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FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameFRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

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

FRENCH AMERICAN SCHOOL OF SILICON VALLEY has sponsored the creation of one or more 401k plans.

Company Name:FRENCH AMERICAN SCHOOL OF SILICON VALLEY
Employer identification number (EIN):770315997
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-08-01
0012018-08-01
0012017-08-01PIERRE-LUDOVIC PERROT
0012016-08-01PIERRE-LUDOVIC PERROT
0012015-09-01PIERRE-LUDOVIC PERROT
0012014-09-01PIERRE-LUDOVIC PERROT PIERRE-LUDOVIC PERROT2016-03-04
0012013-09-01BERNARD MOREAU BERNARD MOREAU2015-03-18
0012012-09-01BERNARD MOREAU BERNARD MOREAU2014-03-05
0012011-09-01BERNARD MOREAU BERNARD MOREAU2013-03-13
0012010-09-01BERNARD MOREAU BERNARD MOREAU2012-03-08
0012009-09-01BERNARD MOREAU BERNARD MOREAU2011-04-30
0012009-09-01BERNARD MOREAU BERNARD MOREAU2011-05-10

Plan Statistics for FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2019: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-0146
Total number of active participants reported on line 7a of the Form 55002019-08-0134
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-0115
Total of all active and inactive participants2019-08-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-010
Total participants2019-08-0149
Number of participants with account balances2019-08-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-010
2018: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-0143
Total number of active participants reported on line 7a of the Form 55002018-08-0131
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-0116
Total of all active and inactive participants2018-08-0147
Total participants2018-08-0147
Number of participants with account balances2018-08-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-010
2017: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-0140
Total number of active participants reported on line 7a of the Form 55002017-08-0129
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-0114
Total of all active and inactive participants2017-08-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-0143
Number of participants with account balances2017-08-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-010
2016: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-0138
Total number of active participants reported on line 7a of the Form 55002016-08-0133
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-017
Total of all active and inactive participants2016-08-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-0140
Number of participants with account balances2016-08-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-010
2015: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-0133
Total number of active participants reported on line 7a of the Form 55002015-09-0136
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-012
Total of all active and inactive participants2015-09-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-0138
Number of participants with account balances2015-09-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-0128
Total number of active participants reported on line 7a of the Form 55002014-09-0131
Number of other retired or separated participants entitled to future benefits2014-09-012
Total of all active and inactive participants2014-09-0133
Total participants2014-09-0133
Number of participants with account balances2014-09-0132
2013: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-0128
Total number of active participants reported on line 7a of the Form 55002013-09-0126
Number of other retired or separated participants entitled to future benefits2013-09-012
Total of all active and inactive participants2013-09-0128
Total participants2013-09-0128
Number of participants with account balances2013-09-0128
2012: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-0127
Total number of active participants reported on line 7a of the Form 55002012-09-0126
Number of other retired or separated participants entitled to future benefits2012-09-012
Total of all active and inactive participants2012-09-0128
Total participants2012-09-0128
Number of participants with account balances2012-09-0127
2011: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-0126
Total number of active participants reported on line 7a of the Form 55002011-09-0125
Number of other retired or separated participants entitled to future benefits2011-09-012
Total of all active and inactive participants2011-09-0127
Total participants2011-09-0127
Number of participants with account balances2011-09-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-0125
Total number of active participants reported on line 7a of the Form 55002010-09-0125
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-011
Total of all active and inactive participants2010-09-0126
Total participants2010-09-0126
Number of participants with account balances2010-09-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-0123
Total number of active participants reported on line 7a of the Form 55002009-09-0124
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-011
Total of all active and inactive participants2009-09-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-0125
Number of participants with account balances2009-09-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2020 : FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-07-31$0
Total plan liabilities at end of year2020-07-31$0
Total plan liabilities at beginning of year2020-07-31$0
Total income from all sources2020-07-31$437,104
Expenses. Total of all expenses incurred2020-07-31$70,968
Benefits paid (including direct rollovers)2020-07-31$70,968
Total plan assets at end of year2020-07-31$3,356,373
Total plan assets at beginning of year2020-07-31$2,990,237
Total contributions received or receivable from participants2020-07-31$131,541
Expenses. Other expenses not covered elsewhere2020-07-31$0
Contributions received from other sources (not participants or employers)2020-07-31$4,380
Other income received2020-07-31$233,094
Noncash contributions received2020-07-31$0
Net income (gross income less expenses)2020-07-31$366,136
Net plan assets at end of year (total assets less liabilities)2020-07-31$3,356,373
Net plan assets at beginning of year (total assets less liabilities)2020-07-31$2,990,237
Assets. Value of participant loans2020-07-31$4,380
Total contributions received or receivable from employer(s)2020-07-31$68,089
Value of certain deemed distributions of participant loans2020-07-31$0
Value of corrective distributions2020-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-07-31$0
2019 : FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-07-31$312,215
Expenses. Total of all expenses incurred2019-07-31$6,799
Benefits paid (including direct rollovers)2019-07-31$6,799
Total plan assets at end of year2019-07-31$2,990,238
Total plan assets at beginning of year2019-07-31$2,684,822
Total contributions received or receivable from participants2019-07-31$127,015
Contributions received from other sources (not participants or employers)2019-07-31$4,405
Other income received2019-07-31$115,228
Net income (gross income less expenses)2019-07-31$305,416
Net plan assets at end of year (total assets less liabilities)2019-07-31$2,990,238
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$2,684,822
Assets. Value of participant loans2019-07-31$4,405
Total contributions received or receivable from employer(s)2019-07-31$65,567
2018 : FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-07-31$393,226
Expenses. Total of all expenses incurred2018-07-31$23,550
Benefits paid (including direct rollovers)2018-07-31$23,550
Total plan assets at end of year2018-07-31$2,684,822
Total plan assets at beginning of year2018-07-31$2,315,146
Total contributions received or receivable from participants2018-07-31$120,688
Contributions received from other sources (not participants or employers)2018-07-31$15,328
Other income received2018-07-31$186,607
Net income (gross income less expenses)2018-07-31$369,676
Net plan assets at end of year (total assets less liabilities)2018-07-31$2,684,822
Net plan assets at beginning of year (total assets less liabilities)2018-07-31$2,315,146
Assets. Value of participant loans2018-07-31$0
Total contributions received or receivable from employer(s)2018-07-31$70,603
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
2017 : FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-07-31$394,225
Expenses. Total of all expenses incurred2017-07-31$302,757
Benefits paid (including direct rollovers)2017-07-31$302,757
Total plan assets at end of year2017-07-31$2,315,146
Total plan assets at beginning of year2017-07-31$2,223,678
Total contributions received or receivable from participants2017-07-31$134,847
Other income received2017-07-31$179,078
Net income (gross income less expenses)2017-07-31$91,468
Net plan assets at end of year (total assets less liabilities)2017-07-31$2,315,146
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$2,223,678
Assets. Value of participant loans2017-07-31$4,629
Total contributions received or receivable from employer(s)2017-07-31$80,300
2016 : FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-07-31$286,109
Expenses. Total of all expenses incurred2016-07-31$7,004
Benefits paid (including direct rollovers)2016-07-31$7,004
Total plan assets at end of year2016-07-31$2,223,678
Total plan assets at beginning of year2016-07-31$1,944,573
Total contributions received or receivable from participants2016-07-31$121,750
Other income received2016-07-31$100,964
Net income (gross income less expenses)2016-07-31$279,105
Net plan assets at end of year (total assets less liabilities)2016-07-31$2,223,678
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$1,944,573
Total contributions received or receivable from employer(s)2016-07-31$63,395
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
2015 : FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-08-31$0
Total income from all sources2015-08-31$194,702
Total plan assets at end of year2015-08-31$1,944,573
Total plan assets at beginning of year2015-08-31$1,749,871
Total contributions received or receivable from participants2015-08-31$118,226
Other income received2015-08-31$17,271
Net income (gross income less expenses)2015-08-31$194,702
Net plan assets at end of year (total assets less liabilities)2015-08-31$1,944,573
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$1,749,871
Total contributions received or receivable from employer(s)2015-08-31$59,205
2014 : FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-08-31$0
Total income from all sources2014-08-31$332,187
Expenses. Total of all expenses incurred2014-08-31$148,789
Benefits paid (including direct rollovers)2014-08-31$148,789
Total plan assets at end of year2014-08-31$1,749,871
Total plan assets at beginning of year2014-08-31$1,566,473
Total contributions received or receivable from participants2014-08-31$94,994
Other income received2014-08-31$186,932
Net income (gross income less expenses)2014-08-31$183,398
Net plan assets at end of year (total assets less liabilities)2014-08-31$1,749,871
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$1,566,473
Total contributions received or receivable from employer(s)2014-08-31$50,261
2013 : FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-08-31$0
Total income from all sources2013-08-31$278,651
Expenses. Total of all expenses incurred2013-08-31$5,722
Benefits paid (including direct rollovers)2013-08-31$5,722
Total plan assets at end of year2013-08-31$1,566,473
Total plan assets at beginning of year2013-08-31$1,293,544
Total contributions received or receivable from participants2013-08-31$103,170
Other income received2013-08-31$120,803
Net income (gross income less expenses)2013-08-31$272,929
Net plan assets at end of year (total assets less liabilities)2013-08-31$1,566,473
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$1,293,544
Total contributions received or receivable from employer(s)2013-08-31$54,678
2012 : FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-08-31$0
Total income from all sources2012-08-31$236,778
Expenses. Total of all expenses incurred2012-08-31$14,330
Benefits paid (including direct rollovers)2012-08-31$14,330
Total plan assets at end of year2012-08-31$1,293,544
Total plan assets at beginning of year2012-08-31$1,071,096
Total contributions received or receivable from participants2012-08-31$99,191
Other income received2012-08-31$87,245
Net income (gross income less expenses)2012-08-31$222,448
Net plan assets at end of year (total assets less liabilities)2012-08-31$1,293,544
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$1,071,096
Total contributions received or receivable from employer(s)2012-08-31$50,342
2011 : FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-08-31$0
Total income from all sources2011-08-31$232,722
Total plan assets at end of year2011-08-31$1,071,096
Total plan assets at beginning of year2011-08-31$838,374
Total contributions received or receivable from participants2011-08-31$102,867
Other income received2011-08-31$77,528
Net income (gross income less expenses)2011-08-31$232,722
Net plan assets at end of year (total assets less liabilities)2011-08-31$1,071,096
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$838,374
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-08-31$17,002
Total contributions received or receivable from employer(s)2011-08-31$52,327

Form 5500 Responses for FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN

2019: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement - TrustYes
2018: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01First time form 5500 has been submittedYes
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement – InsuranceYes
2018-08-01Plan benefit arrangement - TrustYes
2017: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement - TrustYes
2016: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement - TrustYes
2015: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: FRENCH AMERICAN SCHOOL OF SILICON VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01This submission is the final filingNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number359086
Policy instance 1
Insurance contract or identification number359086
Number of Individuals Covered47
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number359086
Policy instance 1
Insurance contract or identification number359086
Number of Individuals Covered44
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number359086
Policy instance 1
Insurance contract or identification number359086
Number of Individuals Covered41
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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