RIO GRANDE SCHOOL has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2016: RIO GRANDE SCHOOL 403 B PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 43 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 22 |
| Total of all active and inactive participants | 2016-07-01 | 65 |
| Total participants | 2016-07-01 | 65 |
| Number of participants with account balances | 2016-07-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: RIO GRANDE SCHOOL 403 B PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 40 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 24 |
| Total of all active and inactive participants | 2015-07-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 64 |
| Number of participants with account balances | 2015-07-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: RIO GRANDE SCHOOL 403 B PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 37 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 23 |
| Total of all active and inactive participants | 2014-07-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 60 |
| Number of participants with account balances | 2014-07-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: RIO GRANDE SCHOOL 403 B PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 38 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 23 |
| Total of all active and inactive participants | 2013-07-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 61 |
| Number of participants with account balances | 2013-07-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: RIO GRANDE SCHOOL 403 B PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 37 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 23 |
| Total of all active and inactive participants | 2012-07-01 | 60 |
| Total participants | 2012-07-01 | 60 |
| Number of participants with account balances | 2012-07-01 | 58 |
| 2011: RIO GRANDE SCHOOL 403 B PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 33 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 24 |
| Total of all active and inactive participants | 2011-07-01 | 57 |
| Total participants | 2011-07-01 | 57 |
| Number of participants with account balances | 2011-07-01 | 55 |
| 2009: RIO GRANDE SCHOOL 403 B PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 64 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 3 |
| Total of all active and inactive participants | 2009-07-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 67 |
| Number of participants with account balances | 2009-07-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2017 : RIO GRANDE SCHOOL 403 B PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-06-30 | $0 |
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $661,345 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $39,432 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $39,432 |
| Total plan assets at end of year | 2017-06-30 | $3,956,901 |
| Total plan assets at beginning of year | 2017-06-30 | $3,334,988 |
| Total contributions received or receivable from participants | 2017-06-30 | $143,363 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $26,395 |
| Other income received | 2017-06-30 | $365,518 |
| Noncash contributions received | 2017-06-30 | $0 |
| Net income (gross income less expenses) | 2017-06-30 | $621,913 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $3,956,901 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $3,334,988 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $126,069 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| Value of corrective distributions | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $0 |
| 2016 : RIO GRANDE SCHOOL 403 B PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-06-30 | $0 |
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $305,684 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $396,444 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $396,075 |
| Total plan assets at end of year | 2016-06-30 | $3,334,988 |
| Total plan assets at beginning of year | 2016-06-30 | $3,425,748 |
| Total contributions received or receivable from participants | 2016-06-30 | $160,757 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
| Other income received | 2016-06-30 | $26,255 |
| Noncash contributions received | 2016-06-30 | $0 |
| Net income (gross income less expenses) | 2016-06-30 | $-90,760 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $3,334,988 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $3,425,748 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $118,672 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Value of corrective distributions | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $369 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : RIO GRANDE SCHOOL 403 B PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-06-30 | $0 |
| Total plan liabilities at end of year | 2015-06-30 | $0 |
| Total plan liabilities at beginning of year | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $403,224 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $120,992 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $120,992 |
| Total plan assets at end of year | 2015-06-30 | $3,425,748 |
| Total plan assets at beginning of year | 2015-06-30 | $3,143,516 |
| Total contributions received or receivable from participants | 2015-06-30 | $170,089 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $549 |
| Noncash contributions received | 2015-06-30 | $142,323 |
| Net income (gross income less expenses) | 2015-06-30 | $282,232 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $3,425,748 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $3,143,516 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $90,263 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of corrective distributions | 2015-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $0 |
| 2014 : RIO GRANDE SCHOOL 403 B PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $658,255 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $70,200 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $70,200 |
| Total plan assets at end of year | 2014-06-30 | $3,143,517 |
| Total plan assets at beginning of year | 2014-06-30 | $2,555,462 |
| Total contributions received or receivable from participants | 2014-06-30 | $191,442 |
| Other income received | 2014-06-30 | $368,021 |
| Net income (gross income less expenses) | 2014-06-30 | $588,055 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $3,143,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $2,555,462 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $98,792 |
| 2013 : RIO GRANDE SCHOOL 403 B PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $500,573 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $23,093 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $22,935 |
| Total plan assets at end of year | 2013-06-30 | $2,555,462 |
| Total plan assets at beginning of year | 2013-06-30 | $2,077,982 |
| Total contributions received or receivable from participants | 2013-06-30 | $178,425 |
| Other income received | 2013-06-30 | $212,225 |
| Net income (gross income less expenses) | 2013-06-30 | $477,480 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $2,555,462 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $2,077,982 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $109,923 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $158 |
| 2012 : RIO GRANDE SCHOOL 403 B PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $312,316 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $24,216 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $24,216 |
| Total plan assets at end of year | 2012-06-30 | $2,077,982 |
| Total plan assets at beginning of year | 2012-06-30 | $1,789,882 |
| Total contributions received or receivable from participants | 2012-06-30 | $154,606 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $9,208 |
| Other income received | 2012-06-30 | $52,302 |
| Net income (gross income less expenses) | 2012-06-30 | $288,100 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $2,077,982 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,789,882 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $96,200 |
| 2011 : RIO GRANDE SCHOOL 403 B PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $465,103 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $26,217 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $26,217 |
| Total plan assets at end of year | 2011-06-30 | $1,789,882 |
| Total plan assets at beginning of year | 2011-06-30 | $1,350,996 |
| Total contributions received or receivable from participants | 2011-06-30 | $139,863 |
| Other income received | 2011-06-30 | $218,002 |
| Net income (gross income less expenses) | 2011-06-30 | $438,886 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,789,882 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,350,996 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $107,238 |
| 2016: RIO GRANDE SCHOOL 403 B PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: RIO GRANDE SCHOOL 403 B PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: RIO GRANDE SCHOOL 403 B PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: RIO GRANDE SCHOOL 403 B PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: RIO GRANDE SCHOOL 403 B PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: RIO GRANDE SCHOOL 403 B PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | Yes |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: RIO GRANDE SCHOOL 403 B PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385279 |
| Policy instance | 1 |
| Insurance contract or identification number | 385279 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385279 |
| Policy instance | 1 |
| Insurance contract or identification number | 385279 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385279 |
| Policy instance | 1 |
| Insurance contract or identification number | 385279 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385279 |
| Policy instance | 1 |
| Insurance contract or identification number | 385279 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 number | 385279 |
| Policy instance | 1 |
| Insurance contract or identification number | 385279 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 number | 385279 |
| Policy instance | 1 |
| Insurance contract or identification number | 385279 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
