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MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 401k Plan overview

Plan NameMUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN
Plan identification number 001

MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

MUSEUM OF NEW MEXICO FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:MUSEUM OF NEW MEXICO FOUNDATION
Employer identification number (EIN):850202503
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01GEORGINE CHAVEZ2024-02-29 GEORGINE CHAVEZ2024-02-29
0012021-07-01GEORGINE CHAVEZ2023-03-08 GEORGINE CHAVEZ2023-03-08
0012020-07-01GEORGINE CHAVEZ2022-04-13 GEORGINE CHAVEZ2022-04-13
0012019-07-01
0012018-07-01
0012017-07-01PATRICK RANKER
0012016-07-01PATRICK RANKER
0012015-07-01PATRICK RANKER
0012014-07-01PATRICK RANKER
0012013-07-01PATRICK RANKER
0012012-07-01PATRICK RANKER
0012011-07-01PATRICK RANKER
0012009-07-01PATRICK RANKER

Plan Statistics for MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN

401k plan membership statisitcs for MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN

Measure Date Value
2019: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0133
Total number of active participants reported on line 7a of the Form 55002019-07-0130
Total of all active and inactive participants2019-07-0130
Total participants2019-07-0130
Number of participants with account balances2019-07-0130
2018: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0133
Total number of active participants reported on line 7a of the Form 55002018-07-0133
Total of all active and inactive participants2018-07-0133
Total participants2018-07-0133
Number of participants with account balances2018-07-0133
2017: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0130
Total number of active participants reported on line 7a of the Form 55002017-07-0133
Total of all active and inactive participants2017-07-0133
Total participants2017-07-0133
Number of participants with account balances2017-07-0133
2016: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0128
Total number of active participants reported on line 7a of the Form 55002016-07-0130
Total of all active and inactive participants2016-07-0130
Total participants2016-07-0130
Number of participants with account balances2016-07-0130
2015: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0128
Total number of active participants reported on line 7a of the Form 55002015-07-0128
Total of all active and inactive participants2015-07-0128
Total participants2015-07-0128
Number of participants with account balances2015-07-0128
2014: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0124
Total number of active participants reported on line 7a of the Form 55002014-07-0128
Total of all active and inactive participants2014-07-0128
Total participants2014-07-0128
Number of participants with account balances2014-07-0128
2013: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0126
Total number of active participants reported on line 7a of the Form 55002013-07-0124
Total of all active and inactive participants2013-07-0124
Total participants2013-07-0124
Number of participants with account balances2013-07-0124
2012: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0127
Total number of active participants reported on line 7a of the Form 55002012-07-0126
Total of all active and inactive participants2012-07-0126
Total participants2012-07-0126
Number of participants with account balances2012-07-0126
2011: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0130
Total number of active participants reported on line 7a of the Form 55002011-07-0127
Total of all active and inactive participants2011-07-0127
Total participants2011-07-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0133
Total number of active participants reported on line 7a of the Form 55002009-07-0131
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0131
Number of participants with account balances2009-07-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN

Measure Date Value
2020 : MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-06-30$120,417
Expenses. Total of all expenses incurred2020-06-30$389,991
Benefits paid (including direct rollovers)2020-06-30$389,991
Total plan assets at end of year2020-06-30$790,000
Total plan assets at beginning of year2020-06-30$1,059,574
Other income received2020-06-30$20,501
Net income (gross income less expenses)2020-06-30$-269,574
Net plan assets at end of year (total assets less liabilities)2020-06-30$790,000
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$1,059,574
Total contributions received or receivable from employer(s)2020-06-30$99,916
2018 : MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-06-30$192,228
Expenses. Total of all expenses incurred2018-06-30$50,735
Benefits paid (including direct rollovers)2018-06-30$50,735
Total plan assets at end of year2018-06-30$1,007,571
Total plan assets at beginning of year2018-06-30$866,078
Other income received2018-06-30$90,634
Net income (gross income less expenses)2018-06-30$141,493
Net plan assets at end of year (total assets less liabilities)2018-06-30$1,007,571
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$866,078
Total contributions received or receivable from employer(s)2018-06-30$101,594
2017 : MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-06-30$194,433
Expenses. Total of all expenses incurred2017-06-30$131,440
Benefits paid (including direct rollovers)2017-06-30$131,440
Total plan assets at end of year2017-06-30$866,078
Total plan assets at beginning of year2017-06-30$803,085
Other income received2017-06-30$102,204
Net income (gross income less expenses)2017-06-30$62,993
Net plan assets at end of year (total assets less liabilities)2017-06-30$866,078
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$803,085
Total contributions received or receivable from employer(s)2017-06-30$92,229
2016 : MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-06-30$81,090
Expenses. Total of all expenses incurred2016-06-30$56,142
Benefits paid (including direct rollovers)2016-06-30$56,142
Total plan assets at end of year2016-06-30$803,085
Total plan assets at beginning of year2016-06-30$778,137
Other income received2016-06-30$-3,936
Net income (gross income less expenses)2016-06-30$24,948
Net plan assets at end of year (total assets less liabilities)2016-06-30$803,085
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$778,137
Total contributions received or receivable from employer(s)2016-06-30$85,026
2015 : MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-06-30$101,509
Expenses. Total of all expenses incurred2015-06-30$48,245
Benefits paid (including direct rollovers)2015-06-30$48,245
Total plan assets at end of year2015-06-30$778,137
Total plan assets at beginning of year2015-06-30$724,873
Other income received2015-06-30$31,551
Net income (gross income less expenses)2015-06-30$53,264
Net plan assets at end of year (total assets less liabilities)2015-06-30$778,137
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$724,873
Total contributions received or receivable from employer(s)2015-06-30$69,958
2014 : MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-06-30$195,048
Expenses. Total of all expenses incurred2014-06-30$162,407
Benefits paid (including direct rollovers)2014-06-30$162,407
Total plan assets at end of year2014-06-30$724,873
Total plan assets at beginning of year2014-06-30$692,232
Other income received2014-06-30$125,418
Net income (gross income less expenses)2014-06-30$32,641
Net plan assets at end of year (total assets less liabilities)2014-06-30$724,873
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$692,232
Total contributions received or receivable from employer(s)2014-06-30$69,630
2013 : MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-06-30$137,376
Expenses. Total of all expenses incurred2013-06-30$37,175
Benefits paid (including direct rollovers)2013-06-30$37,175
Total plan assets at end of year2013-06-30$692,232
Total plan assets at beginning of year2013-06-30$592,031
Other income received2013-06-30$69,686
Net income (gross income less expenses)2013-06-30$100,201
Net plan assets at end of year (total assets less liabilities)2013-06-30$692,232
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$592,031
Total contributions received or receivable from employer(s)2013-06-30$67,690
2012 : MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-06-30$94,924
Expenses. Total of all expenses incurred2012-06-30$136,854
Benefits paid (including direct rollovers)2012-06-30$136,854
Total plan assets at end of year2012-06-30$592,031
Total plan assets at beginning of year2012-06-30$633,961
Other income received2012-06-30$13,942
Net income (gross income less expenses)2012-06-30$-41,930
Net plan assets at end of year (total assets less liabilities)2012-06-30$592,031
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$633,961
Total contributions received or receivable from employer(s)2012-06-30$80,982
2011 : MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-06-30$182,950
Expenses. Total of all expenses incurred2011-06-30$43,801
Benefits paid (including direct rollovers)2011-06-30$43,801
Total plan assets at end of year2011-06-30$633,961
Total plan assets at beginning of year2011-06-30$494,812
Other income received2011-06-30$101,755
Net income (gross income less expenses)2011-06-30$139,149
Net plan assets at end of year (total assets less liabilities)2011-06-30$633,961
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$494,812
Total contributions received or receivable from employer(s)2011-06-30$81,195

Form 5500 Responses for MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN

2019: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: MUSEUM OF NEW MEXICO FOUNDATION, INC.RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346119
Policy instance 1
Insurance contract or identification number346119
Number of Individuals Covered30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346119
Policy instance 1
Insurance contract or identification number346119
Number of Individuals Covered33
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346119
Policy instance 1
Insurance contract or identification number346119
Number of Individuals Covered33
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346119
Policy instance 1
Insurance contract or identification number346119
Number of Individuals Covered28
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346119
Policy instance 1
Insurance contract or identification number346119
Number of Individuals Covered28
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346119
Policy instance 1
Insurance contract or identification number346119
Number of Individuals Covered24
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346119
Policy instance 1
Insurance contract or identification number346119
Number of Individuals Covered26
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?Yes
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 number346119
Policy instance 1
Insurance contract or identification number346119
Number of Individuals Covered27
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?Yes
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 number346119
Policy instance 1
Insurance contract or identification number346119
Number of Individuals Covered30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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