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NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 401k Plan overview

Plan NameNORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE
Plan identification number 001

NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

NORTH CAROLINA BIOTECHNOLOGY CENTER has sponsored the creation of one or more 401k plans.

Company Name:NORTH CAROLINA BIOTECHNOLOGY CENTER
Employer identification number (EIN):561434024
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NORTH CAROLINA BIOTECHNOLOGY CENTER

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0103642

More information about NORTH CAROLINA BIOTECHNOLOGY CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01JOSEPH HENDERSON2023-05-02 JOSEPH HENDERSON2023-05-02
0012019-07-01
0012018-07-01
0012017-07-01KELLY GANGL
0012016-07-01JAMES TEAGLE
0012015-07-01PATRICIA GRAVINESE PATRICIA GRAVINESE2017-01-27
0012014-07-01PATRICIA GRAVINESE PATRICIA GRAVINESE2016-01-27
0012013-07-01PATRICIA GRAVINESE
0012012-07-01PATRICIA GRAVINESE
0012011-07-01PATRICIA GRAVINESE
0012009-07-01PATRICIA GRAVINESE, CPA
0012009-07-01PATRICIA GRAVINESE, CPA
0012009-07-01PATRICIA GRAVINESE, CPA

Plan Statistics for NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE

401k plan membership statisitcs for NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE

Measure Date Value
2019: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2019 401k membership
Total participants, beginning-of-year2019-07-01118
Total number of active participants reported on line 7a of the Form 55002019-07-0158
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0158
Total of all active and inactive participants2019-07-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01116
Number of participants with account balances2019-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2018 401k membership
Total participants, beginning-of-year2018-07-01116
Total number of active participants reported on line 7a of the Form 55002018-07-0158
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0159
Total of all active and inactive participants2018-07-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01118
Number of participants with account balances2018-07-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2017 401k membership
Total participants, beginning-of-year2017-07-01111
Total number of active participants reported on line 7a of the Form 55002017-07-0157
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0158
Total of all active and inactive participants2017-07-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01116
Number of participants with account balances2017-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2016 401k membership
Total participants, beginning-of-year2016-07-01109
Total number of active participants reported on line 7a of the Form 55002016-07-0156
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-0154
Total of all active and inactive participants2016-07-01111
Total participants2016-07-01111
Number of participants with account balances2016-07-01111
2015: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2015 401k membership
Total participants, beginning-of-year2015-07-01103
Total number of active participants reported on line 7a of the Form 55002015-07-0157
Number of other retired or separated participants entitled to future benefits2015-07-0151
Total of all active and inactive participants2015-07-01108
Total participants2015-07-01108
Number of participants with account balances2015-07-01109
2014: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2014 401k membership
Total participants, beginning-of-year2014-07-01109
Total number of active participants reported on line 7a of the Form 55002014-07-0156
Number of other retired or separated participants entitled to future benefits2014-07-0148
Total of all active and inactive participants2014-07-01104
Total participants2014-07-01104
Number of participants with account balances2014-07-01103
2013: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2013 401k membership
Total participants, beginning-of-year2013-07-01110
Total number of active participants reported on line 7a of the Form 55002013-07-0162
Number of other retired or separated participants entitled to future benefits2013-07-0149
Total of all active and inactive participants2013-07-01111
Total participants2013-07-01111
Number of participants with account balances2013-07-01109
2012: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2012 401k membership
Total participants, beginning-of-year2012-07-01103
Total number of active participants reported on line 7a of the Form 55002012-07-0190
Number of other retired or separated participants entitled to future benefits2012-07-0126
Total of all active and inactive participants2012-07-01116
Total participants2012-07-01116
Number of participants with account balances2012-07-01110
2011: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2011 401k membership
Total participants, beginning-of-year2011-07-0199
Total number of active participants reported on line 7a of the Form 55002011-07-0189
Number of other retired or separated participants entitled to future benefits2011-07-0117
Total of all active and inactive participants2011-07-01106
Total participants2011-07-01106
Number of participants with account balances2011-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
Number of employers contributing to the scheme2011-07-010
2009: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2009 401k membership
Total participants, beginning-of-year2009-07-0173
Total number of active participants reported on line 7a of the Form 55002009-07-0188
Number of other retired or separated participants entitled to future benefits2009-07-0112
Total of all active and inactive participants2009-07-01100
Total participants2009-07-01100
Number of participants with account balances2009-07-0199

Financial Data on NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE

Measure Date Value
2020 : NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2020 401k financial data
Total income from all sources2020-06-30$854,832
Expenses. Total of all expenses incurred2020-06-30$853,955
Benefits paid (including direct rollovers)2020-06-30$853,955
Total plan assets at end of year2020-06-30$7,184,161
Total plan assets at beginning of year2020-06-30$7,183,284
Value of fidelity bond covering the plan2020-06-30$2,000,000
Other income received2020-06-30$266,931
Net income (gross income less expenses)2020-06-30$877
Net plan assets at end of year (total assets less liabilities)2020-06-30$7,184,161
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$7,183,284
Total contributions received or receivable from employer(s)2020-06-30$587,901
2019 : NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$582,438
Amount contributed by the employer to the plan for this plan year2019-06-30$582,438
2018 : NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2018 401k financial data
Total income from all sources2018-06-30$1,154,552
Expenses. Total of all expenses incurred2018-06-30$471,727
Benefits paid (including direct rollovers)2018-06-30$471,407
Total plan assets at end of year2018-06-30$7,025,172
Total plan assets at beginning of year2018-06-30$6,342,347
Value of fidelity bond covering the plan2018-06-30$2,000,000
Other income received2018-06-30$615,466
Net income (gross income less expenses)2018-06-30$682,825
Net plan assets at end of year (total assets less liabilities)2018-06-30$7,025,172
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$6,342,347
Total contributions received or receivable from employer(s)2018-06-30$539,086
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$320
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$539,086
Amount contributed by the employer to the plan for this plan year2018-06-30$539,086
2017 : NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2017 401k financial data
Total income from all sources2017-06-30$1,243,569
Expenses. Total of all expenses incurred2017-06-30$621,996
Benefits paid (including direct rollovers)2017-06-30$621,696
Total plan assets at end of year2017-06-30$6,342,347
Total plan assets at beginning of year2017-06-30$5,720,774
Value of fidelity bond covering the plan2017-06-30$2,000,000
Other income received2017-06-30$717,851
Net income (gross income less expenses)2017-06-30$621,573
Net plan assets at end of year (total assets less liabilities)2017-06-30$6,342,347
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$5,720,774
Total contributions received or receivable from employer(s)2017-06-30$525,718
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$300
2016 : NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total income from all sources2016-06-30$467,362
Expenses. Total of all expenses incurred2016-06-30$374,220
Benefits paid (including direct rollovers)2016-06-30$373,820
Total plan assets at end of year2016-06-30$5,720,774
Total plan assets at beginning of year2016-06-30$5,627,632
Value of fidelity bond covering the plan2016-06-30$2,000,000
Other income received2016-06-30$-15,182
Net income (gross income less expenses)2016-06-30$93,142
Net plan assets at end of year (total assets less liabilities)2016-06-30$5,720,774
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$5,627,632
Total contributions received or receivable from employer(s)2016-06-30$482,544
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$400
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$485,915
Amount contributed by the employer to the plan for this plan year2016-06-30$485,915
2015 : NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2015 401k financial data
Total income from all sources2015-06-30$696,513
Expenses. Total of all expenses incurred2015-06-30$652,316
Benefits paid (including direct rollovers)2015-06-30$651,916
Total plan assets at end of year2015-06-30$5,627,632
Total plan assets at beginning of year2015-06-30$5,583,435
Value of fidelity bond covering the plan2015-06-30$2,000,000
Other income received2015-06-30$240,728
Net income (gross income less expenses)2015-06-30$44,197
Net plan assets at end of year (total assets less liabilities)2015-06-30$5,627,632
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$5,583,435
Total contributions received or receivable from employer(s)2015-06-30$455,785
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$400
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$455,184
Amount contributed by the employer to the plan for this plan year2015-06-30$455,184
2014 : NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2014 401k financial data
Transfers to/from the plan2014-06-30$187
Total income from all sources2014-06-30$1,293,603
Expenses. Total of all expenses incurred2014-06-30$1,157,086
Benefits paid (including direct rollovers)2014-06-30$1,155,545
Total plan assets at end of year2014-06-30$5,583,435
Total plan assets at beginning of year2014-06-30$5,446,731
Value of fidelity bond covering the plan2014-06-30$2,000,000
Other income received2014-06-30$772,635
Net income (gross income less expenses)2014-06-30$136,517
Net plan assets at end of year (total assets less liabilities)2014-06-30$5,583,435
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$5,446,731
Total contributions received or receivable from employer(s)2014-06-30$520,968
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$1,541
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$512,148
Amount contributed by the employer to the plan for this plan year2014-06-30$512,148
2013 : NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2013 401k financial data
Transfers to/from the plan2013-06-30$54,743
Total income from all sources2013-06-30$1,008,674
Expenses. Total of all expenses incurred2013-06-30$143,915
Benefits paid (including direct rollovers)2013-06-30$143,415
Total plan assets at end of year2013-06-30$5,446,731
Total plan assets at beginning of year2013-06-30$4,488,251
Value of fidelity bond covering the plan2013-06-30$2,000,000
Other income received2013-06-30$447,639
Net income (gross income less expenses)2013-06-30$864,759
Net plan assets at end of year (total assets less liabilities)2013-06-30$5,446,731
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$4,488,251
Total contributions received or receivable from employer(s)2013-06-30$561,035
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$500
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$564,990
Amount contributed by the employer to the plan for this plan year2013-06-30$564,990
2012 : NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2012 401k financial data
Total income from all sources2012-06-30$577,873
Expenses. Total of all expenses incurred2012-06-30$190,640
Benefits paid (including direct rollovers)2012-06-30$190,340
Total plan assets at end of year2012-06-30$4,488,251
Total plan assets at beginning of year2012-06-30$4,116,834
Value of fidelity bond covering the plan2012-06-30$2,000,000
Other income received2012-06-30$57,803
Net income (gross income less expenses)2012-06-30$387,233
Net plan assets at end of year (total assets less liabilities)2012-06-30$4,488,251
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$4,116,834
Total contributions received or receivable from employer(s)2012-06-30$520,070
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$300
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$522,316
Amount contributed by the employer to the plan for this plan year2012-06-30$522,316
2011 : NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2011 401k financial data
Transfers to/from the plan2011-06-30$158,626
Total income from all sources2011-06-30$913,997
Expenses. Total of all expenses incurred2011-06-30$109,924
Benefits paid (including direct rollovers)2011-06-30$108,977
Total plan assets at end of year2011-06-30$4,116,834
Total plan assets at beginning of year2011-06-30$3,154,135
Value of fidelity bond covering the plan2011-06-30$2,000,000
Other income received2011-06-30$436,579
Net income (gross income less expenses)2011-06-30$804,073
Net plan assets at end of year (total assets less liabilities)2011-06-30$4,116,834
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$3,154,135
Total contributions received or receivable from employer(s)2011-06-30$477,418
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$947
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$481,891
Amount contributed by the employer to the plan for this plan year2011-06-30$481,891
2010 : NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$466,161
Amount contributed by the employer to the plan for this plan year2010-06-30$466,161

Form 5500 Responses for NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE

2019: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: NORTH CAROLINA BIOTECHNOLOGY CENTER MONEY PURCHASE 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347166
Policy instance 1
Insurance contract or identification number347166
Number of Individuals Covered115
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347166
Policy instance 1
Insurance contract or identification number347166
Number of Individuals Covered117
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347166
Policy instance 1
Insurance contract or identification number347166
Number of Individuals Covered115
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347166
Policy instance 1
Insurance contract or identification number347166
Number of Individuals Covered108
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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?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 number347166
Policy instance 1
Insurance contract or identification number347166
Number of Individuals Covered103
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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?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 number347166
Policy instance 1
Insurance contract or identification number347166
Number of Individuals Covered107
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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?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 number347166
Policy instance 1
Insurance contract or identification number347166
Number of Individuals Covered108
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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?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 number347166
Policy instance 1
Insurance contract or identification number347166
Number of Individuals Covered101
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 number347166
Policy instance 1
Insurance contract or identification number347166
Number of Individuals Covered96
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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