?>
Logo

CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 401k Plan overview

Plan NameCALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN
Plan identification number 002

CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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 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.

401k Sponsoring company profile

CALIFORNIA INSTITUTE OF TECHNOLOGY has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA INSTITUTE OF TECHNOLOGY
Employer identification number (EIN):951643307
NAIC Classification:611000

Additional information about CALIFORNIA INSTITUTE OF TECHNOLOGY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0020720

More information about CALIFORNIA INSTITUTE OF TECHNOLOGY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MICHELLE F. JAROSS MICHELLE F. JAROSS2018-10-12
0022016-01-01MICHELLE F. JAROSS MICHELLE F. JAROSS2017-09-27
0022015-01-01MICHELLE F. JAROSS MICHELLE F. JAROSS2016-10-07
0022014-01-01MICHELLE F. JAROSS MICHELLE F. JAROSS2015-09-16
0022013-01-01MICHELLE F. JAROSS MICHELLE F. JAROSS2014-09-10
0022012-01-01MICHELLE F. JAROSS OFELIA M. VELAZQUEZ-PEREZ2013-10-02
0022011-01-01JULIA M. MCCALLIN SHARON E. PATTERSON2012-10-05
0022009-01-01JULIA M MCCALLIN SHARON E PATTERSON2010-10-13

Plan Statistics for CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN

401k plan membership statisitcs for CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN

Measure Date Value
2022: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0120,483
Total number of active participants reported on line 7a of the Form 55002022-01-0110,673
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0110,933
Total of all active and inactive participants2022-01-0121,606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01241
Total participants2022-01-0121,847
Number of participants with account balances2022-01-0121,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0120,573
Total number of active participants reported on line 7a of the Form 55002021-01-019,829
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110,409
Total of all active and inactive participants2021-01-0120,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01217
Total participants2021-01-0120,455
Number of participants with account balances2021-01-0119,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0120,432
Total number of active participants reported on line 7a of the Form 55002020-01-0110,068
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110,402
Total of all active and inactive participants2020-01-0120,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01103
Total participants2020-01-0120,573
Number of participants with account balances2020-01-0120,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0120,074
Total number of active participants reported on line 7a of the Form 55002019-01-019,849
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110,480
Total of all active and inactive participants2019-01-0120,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0183
Total participants2019-01-0120,412
Number of participants with account balances2019-01-0120,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0119,585
Total number of active participants reported on line 7a of the Form 55002018-01-019,788
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110,200
Total of all active and inactive participants2018-01-0119,988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0175
Total participants2018-01-0120,063
Number of participants with account balances2018-01-0119,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0118,902
Total number of active participants reported on line 7a of the Form 55002017-01-0110,261
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019,250
Total of all active and inactive participants2017-01-0119,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0169
Total participants2017-01-0119,580
Number of participants with account balances2017-01-0119,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118,440
Total number of active participants reported on line 7a of the Form 55002016-01-019,950
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018,882
Total of all active and inactive participants2016-01-0118,832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0164
Total participants2016-01-0118,896
Number of participants with account balances2016-01-0118,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118,054
Total number of active participants reported on line 7a of the Form 55002015-01-0110,152
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018,251
Total of all active and inactive participants2015-01-0118,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0166
Total participants2015-01-0118,469
Number of participants with account balances2015-01-0117,978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0117,772
Total number of active participants reported on line 7a of the Form 55002014-01-0117,588
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017,850
Total of all active and inactive participants2014-01-0125,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0164
Total participants2014-01-0125,502
Number of participants with account balances2014-01-0117,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117,707
Total number of active participants reported on line 7a of the Form 55002013-01-0110,055
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017,660
Total of all active and inactive participants2013-01-0117,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0168
Total participants2013-01-0117,783
Number of participants with account balances2013-01-0117,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117,681
Total number of active participants reported on line 7a of the Form 55002012-01-0110,491
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017,177
Total of all active and inactive participants2012-01-0117,668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0142
Total participants2012-01-0117,710
Number of participants with account balances2012-01-0117,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0117,474
Total number of active participants reported on line 7a of the Form 55002011-01-0111,073
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016,574
Total of all active and inactive participants2011-01-0117,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0134
Total participants2011-01-0117,681
Number of participants with account balances2011-01-0116,922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116,979
Total number of active participants reported on line 7a of the Form 55002009-01-0110,961
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016,120
Total of all active and inactive participants2009-01-0117,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0128
Total participants2009-01-0117,109
Number of participants with account balances2009-01-0116,517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN

Measure Date Value
2022 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$16,641
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$0
Total income from all sources (including contributions)2022-12-31$-444,688,801
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$179,487,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$178,424,761
Expenses. Certain deemed distributions of participant loans2022-12-31$133,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$155,797,305
Value of total assets at end of year2022-12-31$4,200,375,781
Value of total assets at beginning of year2022-12-31$4,824,535,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$929,414
Total interest from all sources2022-12-31$43,943,398
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$71,990,764
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$71,990,764
Administrative expenses professional fees incurred2022-12-31$14,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$13,307,984
Participant contributions at end of year2022-12-31$6,662,995
Participant contributions at beginning of year2022-12-31$6,771,994
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,971,135
Other income not declared elsewhere2022-12-31$3,421,433
Administrative expenses (other) incurred2022-12-31$547,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-624,176,215
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,200,375,781
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,824,535,355
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
Investment advisory and management fees2022-12-31$367,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,977,283,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,636,565,975
Value of interest in pooled separate accounts at end of year2022-12-31$157,105,767
Value of interest in pooled separate accounts at beginning of year2022-12-31$145,386,491
Interest on participant loans2022-12-31$346,035
Interest earned on other investments2022-12-31$43,597,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,059,323,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,035,810,895
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$11,761,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-732,023,674
Net investment gain/loss from pooled separate accounts2022-12-31$12,181,973
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
Contributions received in cash from employer2022-12-31$140,518,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$166,663,634
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
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,951,188
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$702,009,637
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$199,750,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$198,714,242
Expenses. Certain deemed distributions of participant loans2021-12-31$124,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$149,183,062
Value of total assets at end of year2021-12-31$4,824,535,355
Value of total assets at beginning of year2021-12-31$4,320,324,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$911,454
Total interest from all sources2021-12-31$36,585,504
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$122,920,446
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$122,920,446
Administrative expenses professional fees incurred2021-12-31$14,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$11,914,901
Participant contributions at end of year2021-12-31$6,771,994
Participant contributions at beginning of year2021-12-31$5,447,696
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,851,526
Other income not declared elsewhere2021-12-31$3,401,310
Administrative expenses (other) incurred2021-12-31$467,576
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$502,259,183
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,824,535,355
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,320,324,984
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$429,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,636,565,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,180,936,575
Value of interest in pooled separate accounts at end of year2021-12-31$145,386,491
Value of interest in pooled separate accounts at beginning of year2021-12-31$117,964,980
Interest on participant loans2021-12-31$339,851
Interest earned on other investments2021-12-31$36,245,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,035,810,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,015,975,733
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$11,138,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$368,212,709
Net investment gain/loss from pooled separate accounts2021-12-31$21,706,606
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
Contributions received in cash from employer2021-12-31$131,416,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$187,575,384
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$26,965
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$652,726,319
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$177,399,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$176,589,283
Expenses. Certain deemed distributions of participant loans2020-12-31$43,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$144,225,581
Value of total assets at end of year2020-12-31$4,320,324,984
Value of total assets at beginning of year2020-12-31$3,844,970,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$766,275
Total interest from all sources2020-12-31$40,154,740
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$59,971,302
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$59,971,302
Administrative expenses professional fees incurred2020-12-31$14,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$12,210,258
Participant contributions at end of year2020-12-31$5,447,696
Participant contributions at beginning of year2020-12-31$3,964,334
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,663,606
Other income not declared elsewhere2020-12-31$2,967,202
Administrative expenses (other) incurred2020-12-31$13,344
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$475,327,069
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,320,324,984
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,844,970,950
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$738,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,180,936,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,727,280,965
Value of interest in pooled separate accounts at end of year2020-12-31$117,964,980
Value of interest in pooled separate accounts at beginning of year2020-12-31$131,274,280
Interest on participant loans2020-12-31$255,889
Interest earned on other investments2020-12-31$39,898,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,015,975,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$982,451,371
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$12,222,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$406,508,553
Net investment gain/loss from pooled separate accounts2020-12-31$-1,101,059
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$129,351,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$164,367,192
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 name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$51,121
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$718,085,632
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$192,199,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$191,341,696
Expenses. Certain deemed distributions of participant loans2019-12-31$16,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$145,497,677
Value of total assets at end of year2019-12-31$3,844,970,950
Value of total assets at beginning of year2019-12-31$3,319,033,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$841,130
Total interest from all sources2019-12-31$39,199,423
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$47,859,293
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$47,859,293
Administrative expenses professional fees incurred2019-12-31$14,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$11,921,494
Participant contributions at end of year2019-12-31$3,964,334
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,168,520
Other income not declared elsewhere2019-12-31$2,866,907
Administrative expenses (other) incurred2019-12-31$471,708
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$525,886,532
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,844,970,950
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,319,033,297
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$355,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,727,280,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,235,699,294
Value of interest in pooled separate accounts at end of year2019-12-31$131,274,280
Value of interest in pooled separate accounts at beginning of year2019-12-31$119,945,645
Interest on participant loans2019-12-31$139,023
Interest earned on other investments2019-12-31$39,060,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$982,451,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$963,388,358
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$19,567,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$475,943,661
Net investment gain/loss from pooled separate accounts2019-12-31$6,718,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$124,407,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$171,773,723
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 name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$403,689
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$12,595,665
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$143,857,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$143,135,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$133,379,524
Value of total assets at end of year2018-12-31$3,319,033,297
Value of total assets at beginning of year2018-12-31$3,449,891,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$722,231
Total interest from all sources2018-12-31$39,863,379
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$51,795,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$51,795,789
Administrative expenses professional fees incurred2018-12-31$262,383
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$11,577,199
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,470,333
Other income not declared elsewhere2018-12-31$2,778,571
Administrative expenses (other) incurred2018-12-31$376,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-131,262,037
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,319,033,297
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,449,891,645
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
Investment advisory and management fees2018-12-31$83,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,235,699,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,400,808,681
Value of interest in pooled separate accounts at end of year2018-12-31$119,945,645
Value of interest in pooled separate accounts at beginning of year2018-12-31$112,215,707
Interest earned on other investments2018-12-31$39,863,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$963,388,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$936,867,257
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$18,888,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-220,545,422
Net investment gain/loss from pooled separate accounts2018-12-31$5,323,824
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$119,331,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$124,246,683
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 name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$58,575
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$558,648,197
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$116,056,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$115,456,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$124,565,512
Value of total assets at end of year2017-12-31$3,449,891,645
Value of total assets at beginning of year2017-12-31$3,007,241,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$600,454
Total interest from all sources2017-12-31$37,454,885
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$35,385,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$35,385,891
Administrative expenses professional fees incurred2017-12-31$227,043
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$10,562,141
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,789,508
Other income not declared elsewhere2017-12-31$2,564,741
Administrative expenses (other) incurred2017-12-31$122,916
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$442,591,631
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,449,891,645
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,007,241,439
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
Investment advisory and management fees2017-12-31$238,934
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,400,808,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,995,612,784
Value of interest in pooled separate accounts at end of year2017-12-31$112,215,707
Value of interest in pooled separate accounts at beginning of year2017-12-31$103,933,988
Interest earned on other investments2017-12-31$37,454,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$936,867,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$907,694,667
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$11,983,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$354,022,751
Net investment gain/loss from pooled separate accounts2017-12-31$4,654,417
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$112,213,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$103,472,690
Contract administrator fees2017-12-31$11,561
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 name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$63,657
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$309,964,992
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$112,553,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$111,869,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$125,359,915
Value of total assets at end of year2016-12-31$3,007,241,439
Value of total assets at beginning of year2016-12-31$2,809,766,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$684,173
Total interest from all sources2016-12-31$39,365,756
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$23,503,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$23,503,753
Administrative expenses professional fees incurred2016-12-31$21,802
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$10,998,177
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,840,728
Other income not declared elsewhere2016-12-31$2,388,096
Administrative expenses (other) incurred2016-12-31$254,485
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$197,411,155
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,007,241,439
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,809,766,627
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
Investment advisory and management fees2016-12-31$403,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,995,612,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,847,777,160
Value of interest in pooled separate accounts at end of year2016-12-31$103,933,988
Value of interest in pooled separate accounts at beginning of year2016-12-31$87,050,346
Interest earned on other investments2016-12-31$39,365,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$907,694,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$874,939,121
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$12,721,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$114,508,783
Net investment gain/loss from pooled separate accounts2016-12-31$4,838,689
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$105,521,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$99,148,274
Contract administrator fees2016-12-31$4,387
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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$3,518,727
Total income from all sources (including contributions)2015-12-31$153,035,861
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$126,619,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$125,955,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$112,300,325
Value of total assets at end of year2015-12-31$2,809,766,627
Value of total assets at beginning of year2015-12-31$2,786,869,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$664,246
Total interest from all sources2015-12-31$36,115,043
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$25,444,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$25,444,541
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$9,422,944
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,275,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,518,727
Other income not declared elsewhere2015-12-31$3,585,497
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$26,416,214
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,809,766,627
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,783,350,413
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$1,847,777,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,855,695,300
Value of interest in pooled separate accounts at end of year2015-12-31$87,050,346
Value of interest in pooled separate accounts at beginning of year2015-12-31$71,532,010
Interest earned on other investments2015-12-31$36,115,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$874,939,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$859,641,830
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$8,005,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-30,510,392
Net investment gain/loss from pooled separate accounts2015-12-31$6,100,847
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$97,602,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$117,949,746
Contract administrator fees2015-12-31$664,246
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 name2015-12-31GRANT THORNTON LLLP
Accountancy firm EIN2015-12-31366055558
2014 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$62,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,518,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$483,557
Total income from all sources (including contributions)2014-12-31$263,043,276
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$126,231,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$125,691,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$101,675,832
Value of total assets at end of year2014-12-31$2,786,869,140
Value of total assets at beginning of year2014-12-31$2,647,084,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$539,406
Total interest from all sources2014-12-31$36,645,822
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$18,368,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$18,368,386
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$8,543,607
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,473,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,518,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$483,557
Other income not declared elsewhere2014-12-31$4,631,272
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$136,812,116
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,783,350,413
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,646,600,955
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$1,855,695,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,747,149,088
Value of interest in pooled separate accounts at end of year2014-12-31$71,532,010
Value of interest in pooled separate accounts at beginning of year2014-12-31$56,505,719
Interest earned on other investments2014-12-31$36,645,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$859,641,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$843,429,705
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$7,751,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$94,408,675
Net investment gain/loss from pooled separate accounts2014-12-31$7,313,289
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$91,658,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$117,939,939
Contract administrator fees2014-12-31$539,406
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 name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$483,557
Total transfer of assets from this plan2013-12-31$489,865
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$483,557
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$450,676,376
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$103,172,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$102,657,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$98,899,288
Value of total assets at end of year2013-12-31$2,647,084,512
Value of total assets at beginning of year2013-12-31$2,299,103,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$515,558
Total interest from all sources2013-12-31$34,682,186
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$15,874,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$15,874,934
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$8,318,790
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,460,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$483,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$7,001,721
Administrative expenses (other) incurred2013-12-31$2,565
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$347,503,525
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,646,600,955
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,299,103,738
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$1,747,149,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,437,207,834
Value of interest in pooled separate accounts at end of year2013-12-31$56,505,719
Value of interest in pooled separate accounts at beginning of year2013-12-31$43,149,795
Interest earned on other investments2013-12-31$34,682,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$843,429,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$818,746,109
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,269,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$289,643,968
Net investment gain/loss from pooled separate accounts2013-12-31$4,574,279
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$88,119,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$96,388,039
Contract administrator fees2013-12-31$512,993
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 name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$131,799
Total transfer of assets from this plan2012-12-31$1,296,129
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$636,839
Total income from all sources (including contributions)2012-12-31$304,667,651
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$96,707,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$96,703,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$97,768,680
Value of total assets at end of year2012-12-31$2,299,103,738
Value of total assets at beginning of year2012-12-31$2,092,944,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,260
Total interest from all sources2012-12-31$32,650,198
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,688,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,688,337
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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$9,053,267
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,029,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$636,839
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$207,959,933
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,299,103,738
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,092,308,135
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$1,437,207,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,260,675,279
Value of interest in pooled separate accounts at end of year2012-12-31$43,149,795
Value of interest in pooled separate accounts at beginning of year2012-12-31$33,639,434
Interest earned on other investments2012-12-31$32,650,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$818,746,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$798,630,261
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$7,537,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$162,943,901
Net investment gain/loss from pooled separate accounts2012-12-31$3,616,535
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$86,685,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$89,166,444
Contract administrator fees2012-12-31$4,260
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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$636,839
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$107,795,174
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$103,361,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$103,354,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$98,075,008
Value of total assets at end of year2011-12-31$2,092,944,974
Value of total assets at beginning of year2011-12-31$2,087,874,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,952
Total interest from all sources2011-12-31$31,852,337
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,008,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,008,663
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$8,090,879
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,662,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$636,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$70,570
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$4,433,876
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,092,308,135
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,087,874,259
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$1,260,675,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,287,115,835
Value of interest in pooled separate accounts at end of year2011-12-31$33,639,434
Value of interest in pooled separate accounts at beginning of year2011-12-31$24,057,356
Interest earned on other investments2011-12-31$31,852,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$798,630,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$776,701,068
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$4,972,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-30,811,498
Net investment gain/loss from pooled separate accounts2011-12-31$3,600,094
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$88,321,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$98,381,485
Contract administrator fees2011-12-31$6,952
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 name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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$267,835,264
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$79,485,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$79,476,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$96,179,046
Value of total assets at end of year2010-12-31$2,087,874,259
Value of total assets at beginning of year2010-12-31$1,899,524,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,158
Total interest from all sources2010-12-31$29,437,657
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,432,013
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$2,432,013
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$8,151,072
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,849,148
Administrative expenses (other) incurred2010-12-31$9,158
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$188,349,598
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,087,874,259
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,899,524,661
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,287,115,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,134,481,290
Value of interest in pooled separate accounts at end of year2010-12-31$24,057,356
Value of interest in pooled separate accounts at beginning of year2010-12-31$9,894,295
Interest earned on other investments2010-12-31$29,437,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$776,701,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$755,149,076
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$8,100,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$137,428,286
Net investment gain/loss from pooled separate accounts2010-12-31$2,358,262
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$86,178,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$71,376,309
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 name2010-12-31GRANT THORNTON
Accountancy firm EIN2010-12-31366055558
2009 : CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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 CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN

2022: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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: CALIFORNIA INSTITUTE OF TECHNOLOGY TIAA-CREF DC RETIREMENT PLAN 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 number403497
Policy instance 1
Insurance contract or identification number403497
Number of Individuals Covered12723
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number403497
Policy instance 1
Insurance contract or identification number403497
Number of Individuals Covered12721
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 number403497
Policy instance 1
Insurance contract or identification number403497
Number of Individuals Covered12929
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 number403497
Policy instance 1
Insurance contract or identification number403497
Number of Individuals Covered13176
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 number403497
Policy instance 1
Insurance contract or identification number403497
Number of Individuals Covered13386
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number403497
Policy instance 1
Insurance contract or identification number403497
Number of Individuals Covered13427
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3