$11,513,415
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$11,257,782
Total contributions received or receivable from employer(s)2012-09-30$738,952
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$38,924
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Funding deficiency by the employer to the plan for this plan year2012-09-30$0
Minimum employer required contribution for this plan year2012-09-30$738,952
Amount contributed by the employer to the plan for this plan year2012-09-30$738,952
2011 : RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$547,269
Expenses. Total of all expenses incurred2011-09-30$688,212
Benefits paid (including direct rollovers)2011-09-30$660,956
Total plan assets at end of year2011-09-30$11,257,782
Total plan assets at beginning of year2011-09-30$11,398,724
Value of fidelity bond covering the plan2011-09-30$200,000
Other income received2011-09-30$-364,183
Net income (gross income less expenses)2011-09-30$-140,943
Net plan assets at end of year (total assets less liabilities)2011-09-30$11,257,782
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$11,398,724
Total contributions received or receivable from employer(s)2011-09-30$911,452
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$27,256
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Funding deficiency by the employer to the plan for this plan year2011-09-30$0
Minimum employer required contribution for this plan year2011-09-30$911,452
Amount contributed by the employer to the plan for this plan year2011-09-30$911,452
2010 : RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0
Funding deficiency by the employer to the plan for this plan year2010-09-30$0
Minimum employer required contribution for this plan year2010-09-30$927,413
Amount contributed by the employer to the plan for this plan year2010-09-30$927,413

Form 5500 Responses for RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST

2021: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2019: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01First time form 5500 has been submittedYes
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: RESOURCES FOR THE FUTURE RESTATED RETIREMENT PLAN & TRUST 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810301
Policy instance 1
Insurance contract or identification number810301
Number of Individuals Covered6
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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 Administration1
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 number150351
Policy instance 2
Insurance contract or identification number150351
Number of Individuals Covered163
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810301
Policy instance 1
Insurance contract or identification number810301
Number of Individuals Covered4
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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 Administration1
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 number150351
Policy instance 2
Insurance contract or identification number150351
Number of Individuals Covered179
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810301
Policy instance 1
Insurance contract or identification number810301
Number of Individuals Covered4
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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 Administration1
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 number150351
Policy instance 2
Insurance contract or identification number150351
Number of Individuals Covered186
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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

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