THE WOODLANDS CHRISTIAN ACADEMY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE WOODLANDS CHRISTIAN ACADEMY DC PLAN
Measure | Date | Value |
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2021: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 153 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 58 |
Total of all active and inactive participants | 2021-07-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 224 |
Number of participants with account balances | 2021-07-01 | 160 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 7 |
2020: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 204 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 151 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 53 |
Total of all active and inactive participants | 2020-07-01 | 217 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 217 |
Number of participants with account balances | 2020-07-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
2019: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 216 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 155 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 42 |
Total of all active and inactive participants | 2019-07-01 | 209 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 209 |
Number of participants with account balances | 2019-07-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 2 |
2018: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 232 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 116 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 61 |
Total of all active and inactive participants | 2018-07-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 187 |
Number of participants with account balances | 2018-07-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 2 |
2008: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2008 401k membership |
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Total participants, beginning-of-year | 2008-08-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-08-01 | 0 |
Number of retired or separated participants receiving benefits | 2008-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-08-01 | 0 |
Total of all active and inactive participants | 2008-08-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-08-01 | 0 |
Total participants | 2008-08-01 | 0 |
Number of participants with account balances | 2008-08-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-08-01 | 0 |
2007: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2007 401k membership |
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Total participants, beginning-of-year | 2007-08-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-08-01 | 0 |
Number of retired or separated participants receiving benefits | 2007-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-08-01 | 0 |
Total of all active and inactive participants | 2007-08-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-08-01 | 0 |
Total participants | 2007-08-01 | 0 |
Number of participants with account balances | 2007-08-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-08-01 | 0 |
2005: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2005 401k membership |
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Total participants, beginning-of-year | 2005-08-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2005-08-01 | 0 |
Number of retired or separated participants receiving benefits | 2005-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2005-08-01 | 0 |
Total of all active and inactive participants | 2005-08-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2005-08-01 | 0 |
Total participants | 2005-08-01 | 0 |
Number of participants with account balances | 2005-08-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2005-08-01 | 0 |
2004: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2004 401k membership |
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Total participants, beginning-of-year | 2004-08-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2004-08-01 | 0 |
Number of retired or separated participants receiving benefits | 2004-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2004-08-01 | 0 |
Total of all active and inactive participants | 2004-08-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2004-08-01 | 0 |
Total participants | 2004-08-01 | 0 |
Number of participants with account balances | 2004-08-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2004-08-01 | 0 |
2003: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2003 401k membership |
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Total participants, beginning-of-year | 2003-08-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2003-08-01 | 0 |
Number of retired or separated participants receiving benefits | 2003-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2003-08-01 | 0 |
Total of all active and inactive participants | 2003-08-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2003-08-01 | 0 |
Total participants | 2003-08-01 | 0 |
Number of participants with account balances | 2003-08-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2003-08-01 | 0 |
2002: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2002 401k membership |
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Total participants, beginning-of-year | 2002-08-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2002-08-01 | 0 |
Number of retired or separated participants receiving benefits | 2002-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2002-08-01 | 0 |
Total of all active and inactive participants | 2002-08-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2002-08-01 | 0 |
Total participants | 2002-08-01 | 0 |
Number of participants with account balances | 2002-08-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2002-08-01 | 0 |
1999: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 1999 401k membership |
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Total participants, beginning-of-year | 1999-08-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 1999-08-01 | 0 |
Number of retired or separated participants receiving benefits | 1999-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 1999-08-01 | 0 |
Total of all active and inactive participants | 1999-08-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 1999-08-01 | 0 |
Total participants | 1999-08-01 | 0 |
Number of participants with account balances | 1999-08-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 1999-08-01 | 0 |
1998: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 1998 401k membership |
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Total participants, beginning-of-year | 1998-08-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 1998-08-01 | 0 |
Number of retired or separated participants receiving benefits | 1998-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 1998-08-01 | 0 |
Total of all active and inactive participants | 1998-08-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 1998-08-01 | 0 |
Total participants | 1998-08-01 | 0 |
Number of participants with account balances | 1998-08-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 1998-08-01 | 0 |
Measure | Date | Value |
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2022 : THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total income from all sources (including contributions) | 2022-06-30 | $173,673 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $397,857 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $366,334 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $868,841 |
Value of total assets at end of year | 2022-06-30 | $4,288,469 |
Value of total assets at beginning of year | 2022-06-30 | $4,512,653 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $31,523 |
Total interest from all sources | 2022-06-30 | $7,862 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $300,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $511,999 |
Participant contributions at end of year | 2022-06-30 | $5 |
Participant contributions at beginning of year | 2022-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $50,181 |
Other income not declared elsewhere | 2022-06-30 | $-706,610 |
Total non interest bearing cash at end of year | 2022-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2022-06-30 | $5,874 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-224,184 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $4,288,469 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $4,512,653 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $3,435,332 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $4,143,402 |
Value of interest in pooled separate accounts at end of year | 2022-06-30 | $23,377 |
Value of interest in pooled separate accounts at beginning of year | 2022-06-30 | $16,121 |
Interest earned on other investments | 2022-06-30 | $7,862 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $6,938 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $822,817 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $347,256 |
Net investment gain/loss from pooled separate accounts | 2022-06-30 | $3,580 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $306,661 |
Employer contributions (assets) at end of year | 2022-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $366,334 |
Contract administrator fees | 2022-06-30 | $31,523 |
Did the plan have assets held for investment | 2022-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | CROWE LLP |
Accountancy firm EIN | 2022-06-30 | 350921680 |
2021 : THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total income from all sources (including contributions) | 2021-06-30 | $1,518,601 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $64,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $32,595 |
Value of total corrective distributions | 2021-06-30 | $6,725 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $576,746 |
Value of total assets at end of year | 2021-06-30 | $4,512,653 |
Value of total assets at beginning of year | 2021-06-30 | $3,058,963 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $25,591 |
Total interest from all sources | 2021-06-30 | $9,796 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $300,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $382,948 |
Participant contributions at end of year | 2021-06-30 | $0 |
Participant contributions at beginning of year | 2021-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $2,926 |
Total non interest bearing cash at end of year | 2021-06-30 | $5,874 |
Total non interest bearing cash at beginning of year | 2021-06-30 | $1,820 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $1,453,690 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $4,512,653 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $3,058,963 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $4,143,402 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $2,815,493 |
Value of interest in pooled separate accounts at end of year | 2021-06-30 | $16,121 |
Value of interest in pooled separate accounts at beginning of year | 2021-06-30 | $15,418 |
Interest earned on other investments | 2021-06-30 | $9,796 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $347,256 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $226,232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $931,044 |
Net investment gain/loss from pooled separate accounts | 2021-06-30 | $1,015 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $190,872 |
Employer contributions (assets) at end of year | 2021-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $32,595 |
Contract administrator fees | 2021-06-30 | $25,591 |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | CROWE LLP |
Accountancy firm EIN | 2021-06-30 | 350921680 |
2020 : THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $551,764 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $409,830 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $392,622 |
Value of total corrective distributions | 2020-06-30 | $2,926 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $447,385 |
Value of total assets at end of year | 2020-06-30 | $3,058,963 |
Value of total assets at beginning of year | 2020-06-30 | $2,917,029 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $14,282 |
Total interest from all sources | 2020-06-30 | $8,717 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $200,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $283,339 |
Participant contributions at end of year | 2020-06-30 | $0 |
Participant contributions at beginning of year | 2020-06-30 | $23,375 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-06-30 | $0 |
Administrative expenses (other) incurred | 2020-06-30 | $14,282 |
Total non interest bearing cash at end of year | 2020-06-30 | $1,820 |
Total non interest bearing cash at beginning of year | 2020-06-30 | $1,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $141,934 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $3,058,963 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $2,917,029 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $2,815,493 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $2,631,390 |
Value of interest in pooled separate accounts at end of year | 2020-06-30 | $15,418 |
Value of interest in pooled separate accounts at beginning of year | 2020-06-30 | $15,505 |
Interest earned on other investments | 2020-06-30 | $8,717 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $226,232 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $231,673 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $95,508 |
Net investment gain/loss from pooled separate accounts | 2020-06-30 | $154 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $164,046 |
Employer contributions (assets) at end of year | 2020-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $13,286 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $392,622 |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | BRIGGS & VESELKA CO. |
Accountancy firm EIN | 2020-06-30 | 741769118 |
2019 : THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $605,822 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $50,624 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $40,217 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $486,223 |
Value of total assets at end of year | 2019-06-30 | $2,917,029 |
Value of total assets at beginning of year | 2019-06-30 | $2,361,831 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $10,407 |
Total interest from all sources | 2019-06-30 | $9,523 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $200,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $261,521 |
Participant contributions at end of year | 2019-06-30 | $23,375 |
Participant contributions at beginning of year | 2019-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $81,290 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-06-30 | $0 |
Administrative expenses (other) incurred | 2019-06-30 | $10,407 |
Total non interest bearing cash at end of year | 2019-06-30 | $1,800 |
Total non interest bearing cash at beginning of year | 2019-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $555,198 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $2,917,029 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $2,361,831 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $2,631,390 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $2,079,267 |
Value of interest in pooled separate accounts at end of year | 2019-06-30 | $15,505 |
Value of interest in pooled separate accounts at beginning of year | 2019-06-30 | $34,206 |
Interest earned on other investments | 2019-06-30 | $9,523 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $231,673 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $248,358 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $108,789 |
Net investment gain/loss from pooled separate accounts | 2019-06-30 | $1,287 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $143,412 |
Employer contributions (assets) at end of year | 2019-06-30 | $13,286 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $40,217 |
Did the plan have assets held for investment | 2019-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | BRIGGS & VESELKA CO. |
Accountancy firm EIN | 2019-06-30 | 741769118 |
2021: THE WOODLANDS CHRISTIAN ACADEMY DC 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 – Insurance | Yes |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement – Insurance | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2020 form 5500 responses |
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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 – Insurance | Yes |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement – Insurance | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: THE WOODLANDS CHRISTIAN ACADEMY DC 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 – Insurance | Yes |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement – Insurance | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: THE WOODLANDS CHRISTIAN ACADEMY DC 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 – Insurance | Yes |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement – Insurance | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2008: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2008 form 5500 responses |
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2008-08-01 | Type of plan entity | Single employer plan |
2008-08-01 | Submission has been amended | No |
2008-08-01 | This submission is the final filing | No |
2008-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-08-01 | Plan is a collectively bargained plan | No |
2007: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2007 form 5500 responses |
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2007-08-01 | Type of plan entity | Single employer plan |
2007-08-01 | Submission has been amended | No |
2007-08-01 | This submission is the final filing | No |
2007-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-08-01 | Plan is a collectively bargained plan | No |
2005: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2005 form 5500 responses |
---|
2005-08-01 | Type of plan entity | Single employer plan |
2005-08-01 | Submission has been amended | No |
2005-08-01 | This submission is the final filing | No |
2005-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-08-01 | Plan is a collectively bargained plan | No |
2004: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2004 form 5500 responses |
---|
2004-08-01 | Type of plan entity | Single employer plan |
2004-08-01 | Submission has been amended | No |
2004-08-01 | This submission is the final filing | No |
2004-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2004-08-01 | Plan is a collectively bargained plan | No |
2003: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2003 form 5500 responses |
---|
2003-08-01 | Type of plan entity | Single employer plan |
2003-08-01 | Submission has been amended | No |
2003-08-01 | This submission is the final filing | No |
2003-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2003-08-01 | Plan is a collectively bargained plan | No |
2002: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 2002 form 5500 responses |
---|
2002-08-01 | Type of plan entity | Single employer plan |
2002-08-01 | Submission has been amended | No |
2002-08-01 | This submission is the final filing | No |
2002-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2002-08-01 | Plan is a collectively bargained plan | No |
1999: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 1999 form 5500 responses |
---|
1999-08-01 | Type of plan entity | Single employer plan |
1999-08-01 | Submission has been amended | No |
1999-08-01 | This submission is the final filing | No |
1999-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1999-08-01 | Plan is a collectively bargained plan | No |
1998: THE WOODLANDS CHRISTIAN ACADEMY DC PLAN 1998 form 5500 responses |
---|
1998-08-01 | Type of plan entity | Single employer plan |
1998-08-01 | Submission has been amended | No |
1998-08-01 | This submission is the final filing | No |
1998-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1998-08-01 | Plan is a collectively bargained plan | No |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62555 - 1 |
Policy instance | 3 |
Insurance contract or identification number | MR 62555 - 1 | Number of Individuals Covered | 256 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $1,315 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $1,315 | Insurance broker organization code? | 4 |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 386834 |
Policy instance | 2 |
Insurance contract or identification number | 386834 | Number of Individuals Covered | 63 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 386833 |
Policy instance | 1 |
Insurance contract or identification number | 386833 | Number of Individuals Covered | 20 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62555 - 1 |
Policy instance | 3 |
Insurance contract or identification number | MR 62555 - 1 | Number of Individuals Covered | 148 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $647 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $647 | Insurance broker organization code? | 4 |
|
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 386834 |
Policy instance | 2 |
Insurance contract or identification number | 386834 | Number of Individuals Covered | 64 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 number | 386833 |
Policy instance | 1 |
Insurance contract or identification number | 386833 | Number of Individuals Covered | 20 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62555 - 1 |
Policy instance | 3 |
Insurance contract or identification number | MR 62555 - 1 | Number of Individuals Covered | 142 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $957 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $957 | Insurance broker organization code? | 4 |
|
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 386834 |
Policy instance | 2 |
Insurance contract or identification number | 386834 | Number of Individuals Covered | 67 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 number | 386833 |
Policy instance | 1 |
Insurance contract or identification number | 386833 | Number of Individuals Covered | 20 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 62555 - 1 |
Policy instance | 3 |
Insurance contract or identification number | MR 62555 - 1 | Number of Individuals Covered | 128 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Total amount of commissions paid to insurance broker | USD $1,011 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $610 | Insurance broker organization code? | 4 |
|
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 386834 |
Policy instance | 2 |
Insurance contract or identification number | 386834 | Number of Individuals Covered | 71 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 number | 386833 |
Policy instance | 1 |
Insurance contract or identification number | 386833 | Number of Individuals Covered | 22 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|