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TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 401k Plan overview

Plan NameTAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION
Plan identification number 001

TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DENVER ZOOLOGICAL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:DENVER ZOOLOGICAL FOUNDATION
Employer identification number (EIN):840502539
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about DENVER ZOOLOGICAL FOUNDATION

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1950-11-08
Company Identification Number: 19871119020
Legal Registered Office Address: 2300 N Steele St

Denver
United States of America (USA)
80205

More information about DENVER ZOOLOGICAL FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01CHARLIE WRIGHT2019-07-31
0012017-01-01
0012016-01-01CHARLIE WRIGHT
0012015-01-01CHARLIE WRIGHT
0012014-01-01CHARLIE WRIGHT
0012013-01-01JANIS DIAMOND
0012012-01-01KYLE BURKS
0012011-01-01KYLE BURKS
0012009-01-01RACHELLE REESE

Plan Statistics for TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION

401k plan membership statisitcs for TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION

Measure Date Value
2022: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2022 401k membership
Total participants, beginning-of-year2022-01-01985
Total number of active participants reported on line 7a of the Form 55002022-01-01554
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01547
Total of all active and inactive participants2022-01-011,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,107
Number of participants with account balances2022-01-011,049
2021: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2021 401k membership
Total participants, beginning-of-year2021-01-01811
Total number of active participants reported on line 7a of the Form 55002021-01-01588
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01397
Total of all active and inactive participants2021-01-01985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01985
Number of participants with account balances2021-01-01908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2020 401k membership
Total participants, beginning-of-year2020-01-01837
Total number of active participants reported on line 7a of the Form 55002020-01-01519
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01292
Total of all active and inactive participants2020-01-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01811
Number of participants with account balances2020-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2019 401k membership
Total participants, beginning-of-year2019-01-01651
Total number of active participants reported on line 7a of the Form 55002019-01-01514
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01150
Total of all active and inactive participants2019-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01664
Number of participants with account balances2019-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2018 401k membership
Total participants, beginning-of-year2018-01-01584
Total number of active participants reported on line 7a of the Form 55002018-01-01477
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01123
Total of all active and inactive participants2018-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01600
Number of participants with account balances2018-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2017 401k membership
Total participants, beginning-of-year2017-01-01455
Total number of active participants reported on line 7a of the Form 55002017-01-01476
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01106
Total of all active and inactive participants2017-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01583
Number of participants with account balances2017-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2016 401k membership
Total participants, beginning-of-year2016-01-01600
Total number of active participants reported on line 7a of the Form 55002016-01-01346
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01107
Total of all active and inactive participants2016-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01453
Number of participants with account balances2016-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2015 401k membership
Total participants, beginning-of-year2015-01-01580
Total number of active participants reported on line 7a of the Form 55002015-01-01525
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0175
Total of all active and inactive participants2015-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01600
Number of participants with account balances2015-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2014 401k membership
Total participants, beginning-of-year2014-01-01451
Total number of active participants reported on line 7a of the Form 55002014-01-01533
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01580
Number of participants with account balances2014-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2013 401k membership
Total participants, beginning-of-year2013-01-01463
Total number of active participants reported on line 7a of the Form 55002013-01-01411
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01450
Number of participants with account balances2013-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2012 401k membership
Total participants, beginning-of-year2012-01-01351
Total number of active participants reported on line 7a of the Form 55002012-01-01436
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01463
Number of participants with account balances2012-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2011 401k membership
Total participants, beginning-of-year2011-01-01348
Total number of active participants reported on line 7a of the Form 55002011-01-01324
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01345
Number of participants with account balances2011-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2009 401k membership
Total participants, beginning-of-year2009-01-01271
Total number of active participants reported on line 7a of the Form 55002009-01-01271
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01282
Number of participants with account balances2009-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION

Measure Date Value
2022 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,918,356
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,185,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,107,875
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,977,415
Value of total assets at end of year2022-12-31$21,736,852
Value of total assets at beginning of year2022-12-31$26,840,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$77,198
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$11,996
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$951,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$951,126
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,063,189
Participant contributions at end of year2022-12-31$125,712
Participant contributions at beginning of year2022-12-31$77,741
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$85,254
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$1,551
Total non interest bearing cash at beginning of year2022-12-31$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-5,103,429
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,736,852
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,840,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$48,828
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,823,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,552,125
Value of interest in pooled separate accounts at end of year2022-12-31$215,407
Value of interest in pooled separate accounts at beginning of year2022-12-31$237,315
Interest on participant loans2022-12-31$4,537
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$7,459
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$142,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$551,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$551,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$428,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$421,239
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,878,996
Net investment gain/loss from pooled separate accounts2022-12-31$20,103
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$828,972
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,107,875
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$28,370
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KUNDINGER, CORDER & MONTOYA, P.C.
Accountancy firm EIN2022-12-31841255164
2021 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,791,480
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,907,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,829,906
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,733,772
Value of total assets at end of year2021-12-31$26,840,281
Value of total assets at beginning of year2021-12-31$23,956,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,457
Total interest from all sources2021-12-31$9,933
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,149,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,149,419
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$945,007
Participant contributions at end of year2021-12-31$77,741
Participant contributions at beginning of year2021-12-31$80,501
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,868
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$16
Total non interest bearing cash at beginning of year2021-12-31$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,884,117
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,840,281
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,956,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$62,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,552,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,617,916
Value of interest in pooled separate accounts at end of year2021-12-31$237,315
Value of interest in pooled separate accounts at beginning of year2021-12-31$250,031
Interest on participant loans2021-12-31$4,267
Interest earned on other investments2021-12-31$5,666
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$551,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$547,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$547,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$421,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$460,472
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$20,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,860,742
Net investment gain/loss from pooled separate accounts2021-12-31$37,614
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$776,897
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,809,086
Contract administrator fees2021-12-31$14,719
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KUNDINGER, CORDER & MONTOYA, P.C.
Accountancy firm EIN2021-12-31841255164
2020 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$170,192
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,500,918
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,322,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,261,276
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,873,007
Value of total assets at end of year2020-12-31$23,956,164
Value of total assets at beginning of year2020-12-31$20,607,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,427
Total interest from all sources2020-12-31$22,366
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$667,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$667,443
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$941,984
Participant contributions at end of year2020-12-31$80,501
Participant contributions at beginning of year2020-12-31$96,069
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$109,391
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$16
Total non interest bearing cash at beginning of year2020-12-31$1,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,178,215
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,956,164
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,607,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$48,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,827,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,451,125
Value of interest in pooled separate accounts at end of year2020-12-31$250,031
Value of interest in pooled separate accounts at beginning of year2020-12-31$254,322
Interest on participant loans2020-12-31$4,445
Interest earned on other investments2020-12-31$17,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$337,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$346,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$346,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$460,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$457,772
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,940,197
Net investment gain/loss from pooled separate accounts2020-12-31$-2,095
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$821,632
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,261,276
Contract administrator fees2020-12-31$12,613
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KUNDINGER, CORDER & ENGLE, PC
Accountancy firm EIN2020-12-31841255164
2019 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,112,510
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,898,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,828,688
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,403,942
Value of total assets at end of year2019-12-31$20,607,758
Value of total assets at beginning of year2019-12-31$16,394,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$70,138
Total interest from all sources2019-12-31$31,026
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$724,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$724,200
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,060,911
Participant contributions at end of year2019-12-31$96,069
Participant contributions at beginning of year2019-12-31$90,619
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$469,039
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$-137,062
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$1,569
Total non interest bearing cash at beginning of year2019-12-31$9,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,213,684
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,607,758
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,394,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,451,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,091,122
Value of interest in pooled separate accounts at end of year2019-12-31$254,322
Value of interest in pooled separate accounts at beginning of year2019-12-31$343,909
Interest on participant loans2019-12-31$4,144
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$346,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$361,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$361,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$26,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$457,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$496,520
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$27,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,073,043
Net investment gain/loss from pooled separate accounts2019-12-31$17,361
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$873,992
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,801,090
Contract administrator fees2019-12-31$66,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
2018 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$956,586
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$938,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$882,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,823,844
Value of total assets at end of year2018-12-31$16,394,074
Value of total assets at beginning of year2018-12-31$16,376,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,970
Total interest from all sources2018-12-31$29,683
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$936,564
Participant contributions at end of year2018-12-31$90,619
Participant contributions at beginning of year2018-12-31$57,761
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$87,208
Total non interest bearing cash at end of year2018-12-31$9,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$17,691
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,394,074
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,376,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,091,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,253,061
Value of interest in pooled separate accounts at end of year2018-12-31$343,909
Value of interest in pooled separate accounts at beginning of year2018-12-31$346,913
Interest on participant loans2018-12-31$2,790
Interest earned on other investments2018-12-31$20,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$361,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$227,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$227,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$496,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$491,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-913,342
Net investment gain/loss from pooled separate accounts2018-12-31$16,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$800,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$882,925
Contract administrator fees2018-12-31$55,970
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EIDE BAILLEY LLP
Accountancy firm EIN2018-12-31450250958
2017 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,095,844
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$696,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$657,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,606,802
Value of total assets at end of year2017-12-31$16,376,383
Value of total assets at beginning of year2017-12-31$12,977,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,979
Total interest from all sources2017-12-31$22,355
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$842,819
Participant contributions at end of year2017-12-31$57,761
Participant contributions at beginning of year2017-12-31$31,859
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$48,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,398,962
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,376,383
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,977,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,253,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,883,505
Value of interest in pooled separate accounts at end of year2017-12-31$346,913
Value of interest in pooled separate accounts at beginning of year2017-12-31$318,741
Interest on participant loans2017-12-31$1,155
Interest earned on other investments2017-12-31$19,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$227,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$261,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$261,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$491,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$481,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,452,224
Net investment gain/loss from pooled separate accounts2017-12-31$14,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$715,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$657,903
Contract administrator fees2017-12-31$38,979
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EIDE BAILLEY LLP
Accountancy firm EIN2017-12-31450250958
2016 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,242,309
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,190,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,157,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,398,117
Value of total assets at end of year2016-12-31$12,977,421
Value of total assets at beginning of year2016-12-31$11,926,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,144
Total interest from all sources2016-12-31$23,696
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$752,407
Participant contributions at end of year2016-12-31$31,859
Participant contributions at beginning of year2016-12-31$68,686
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,051,362
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,977,421
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,926,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,883,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,787,297
Value of interest in pooled separate accounts at end of year2016-12-31$318,741
Value of interest in pooled separate accounts at beginning of year2016-12-31$345,862
Interest on participant loans2016-12-31$1,710
Interest earned on other investments2016-12-31$21,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$261,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$230,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$230,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$481,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$494,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$803,866
Net investment gain/loss from pooled separate accounts2016-12-31$16,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$624,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,157,803
Contract administrator fees2016-12-31$33,144
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KUNDINGER, CORDER & ENGLE PC
Accountancy firm EIN2016-12-31841255164
2015 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,333,692
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$774,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$732,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,277,125
Value of total assets at end of year2015-12-31$11,926,059
Value of total assets at beginning of year2015-12-31$11,367,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$42,423
Total interest from all sources2015-12-31$22,434
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$648,391
Participant contributions at end of year2015-12-31$68,686
Participant contributions at beginning of year2015-12-31$55,455
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$67,727
Total non interest bearing cash at beginning of year2015-12-31$173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$559,057
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,926,059
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,367,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,787,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,288,467
Value of interest in pooled separate accounts at end of year2015-12-31$345,862
Value of interest in pooled separate accounts at beginning of year2015-12-31$325,833
Interest on participant loans2015-12-31$2,250
Interest earned on other investments2015-12-31$20,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$230,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$193,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$193,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$494,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$503,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$7,740
Net investment gain/loss from pooled separate accounts2015-12-31$26,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$561,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$732,212
Contract administrator fees2015-12-31$42,423
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KUNDINGER, CORDER & ENGLE PC
Accountancy firm EIN2015-12-31841255164
2014 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,962,622
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$628,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$592,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,215,909
Value of total assets at end of year2014-12-31$11,367,002
Value of total assets at beginning of year2014-12-31$10,032,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$36,084
Total interest from all sources2014-12-31$23,581
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$546,989
Participant contributions at end of year2014-12-31$55,455
Participant contributions at beginning of year2014-12-31$63,150
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$127,539
Total non interest bearing cash at end of year2014-12-31$173
Total non interest bearing cash at beginning of year2014-12-31$4,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,334,019
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,367,002
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,032,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,288,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,998,494
Value of interest in pooled separate accounts at end of year2014-12-31$325,833
Value of interest in pooled separate accounts at beginning of year2014-12-31$295,972
Interest on participant loans2014-12-31$1,941
Interest earned on other investments2014-12-31$21,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$193,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$151,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$151,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$503,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$519,295
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$10,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$687,327
Net investment gain/loss from pooled separate accounts2014-12-31$35,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$541,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$582,294
Contract administrator fees2014-12-31$36,084
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KUNDINGER, CORDER & ENGLE
Accountancy firm EIN2014-12-31841255164
2013 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,608,696
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$273,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$245,740
Expenses. Certain deemed distributions of participant loans2013-12-31$942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$941,379
Value of total assets at end of year2013-12-31$10,032,983
Value of total assets at beginning of year2013-12-31$7,697,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,904
Total interest from all sources2013-12-31$23,550
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$471,302
Participant contributions at end of year2013-12-31$63,150
Participant contributions at beginning of year2013-12-31$61,792
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,927
Total non interest bearing cash at end of year2013-12-31$4,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,335,110
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,032,983
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,697,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,998,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,701,755
Value of interest in pooled separate accounts at end of year2013-12-31$295,972
Value of interest in pooled separate accounts at beginning of year2013-12-31$275,952
Interest on participant loans2013-12-31$2,180
Interest earned on other investments2013-12-31$21,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$151,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$129,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$129,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$519,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$528,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,617,060
Net investment gain/loss from pooled separate accounts2013-12-31$26,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$466,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$245,740
Contract administrator fees2013-12-31$26,904
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KUNDINGER, CORDER & ENGLE
Accountancy firm EIN2013-12-31841255164
2012 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,730,069
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$141,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$121,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$878,987
Value of total assets at end of year2012-12-31$7,697,873
Value of total assets at beginning of year2012-12-31$6,109,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,110
Total interest from all sources2012-12-31$23,893
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$447,912
Participant contributions at end of year2012-12-31$61,792
Participant contributions at beginning of year2012-12-31$65,824
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,588,546
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,697,873
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,109,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,701,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,096,167
Value of interest in pooled separate accounts at end of year2012-12-31$275,952
Value of interest in pooled separate accounts at beginning of year2012-12-31$263,175
Interest on participant loans2012-12-31$2,080
Interest earned on other investments2012-12-31$21,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$129,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$170,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$170,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$528,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$513,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$801,506
Net investment gain/loss from pooled separate accounts2012-12-31$25,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$418,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$121,413
Contract administrator fees2012-12-31$20,110
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KUNDINGER CORDER & ENGLE
Accountancy firm EIN2012-12-31841255164
2011 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,214,149
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$139,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$121,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,249,768
Value of total assets at end of year2011-12-31$6,109,327
Value of total assets at beginning of year2011-12-31$5,035,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,491
Total interest from all sources2011-12-31$533
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$424,534
Participant contributions at end of year2011-12-31$65,824
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$69,932
Other income not declared elsewhere2011-12-31$21,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,074,192
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,109,327
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,035,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,096,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,173,684
Value of interest in pooled separate accounts at end of year2011-12-31$263,175
Value of interest in pooled separate accounts at beginning of year2011-12-31$249,537
Interest on participant loans2011-12-31$347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$170,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$76,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$76,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$513,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$535,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-88,544
Net investment gain/loss from pooled separate accounts2011-12-31$30,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$755,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$121,466
Contract administrator fees2011-12-31$18,491
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KUNDINGER CORDER & ENGLE
Accountancy firm EIN2011-12-31840502539
2010 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,086,306
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$259,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$251,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$575,515
Value of total assets at end of year2010-12-31$5,035,135
Value of total assets at beginning of year2010-12-31$4,208,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,768
Total interest from all sources2010-12-31$20,974
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$40,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$40,312
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$421,993
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$40,510
Total non interest bearing cash at beginning of year2010-12-31$797,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$826,446
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,035,135
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,208,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$8,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,173,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,708,792
Value of interest in pooled separate accounts at end of year2010-12-31$249,537
Interest earned on other investments2010-12-31$20,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$76,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$173,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$173,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$535,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$529,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$419,258
Net investment gain/loss from pooled separate accounts2010-12-31$30,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$113,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$251,092
Contract administrator fees2010-12-31$75
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KUNDINGER CORDER & ENGLE
Accountancy firm EIN2010-12-31840502539
2009 : TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION

2022: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368790
Policy instance 2
Insurance contract or identification number368790
Number of Individuals Covered24
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368789
Policy instance 1
Insurance contract or identification number368789
Number of Individuals Covered99
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368790
Policy instance 3
Insurance contract or identification number368790
Number of Individuals Covered25
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number368789
Policy instance 2
Insurance contract or identification number368789
Number of Individuals Covered100
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63192
Policy instance 1
Insurance contract or identification numberMR 63192
Number of Individuals Covered642
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number368789
Policy instance 1
Insurance contract or identification number368789
Number of Individuals Covered103
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number368790
Policy instance 2
Insurance contract or identification number368790
Number of Individuals Covered26
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63192
Policy instance 3
Insurance contract or identification numberMR 63192
Number of Individuals Covered642
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number368790
Policy instance 3
Insurance contract or identification number368790
Number of Individuals Covered26
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number368789
Policy instance 2
Insurance contract or identification number368789
Number of Individuals Covered108
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63192
Policy instance 1
Insurance contract or identification numberMR 63192
Number of Individuals Covered664
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number368790
Policy instance 2
Insurance contract or identification number368790
Number of Individuals Covered32
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number368789
Policy instance 1
Insurance contract or identification number368789
Number of Individuals Covered131
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number368790
Policy instance 2
Insurance contract or identification number368790
Number of Individuals Covered35
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368789
Policy instance 1
Insurance contract or identification number368789
Number of Individuals Covered144
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368790
Policy instance 2
Insurance contract or identification number368790
Number of Individuals Covered37
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368789
Policy instance 1
Insurance contract or identification number368789
Number of Individuals Covered148
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368789
Policy instance 1
Insurance contract or identification number368789
Number of Individuals Covered155
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368790
Policy instance 2
Insurance contract or identification number368790
Number of Individuals Covered39
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368790
Policy instance 2
Insurance contract or identification number368790
Number of Individuals Covered41
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368789
Policy instance 1
Insurance contract or identification number368789
Number of Individuals Covered158
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368789
Policy instance 1
Insurance contract or identification number368789
Number of Individuals Covered163
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368790
Policy instance 2
Insurance contract or identification number368790
Number of Individuals Covered41
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368789
Policy instance 1
Insurance contract or identification number368789
Number of Individuals Covered178
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368790
Policy instance 2
Insurance contract or identification number368790
Number of Individuals Covered43
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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