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TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 401k Plan overview

Plan NameTIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY
Plan identification number 002

TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

ST. ANDREWS PRESBYTERIAN COLLEGE ST. ANDREWS UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:ST. ANDREWS PRESBYTERIAN COLLEGE ST. ANDREWS UNIVERSITY
Employer identification number (EIN):560530240
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01LATANYA MALONE2023-11-07
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRISTINA JORDON
0022016-01-01CHRISTINA JORDON
0022015-01-01TERRY LAUGHTER
0022014-01-01TERRY LAUGHTER
0022013-01-01TERRY LAUGHTER
0022012-01-01TERRY LAUGHTER
0022011-01-01TERRY LAUGHTER
0022010-01-01TERRY LAUGHTER
0022009-01-01TERRY LAUGHTER
0022009-01-01TERRY LAUGHTER

Plan Statistics for TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY

401k plan membership statisitcs for TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY

Measure Date Value
2021: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2021 401k membership
Total participants, beginning-of-year2021-01-01102
Total number of active participants reported on line 7a of the Form 55002021-01-0161
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0193
Number of participants with account balances2021-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2020 401k membership
Total participants, beginning-of-year2020-01-0198
Total number of active participants reported on line 7a of the Form 55002020-01-0164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01102
Number of participants with account balances2020-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2019 401k membership
Total participants, beginning-of-year2019-01-0194
Total number of active participants reported on line 7a of the Form 55002019-01-0157
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0198
Number of participants with account balances2019-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2018 401k membership
Total participants, beginning-of-year2018-01-0198
Total number of active participants reported on line 7a of the Form 55002018-01-0152
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0194
Number of participants with account balances2018-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2017 401k membership
Total participants, beginning-of-year2017-01-01102
Total number of active participants reported on line 7a of the Form 55002017-01-0158
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0198
Number of participants with account balances2017-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2016 401k membership
Total participants, beginning-of-year2016-01-01114
Total number of active participants reported on line 7a of the Form 55002016-01-0162
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01102
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2015 401k membership
Total participants, beginning-of-year2015-01-01116
Total number of active participants reported on line 7a of the Form 55002015-01-0164
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01114
Number of participants with account balances2015-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2014 401k membership
Total participants, beginning-of-year2014-01-01126
Total number of active participants reported on line 7a of the Form 55002014-01-0173
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01116
Number of participants with account balances2014-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2013 401k membership
Total participants, beginning-of-year2013-01-01214
Total number of active participants reported on line 7a of the Form 55002013-01-01160
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01207
Number of participants with account balances2013-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2012 401k membership
Total participants, beginning-of-year2012-01-01223
Total number of active participants reported on line 7a of the Form 55002012-01-01171
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01214
Number of participants with account balances2012-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2011 401k membership
Total participants, beginning-of-year2011-01-01225
Total number of active participants reported on line 7a of the Form 55002011-01-01215
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01223
Total participants2011-01-01446
Number of participants with account balances2011-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2010 401k membership
Total participants, beginning-of-year2010-01-01227
Total number of active participants reported on line 7a of the Form 55002010-01-01217
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01225
Number of participants with account balances2010-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2009 401k membership
Total participants, beginning-of-year2009-01-01232
Total number of active participants reported on line 7a of the Form 55002009-01-01217
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01226
Number of participants with account balances2009-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY

Measure Date Value
2021 : TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2021 401k financial data
Total income from all sources2021-12-31$752,359
Expenses. Total of all expenses incurred2021-12-31$200,940
Benefits paid (including direct rollovers)2021-12-31$200,915
Total plan assets at end of year2021-12-31$5,696,986
Total plan assets at beginning of year2021-12-31$5,145,567
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$106,224
Contributions received from other sources (not participants or employers)2021-12-31$10,243
Other income received2021-12-31$635,892
Net income (gross income less expenses)2021-12-31$551,419
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,696,986
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,145,567
Assets. Value of participant loans2021-12-31$16,055
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$25
2020 : TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2020 401k financial data
Total income from all sources2020-12-31$664,856
Expenses. Total of all expenses incurred2020-12-31$399,203
Benefits paid (including direct rollovers)2020-12-31$399,203
Total plan assets at end of year2020-12-31$5,145,567
Total plan assets at beginning of year2020-12-31$4,879,914
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$82,667
Contributions received from other sources (not participants or employers)2020-12-31$3,189
Other income received2020-12-31$579,000
Net income (gross income less expenses)2020-12-31$265,653
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,145,567
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,879,914
2019 : TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$854,958
Total income from all sources (including contributions)2019-12-31$854,958
Total of all expenses incurred2019-12-31$226,310
Total of all expenses incurred2019-12-31$226,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$226,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$226,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$168,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$168,627
Value of total assets at end of year2019-12-31$4,879,914
Value of total assets at end of year2019-12-31$4,879,914
Value of total assets at beginning of year2019-12-31$4,251,266
Total interest from all sources2019-12-31$48,864
Total interest from all sources2019-12-31$48,864
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
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
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$73,553
Contributions received from participants2019-12-31$73,553
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$95,074
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$95,074
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$628,648
Value of net income/loss2019-12-31$628,648
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,879,914
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,879,914
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,251,266
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,251,266
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$3,168,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,168,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,571,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,571,181
Value of interest in pooled separate accounts at end of year2019-12-31$171,416
Value of interest in pooled separate accounts at end of year2019-12-31$171,416
Value of interest in pooled separate accounts at beginning of year2019-12-31$165,136
Value of interest in pooled separate accounts at beginning of year2019-12-31$165,136
Interest earned on other investments2019-12-31$48,864
Interest earned on other investments2019-12-31$48,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,540,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,540,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,514,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,514,949
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$32,555
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$32,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$628,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$628,372
Net investment gain/loss from pooled separate accounts2019-12-31$9,095
Net investment gain/loss from pooled separate accounts2019-12-31$9,095
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$193,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$193,755
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BUNTING TRIPP AND INGLEY LLP
Accountancy firm name2019-12-31BUNTING TRIPP AND INGLEY LLP
Accountancy firm EIN2019-12-31590673514
Accountancy firm EIN2019-12-31590673514
2018 : TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-98,961
Total of all expenses incurred2018-12-31$200,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$200,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$73,042
Value of total assets at end of year2018-12-31$4,251,266
Value of total assets at beginning of year2018-12-31$4,550,547
Total interest from all sources2018-12-31$50,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$73,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-299,281
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,251,266
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,550,547
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$2,571,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,894,408
Value of interest in pooled separate accounts at end of year2018-12-31$165,136
Value of interest in pooled separate accounts at beginning of year2018-12-31$164,384
Interest earned on other investments2018-12-31$50,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,514,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,491,755
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$11,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-230,044
Net investment gain/loss from pooled separate accounts2018-12-31$7,793
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$188,485
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 name2018-12-31BUNTING TRIPP AND INGLEY LLP
Accountancy firm EIN2018-12-31590673514
2017 : TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$634,022
Total of all expenses incurred2017-12-31$144,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$144,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$77,212
Value of total assets at end of year2017-12-31$4,550,547
Value of total assets at beginning of year2017-12-31$4,061,158
Total interest from all sources2017-12-31$47,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$77,212
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$489,389
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,550,547
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,061,158
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$2,894,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,507,034
Value of interest in pooled separate accounts at end of year2017-12-31$164,384
Value of interest in pooled separate accounts at beginning of year2017-12-31$157,342
Interest earned on other investments2017-12-31$47,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,491,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,396,782
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$80,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$502,886
Net investment gain/loss from pooled separate accounts2017-12-31$6,867
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$63,960
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 name2017-12-31BUNTING TRIPP AND INGLEY LLP
Accountancy firm EIN2017-12-31590673514
2016 : TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$319,181
Total of all expenses incurred2016-12-31$159,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$159,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$89,119
Value of total assets at end of year2016-12-31$4,061,158
Value of total assets at beginning of year2016-12-31$3,901,929
Total interest from all sources2016-12-31$49,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$89,119
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$159,229
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,061,158
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,901,929
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$2,507,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,359,613
Value of interest in pooled separate accounts at end of year2016-12-31$157,342
Value of interest in pooled separate accounts at beginning of year2016-12-31$165,452
Interest earned on other investments2016-12-31$49,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,396,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,370,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$172,629
Net investment gain/loss from pooled separate accounts2016-12-31$8,268
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
Employer contributions (assets) at beginning of year2016-12-31$6,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$159,952
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 name2016-12-31BUNTING TRIPP AND INGLEY LLP
Accountancy firm EIN2016-12-31590673514
2015 : TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$216,783
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$544,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$544,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$171,120
Value of total assets at end of year2015-12-31$3,901,929
Value of total assets at beginning of year2015-12-31$4,229,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$43,772
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$75,272
Participant contributions at end of year2015-12-31$6,605
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$95,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-327,565
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,901,929
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,229,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,359,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,787,505
Value of interest in pooled separate accounts at end of year2015-12-31$165,452
Value of interest in pooled separate accounts at beginning of year2015-12-31$204,328
Interest earned on other investments2015-12-31$43,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,370,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,237,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,604
Net investment gain/loss from pooled separate accounts2015-12-31$17,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$544,348
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PARKER, WAGONER & ROCHE, PLLC
Accountancy firm EIN2015-12-31274386628
2014 : TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$346,188
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$241,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$241,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$98,310
Value of total assets at end of year2014-12-31$4,229,494
Value of total assets at beginning of year2014-12-31$4,124,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$6,226
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$81,306
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,004
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$104,504
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,229,494
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,124,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,787,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,761,618
Value of interest in pooled separate accounts at end of year2014-12-31$204,328
Value of interest in pooled separate accounts at beginning of year2014-12-31$147,201
Interest earned on other investments2014-12-31$6,226
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,237,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,216,171
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$223,086
Net investment gain/loss from pooled separate accounts2014-12-31$18,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$241,684
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GUSTAF C LUNDIN & COMPANY, LLP
Accountancy firm EIN2014-12-31560596779
2013 : TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$654,387
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$43,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$43,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$75,494
Value of total assets at end of year2013-12-31$4,124,990
Value of total assets at beginning of year2013-12-31$3,514,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$5,308
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$75,221
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$610,877
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,124,990
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,514,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,761,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,302,368
Value of interest in pooled separate accounts at end of year2013-12-31$147,201
Value of interest in pooled separate accounts at beginning of year2013-12-31$131,893
Interest earned on other investments2013-12-31$5,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,216,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,079,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$560,725
Net investment gain/loss from pooled separate accounts2013-12-31$12,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$43,510
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GUSTAF C LUNDIN & COMPANY, LLP
Accountancy firm EIN2013-12-31560596779
2012 : TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$478,363
Total of all expenses incurred2012-12-31$157,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$157,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$123,255
Value of total assets at end of year2012-12-31$3,514,113
Value of total assets at beginning of year2012-12-31$3,193,287
Total interest from all sources2012-12-31$35,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$80,970
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$42,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$320,826
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,514,113
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,193,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,302,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,083,637
Value of interest in pooled separate accounts at end of year2012-12-31$131,893
Value of interest in pooled separate accounts at beginning of year2012-12-31$119,469
Interest earned on other investments2012-12-31$35,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,079,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$990,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$307,783
Net investment gain/loss from pooled separate accounts2012-12-31$12,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$157,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GUSTAF C LUNDIN & COMPANY
Accountancy firm EIN2012-12-31560596779
2011 : TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$110,787
Total of all expenses incurred2011-12-31$183,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$183,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$114,312
Value of total assets at end of year2011-12-31$3,193,287
Value of total assets at beginning of year2011-12-31$3,265,990
Total interest from all sources2011-12-31$33,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$114,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-72,703
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,193,287
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,265,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,083,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,188,706
Value of interest in pooled separate accounts at end of year2011-12-31$119,469
Value of interest in pooled separate accounts at beginning of year2011-12-31$82,598
Interest earned on other investments2011-12-31$33,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$990,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$994,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-49,190
Net investment gain/loss from pooled separate accounts2011-12-31$11,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$183,490
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GUSTAF C LUNDIN & COMPANY
Accountancy firm EIN2011-12-31560596779
2010 : TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$449,929
Total of all expenses incurred2010-12-31$408,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$408,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$141,296
Value of total assets at end of year2010-12-31$3,265,990
Value of total assets at beginning of year2010-12-31$3,224,277
Total interest from all sources2010-12-31$34,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$141,296
Participant contributions at beginning of year2010-12-31$6,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$41,713
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,265,990
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,224,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,188,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,083,960
Value of interest in pooled separate accounts at end of year2010-12-31$82,598
Value of interest in pooled separate accounts at beginning of year2010-12-31$59,928
Interest earned on other investments2010-12-31$34,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$994,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,073,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$265,587
Net investment gain/loss from pooled separate accounts2010-12-31$8,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$408,216
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GUSTAF C LUNDIN & COMPANY
Accountancy firm EIN2010-12-31560596779

Form 5500 Responses for TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY

2021: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE STAFF AND FACULTY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327078
Policy instance 1
Insurance contract or identification number327078
Number of Individuals Covered89
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327078
Policy instance 1
Insurance contract or identification number327078
Number of Individuals Covered97
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number327078
Policy instance 1
Insurance contract or identification number327078
Number of Individuals Covered88
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number327078
Policy instance 1
Insurance contract or identification number327078
Number of Individuals Covered87
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number327078
Policy instance 1
Insurance contract or identification number327078
Number of Individuals Covered90
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number327078
Policy instance 1
Insurance contract or identification number327078
Number of Individuals Covered104
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327078
Policy instance 1
Insurance contract or identification number327078
Number of Individuals Covered107
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327078
Policy instance 1
Insurance contract or identification number327078
Number of Individuals Covered118
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327078
Policy instance 1
Insurance contract or identification number327078
Number of Individuals Covered120
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number327078
Policy instance 1
Insurance contract or identification number327078
Number of Individuals Covered124
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327078
Policy instance 1
Insurance contract or identification number327078
Number of Individuals Covered135
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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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