TENNESSEE EDUCATION ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $1,118,313 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $507,564 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $486,467 |
| Total plan assets at end of year | 2023-06-30 | $7,011,643 |
| Total plan assets at beginning of year | 2023-06-30 | $6,400,894 |
| Value of fidelity bond covering the plan | 2023-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $33,176 |
| Other income received | 2023-06-30 | $583,437 |
| Net income (gross income less expenses) | 2023-06-30 | $610,749 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $7,011,643 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $6,400,894 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $501,700 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $21,097 |
| 2022 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $-708,252 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $459,933 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $437,114 |
| Total plan assets at end of year | 2022-06-30 | $6,400,894 |
| Total plan assets at beginning of year | 2022-06-30 | $7,569,079 |
| Value of fidelity bond covering the plan | 2022-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $44,186 |
| Other income received | 2022-06-30 | $-768,824 |
| Net income (gross income less expenses) | 2022-06-30 | $-1,168,185 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $6,400,894 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $7,569,079 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $16,386 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $22,819 |
| 2021 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $1,423,092 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $510,628 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $488,807 |
| Total plan assets at end of year | 2021-06-30 | $7,569,079 |
| Total plan assets at beginning of year | 2021-06-30 | $6,656,615 |
| Value of fidelity bond covering the plan | 2021-06-30 | $600,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $38,980 |
| Other income received | 2021-06-30 | $1,284,112 |
| Net income (gross income less expenses) | 2021-06-30 | $912,464 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $7,569,079 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $6,656,615 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $100,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $21,821 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| 2020 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $-126,254 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $624,544 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $602,502 |
| Total plan assets at end of year | 2020-06-30 | $6,656,615 |
| Total plan assets at beginning of year | 2020-06-30 | $7,407,413 |
| Value of fidelity bond covering the plan | 2020-06-30 | $600,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $40,372 |
| Other income received | 2020-06-30 | $-166,626 |
| Net income (gross income less expenses) | 2020-06-30 | $-750,798 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $6,656,615 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $7,407,413 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $22,042 |
| 2019 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $372,358 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $519,519 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $496,971 |
| Total plan assets at end of year | 2019-06-30 | $7,407,413 |
| Total plan assets at beginning of year | 2019-06-30 | $7,554,574 |
| Value of fidelity bond covering the plan | 2019-06-30 | $600,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $38,889 |
| Other income received | 2019-06-30 | $333,469 |
| Net income (gross income less expenses) | 2019-06-30 | $-147,161 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $7,407,413 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $7,554,574 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $22,548 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $452,561 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $548,319 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $500,254 |
| Total plan assets at end of year | 2017-06-30 | $7,711,255 |
| Total plan assets at beginning of year | 2017-06-30 | $7,807,013 |
| Value of fidelity bond covering the plan | 2017-06-30 | $600,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $39,705 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $47,960 |
| Other income received | 2017-06-30 | $412,856 |
| Net income (gross income less expenses) | 2017-06-30 | $-95,758 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $7,711,255 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $7,807,013 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $105 |
| 2016 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $443,147 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $532,174 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $481,586 |
| Total plan assets at end of year | 2016-06-30 | $7,807,013 |
| Total plan assets at beginning of year | 2016-06-30 | $7,896,040 |
| Value of fidelity bond covering the plan | 2016-06-30 | $600,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $28,593 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $50,168 |
| Other income received | 2016-06-30 | $414,554 |
| Net income (gross income less expenses) | 2016-06-30 | $-89,027 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $7,807,013 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $7,896,040 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $420 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $185,508 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $524,950 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $483,157 |
| Total plan assets at end of year | 2015-06-30 | $7,896,040 |
| Total plan assets at beginning of year | 2015-06-30 | $8,235,482 |
| Value of fidelity bond covering the plan | 2015-06-30 | $600,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $30,774 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $41,373 |
| Other income received | 2015-06-30 | $154,734 |
| Net income (gross income less expenses) | 2015-06-30 | $-339,442 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $7,896,040 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $8,235,482 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $420 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $1,475,985 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $822,554 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $805,102 |
| Total plan assets at end of year | 2014-06-30 | $8,235,482 |
| Total plan assets at beginning of year | 2014-06-30 | $7,582,051 |
| Value of fidelity bond covering the plan | 2014-06-30 | $600,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $44,543 |
| Other income received | 2014-06-30 | $1,211,442 |
| Net income (gross income less expenses) | 2014-06-30 | $653,431 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $8,235,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $7,582,051 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $220,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $17,452 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $1,097,326 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $354,154 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $351,097 |
| Total plan assets at end of year | 2013-06-30 | $7,582,051 |
| Total plan assets at beginning of year | 2013-06-30 | $6,838,879 |
| Value of fidelity bond covering the plan | 2013-06-30 | $600,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $48,819 |
| Other income received | 2013-06-30 | $828,507 |
| Net income (gross income less expenses) | 2013-06-30 | $743,172 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $7,582,051 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $6,838,879 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $220,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $3,057 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $1,092,758 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $427,470 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $417,418 |
| Total plan assets at end of year | 2012-06-30 | $6,838,879 |
| Total plan assets at beginning of year | 2012-06-30 | $6,173,591 |
| Value of fidelity bond covering the plan | 2012-06-30 | $600,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $58,948 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $10,052 |
| Other income received | 2012-06-30 | $213,810 |
| Net income (gross income less expenses) | 2012-06-30 | $665,288 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $6,838,879 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $6,173,591 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $820,000 |
| 2011 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $1,269,403 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $313,409 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $304,286 |
| Total plan assets at end of year | 2011-06-30 | $6,173,591 |
| Total plan assets at beginning of year | 2011-06-30 | $5,217,597 |
| Value of fidelity bond covering the plan | 2011-06-30 | $600,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $60,272 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $9,123 |
| Other income received | 2011-06-30 | $989,131 |
| Net income (gross income less expenses) | 2011-06-30 | $955,994 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $6,173,591 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $5,217,597 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $220,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| 2010 : THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2022: THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE TENNESSEE EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
