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THE RAND CORPORATION ANNUITY PLAN 401k Plan overview

Plan NameTHE RAND CORPORATION ANNUITY PLAN
Plan identification number 003

THE RAND CORPORATION ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

THE RAND CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE RAND CORPORATION
Employer identification number (EIN):951958142
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about THE RAND CORPORATION

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1994-12-01
Company Identification Number: 19941123613
Legal Registered Office Address: 5550 S FT APACHE RD STE 102

LAS VEGAS
United States of America (USA)
89148

More information about THE RAND CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RAND CORPORATION ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01BRADLEY BEVERAGE2023-10-12
0032021-01-01BRADLEY BEVERAGE2022-10-15
0032020-01-01BRADLEY BEVERAGE2021-10-13
0032020-01-01BRADLEY BEVERAGE2021-11-12
0032019-01-01BRADLEY BEVERAGE2020-10-06
0032018-01-01
0032017-01-01BRADLEY BEVERAGE
0032016-01-01BRADLEY BEVERAGE
0032015-01-01TRINITY EYRE
0032014-01-01TRINITY EYRE
0032013-01-01MICHAEL GALLAGHER MICHAEL GALLAGHER2014-10-07
0032012-01-01MICHAEL GALLAGHER MICHAEL GALLAGHER2013-10-09
0032011-01-01MICHAEL GALLAGHER MICHAEL GALLAGHER2012-10-14
0032010-01-01MICHAEL GALLAGHER
0032009-01-01MICHAEL GALLAGHER MICHAEL GALLAGHER2010-10-14

Plan Statistics for THE RAND CORPORATION ANNUITY PLAN

401k plan membership statisitcs for THE RAND CORPORATION ANNUITY PLAN

Measure Date Value
2022: THE RAND CORPORATION ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,872
Total number of active participants reported on line 7a of the Form 55002022-01-011,793
Number of retired or separated participants receiving benefits2022-01-0151
Number of other retired or separated participants entitled to future benefits2022-01-011,086
Total of all active and inactive participants2022-01-012,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0169
Total participants2022-01-012,999
Number of participants with account balances2022-01-012,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE RAND CORPORATION ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,780
Total number of active participants reported on line 7a of the Form 55002021-01-011,716
Number of retired or separated participants receiving benefits2021-01-0154
Number of other retired or separated participants entitled to future benefits2021-01-011,037
Total of all active and inactive participants2021-01-012,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0165
Total participants2021-01-012,872
Number of participants with account balances2021-01-012,579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE RAND CORPORATION ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,705
Total number of active participants reported on line 7a of the Form 55002020-01-011,678
Number of retired or separated participants receiving benefits2020-01-0148
Number of other retired or separated participants entitled to future benefits2020-01-011,034
Total of all active and inactive participants2020-01-012,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0120
Total participants2020-01-012,780
Number of participants with account balances2020-01-012,565
2019: THE RAND CORPORATION ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,608
Total number of active participants reported on line 7a of the Form 55002019-01-011,612
Number of retired or separated participants receiving benefits2019-01-0149
Number of other retired or separated participants entitled to future benefits2019-01-011,021
Total of all active and inactive participants2019-01-012,682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0123
Total participants2019-01-012,705
Number of participants with account balances2019-01-012,514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE RAND CORPORATION ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,604
Total number of active participants reported on line 7a of the Form 55002018-01-011,537
Number of retired or separated participants receiving benefits2018-01-0145
Number of other retired or separated participants entitled to future benefits2018-01-011,012
Total of all active and inactive participants2018-01-012,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0114
Total participants2018-01-012,608
Number of participants with account balances2018-01-012,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE RAND CORPORATION ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,514
Total number of active participants reported on line 7a of the Form 55002017-01-011,703
Number of retired or separated participants receiving benefits2017-01-0144
Number of other retired or separated participants entitled to future benefits2017-01-01841
Total of all active and inactive participants2017-01-012,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-012,604
Number of participants with account balances2017-01-012,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE RAND CORPORATION ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,376
Total number of active participants reported on line 7a of the Form 55002016-01-011,595
Number of retired or separated participants receiving benefits2016-01-0144
Number of other retired or separated participants entitled to future benefits2016-01-01861
Total of all active and inactive participants2016-01-012,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-012,514
Number of participants with account balances2016-01-012,314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE RAND CORPORATION ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,326
Total number of active participants reported on line 7a of the Form 55002015-01-011,475
Number of retired or separated participants receiving benefits2015-01-0143
Number of other retired or separated participants entitled to future benefits2015-01-01849
Total of all active and inactive participants2015-01-012,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-012,376
Number of participants with account balances2015-01-012,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE RAND CORPORATION ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,567
Total number of active participants reported on line 7a of the Form 55002014-01-011,475
Number of retired or separated participants receiving benefits2014-01-0137
Number of other retired or separated participants entitled to future benefits2014-01-01802
Total of all active and inactive participants2014-01-012,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-012,326
Number of participants with account balances2014-01-012,179
2013: THE RAND CORPORATION ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,602
Total number of active participants reported on line 7a of the Form 55002013-01-011,805
Number of retired or separated participants receiving benefits2013-01-0134
Number of other retired or separated participants entitled to future benefits2013-01-01718
Total of all active and inactive participants2013-01-012,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-012,567
Number of participants with account balances2013-01-012,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE RAND CORPORATION ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,573
Total number of active participants reported on line 7a of the Form 55002012-01-011,995
Number of retired or separated participants receiving benefits2012-01-0131
Number of other retired or separated participants entitled to future benefits2012-01-01567
Total of all active and inactive participants2012-01-012,593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-012,602
Number of participants with account balances2012-01-012,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE RAND CORPORATION ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,575
Total number of active participants reported on line 7a of the Form 55002011-01-011,994
Number of retired or separated participants receiving benefits2011-01-0130
Number of other retired or separated participants entitled to future benefits2011-01-01549
Total of all active and inactive participants2011-01-012,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-012,581
Number of participants with account balances2011-01-012,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE RAND CORPORATION ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,677
Total number of active participants reported on line 7a of the Form 55002010-01-012,041
Number of retired or separated participants receiving benefits2010-01-0123
Number of other retired or separated participants entitled to future benefits2010-01-01498
Total of all active and inactive participants2010-01-012,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0113
Total participants2010-01-012,575
Number of participants with account balances2010-01-012,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE RAND CORPORATION ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,170
Total number of active participants reported on line 7a of the Form 55002009-01-012,145
Number of retired or separated participants receiving benefits2009-01-0123
Number of other retired or separated participants entitled to future benefits2009-01-01497
Total of all active and inactive participants2009-01-012,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0112
Total participants2009-01-012,677
Number of participants with account balances2009-01-012,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE RAND CORPORATION ANNUITY PLAN

Measure Date Value
2022 : THE RAND CORPORATION ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$519,029
Total unrealized appreciation/depreciation of assets2022-12-31$519,029
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$0
Total income from all sources (including contributions)2022-12-31$-59,400,671
Total loss/gain on sale of assets2022-12-31$1,316,050
Total of all expenses incurred2022-12-31$24,056,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,954,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,405,002
Value of total assets at end of year2022-12-31$472,987,142
Value of total assets at beginning of year2022-12-31$556,444,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$102,117
Total interest from all sources2022-12-31$512,486
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,762,744
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$14,762,744
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$16,605,525
Participant contributions at end of year2022-12-31$744,401
Participant contributions at beginning of year2022-12-31$631,264
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$799,477
Administrative expenses (other) incurred2022-12-31$102,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-83,457,394
Value of net assets at end of year (total assets less liabilities)2022-12-31$472,987,142
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$556,444,536
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$398,007,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$481,230,276
Value of interest in pooled separate accounts at end of year2022-12-31$4,363,062
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,119,455
Interest earned on other investments2022-12-31$512,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$69,871,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$70,463,541
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$96,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-94,254,020
Net investment gain/loss from pooled separate accounts2022-12-31$338,038
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$23,858,311
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,316,050
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2022-12-31951777440
2021 : THE RAND CORPORATION ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$251,377
Total unrealized appreciation/depreciation of assets2021-12-31$251,377
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$84,252,756
Total loss/gain on sale of assets2021-12-31$1,621,086
Total of all expenses incurred2021-12-31$27,264,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,157,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,874,138
Value of total assets at end of year2021-12-31$556,444,536
Value of total assets at beginning of year2021-12-31$499,456,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$107,339
Total interest from all sources2021-12-31$210,262
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,173,563
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$13,173,563
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$17,216,130
Participant contributions at end of year2021-12-31$631,264
Participant contributions at beginning of year2021-12-31$488,966
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$658,008
Administrative expenses (other) incurred2021-12-31$107,339
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$56,988,252
Value of net assets at end of year (total assets less liabilities)2021-12-31$556,444,536
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$499,456,284
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$481,230,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$422,731,311
Value of interest in pooled separate accounts at end of year2021-12-31$4,119,455
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,826,832
Interest earned on other investments2021-12-31$210,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$70,463,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$72,409,175
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$541,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$50,481,050
Net investment gain/loss from pooled separate accounts2021-12-31$641,280
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$26,615,936
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
Aggregate proceeds on sale of assets2021-12-31$1,621,086
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2021-12-31951777440
2020 : THE RAND CORPORATION ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$679,133
Total unrealized appreciation/depreciation of assets2020-12-31$679,133
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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$74,698,902
Total loss/gain on sale of assets2020-12-31$1,260,083
Total of all expenses incurred2020-12-31$17,563,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,457,747
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,850,597
Value of total assets at end of year2020-12-31$499,456,284
Value of total assets at beginning of year2020-12-31$442,320,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$105,658
Total interest from all sources2020-12-31$424,364
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,879,233
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$9,879,233
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$16,987,058
Participant contributions at end of year2020-12-31$488,966
Participant contributions at beginning of year2020-12-31$374,723
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$863,539
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$73,500
Administrative expenses (other) incurred2020-12-31$105,658
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$57,135,497
Value of net assets at end of year (total assets less liabilities)2020-12-31$499,456,284
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$442,320,787
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$422,731,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$369,663,838
Value of interest in pooled separate accounts at end of year2020-12-31$3,826,832
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,956,206
Interest earned on other investments2020-12-31$424,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$72,409,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$67,326,020
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$793,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$44,575,355
Net investment gain/loss from pooled separate accounts2020-12-31$-43,363
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$16,664,243
Contract administrator fees2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$1,260,083
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2020-12-31951777440
2019 : THE RAND CORPORATION ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$896,510
Total unrealized appreciation/depreciation of assets2019-12-31$896,510
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$88,758,689
Total loss/gain on sale of assets2019-12-31$1,075,582
Total of all expenses incurred2019-12-31$19,756,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,656,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,207,467
Value of total assets at end of year2019-12-31$442,320,787
Value of total assets at beginning of year2019-12-31$373,318,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100,109
Total interest from all sources2019-12-31$432,789
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,555,659
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$8,555,659
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$16,005,367
Participant contributions at end of year2019-12-31$374,723
Participant contributions at beginning of year2019-12-31$309,832
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,202,100
Other income not declared elsewhere2019-12-31$227,562
Administrative expenses (other) incurred2019-12-31$100,109
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$69,002,351
Value of net assets at end of year (total assets less liabilities)2019-12-31$442,320,787
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$373,318,436
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$369,663,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$300,387,156
Value of interest in pooled separate accounts at end of year2019-12-31$4,956,206
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,925,462
Interest earned on other investments2019-12-31$432,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$67,326,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$67,695,986
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$-1,133,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$60,097,412
Net investment gain/loss from pooled separate accounts2019-12-31$265,708
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,789,640
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
Aggregate proceeds on sale of assets2019-12-31$1,075,582
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 name2019-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2019-12-31951777440
2018 : THE RAND CORPORATION ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$735,646
Total unrealized appreciation/depreciation of assets2018-12-31$735,646
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$130,647
Total loss/gain on sale of assets2018-12-31$1,242,401
Total of all expenses incurred2018-12-31$23,173,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,173,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,950,080
Value of total assets at end of year2018-12-31$373,318,436
Value of total assets at beginning of year2018-12-31$396,361,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$514,121
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,236,602
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$8,236,602
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$13,189,953
Participant contributions at end of year2018-12-31$309,832
Participant contributions at beginning of year2018-12-31$271,159
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,760,127
Other income not declared elsewhere2018-12-31$244,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-23,043,182
Value of net assets at end of year (total assets less liabilities)2018-12-31$373,318,436
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$396,361,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$300,387,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$322,655,227
Value of interest in pooled separate accounts at end of year2018-12-31$4,925,462
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,468,996
Interest earned on other investments2018-12-31$514,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$67,695,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$67,966,236
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,488,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-26,041,562
Net investment gain/loss from pooled separate accounts2018-12-31$248,641
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,685,232
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
Aggregate proceeds on sale of assets2018-12-31$1,242,401
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 name2018-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2018-12-31951777440
2017 : THE RAND CORPORATION ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,100,738
Total unrealized appreciation/depreciation of assets2017-12-31$1,100,738
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$73,448,078
Total loss/gain on sale of assets2017-12-31$857,734
Total of all expenses incurred2017-12-31$18,786,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,786,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,793,897
Value of total assets at end of year2017-12-31$396,361,618
Value of total assets at beginning of year2017-12-31$341,700,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$461,880
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,902,893
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$6,902,893
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$12,829,578
Participant contributions at end of year2017-12-31$271,159
Participant contributions at beginning of year2017-12-31$199,640
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,964,319
Other income not declared elsewhere2017-12-31$183,215
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$54,661,488
Value of net assets at end of year (total assets less liabilities)2017-12-31$396,361,618
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$341,700,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$322,655,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$270,786,212
Value of interest in pooled separate accounts at end of year2017-12-31$5,468,996
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,355,154
Interest earned on other investments2017-12-31$461,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$67,966,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$65,359,124
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,322,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$46,918,205
Net investment gain/loss from pooled separate accounts2017-12-31$229,516
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,464,251
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
Aggregate proceeds on sale of assets2017-12-31$857,734
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 name2017-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2017-12-31951777440
2016 : THE RAND CORPORATION ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$706,559
Total unrealized appreciation/depreciation of assets2016-12-31$706,559
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$40,605,680
Total loss/gain on sale of assets2016-12-31$1,198,771
Total of all expenses incurred2016-12-31$16,967,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,967,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,119,990
Value of total assets at end of year2016-12-31$341,700,130
Value of total assets at beginning of year2016-12-31$318,061,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9
Total interest from all sources2016-12-31$652,727
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,363,286
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$5,363,286
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$13,704,707
Participant contributions at end of year2016-12-31$199,640
Participant contributions at beginning of year2016-12-31$351,682
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,415,283
Other income not declared elsewhere2016-12-31$67,046
Administrative expenses (other) incurred2016-12-31$9
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$23,638,585
Value of net assets at end of year (total assets less liabilities)2016-12-31$341,700,130
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$318,061,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$270,786,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$251,397,111
Value of interest in pooled separate accounts at end of year2016-12-31$5,355,154
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,706,597
Interest earned on other investments2016-12-31$652,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$65,359,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$61,606,155
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$418,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$15,244,059
Net investment gain/loss from pooled separate accounts2016-12-31$253,242
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,548,889
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
Aggregate proceeds on sale of assets2016-12-31$1,198,771
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
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 name2016-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2016-12-31951777440
2015 : THE RAND CORPORATION ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$887,717
Total unrealized appreciation/depreciation of assets2015-12-31$887,717
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$20,120,472
Total loss/gain on sale of assets2015-12-31$972,137
Total of all expenses incurred2015-12-31$18,741,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,741,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,883,437
Value of total assets at end of year2015-12-31$318,061,545
Value of total assets at beginning of year2015-12-31$316,682,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$481,222
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,128,481
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$6,128,481
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$11,200,991
Participant contributions at end of year2015-12-31$351,682
Participant contributions at beginning of year2015-12-31$298,741
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,682,446
Other income not declared elsewhere2015-12-31$106,709
Administrative expenses (other) incurred2015-12-31$0
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$1,379,156
Value of net assets at end of year (total assets less liabilities)2015-12-31$318,061,545
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$316,682,389
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$251,397,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$250,793,151
Value of interest in pooled separate accounts at end of year2015-12-31$4,706,597
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,827,992
Interest earned on other investments2015-12-31$481,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$61,606,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$61,762,505
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,111,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,675,116
Net investment gain/loss from pooled separate accounts2015-12-31$335,885
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,629,436
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
Aggregate proceeds on sale of assets2015-12-31$972,137
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 name2015-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2015-12-31951777440
2014 : THE RAND CORPORATION ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,076,889
Total unrealized appreciation/depreciation of assets2014-12-31$1,076,889
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$34,807,515
Total loss/gain on sale of assets2014-12-31$816,283
Total of all expenses incurred2014-12-31$15,457,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,457,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,661,545
Value of total assets at end of year2014-12-31$316,682,389
Value of total assets at beginning of year2014-12-31$297,332,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6
Total interest from all sources2014-12-31$559,607
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,910,857
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$5,910,857
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$10,222,197
Participant contributions at end of year2014-12-31$298,741
Participant contributions at beginning of year2014-12-31$235,909
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,439,348
Other income not declared elsewhere2014-12-31$109,971
Administrative expenses (other) incurred2014-12-31$6
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$19,349,933
Value of net assets at end of year (total assets less liabilities)2014-12-31$316,682,389
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$297,332,456
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$250,793,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$233,218,202
Value of interest in pooled separate accounts at end of year2014-12-31$3,827,992
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,737,826
Interest earned on other investments2014-12-31$559,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$61,762,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$61,140,519
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,732,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$13,292,209
Net investment gain/loss from pooled separate accounts2014-12-31$380,154
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,724,698
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
Aggregate proceeds on sale of assets2014-12-31$816,283
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 name2014-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2014-12-31951777440
2013 : THE RAND CORPORATION ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$677,320
Total unrealized appreciation/depreciation of assets2013-12-31$677,320
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$60,062,313
Total loss/gain on sale of assets2013-12-31$1,182,730
Total of all expenses incurred2013-12-31$21,866,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$21,866,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,804,387
Value of total assets at end of year2013-12-31$297,332,456
Value of total assets at beginning of year2013-12-31$259,136,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29
Total interest from all sources2013-12-31$478,930
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,964,990
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$3,964,990
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$9,783,965
Participant contributions at end of year2013-12-31$235,909
Participant contributions at beginning of year2013-12-31$221,714
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,020,422
Other income not declared elsewhere2013-12-31$151,798
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$38,196,084
Value of net assets at end of year (total assets less liabilities)2013-12-31$297,332,456
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$259,136,372
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$233,218,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$196,824,827
Value of interest in pooled separate accounts at end of year2013-12-31$2,737,826
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,625,987
Interest earned on other investments2013-12-31$478,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$61,140,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$60,463,844
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$521,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$39,589,021
Net investment gain/loss from pooled separate accounts2013-12-31$213,137
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$21,344,304
Contract administrator fees2013-12-31$29
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
Aggregate proceeds on sale of assets2013-12-31$1,182,730
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 name2013-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2013-12-31951777440
2012 : THE RAND CORPORATION ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$791,077
Total unrealized appreciation/depreciation of assets2012-12-31$791,077
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$38,522,362
Total loss/gain on sale of assets2012-12-31$1,032,668
Total of all expenses incurred2012-12-31$12,946,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,946,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,225,739
Value of total assets at end of year2012-12-31$259,136,372
Value of total assets at beginning of year2012-12-31$233,560,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$238
Total interest from all sources2012-12-31$405,913
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,627,586
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$2,627,586
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$9,368,288
Participant contributions at end of year2012-12-31$221,714
Participant contributions at beginning of year2012-12-31$369,855
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,857,451
Administrative expenses (other) incurred2012-12-31$238
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$25,575,660
Value of net assets at end of year (total assets less liabilities)2012-12-31$259,136,372
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$233,560,712
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$196,824,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$172,956,411
Value of interest in pooled separate accounts at end of year2012-12-31$1,625,987
Value of interest in pooled separate accounts at beginning of year2012-12-31$688,725
Interest earned on other investments2012-12-31$405,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$60,463,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$59,545,721
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$405,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$21,342,140
Net investment gain/loss from pooled separate accounts2012-12-31$97,239
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,540,510
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
Aggregate proceeds on sale of assets2012-12-31$12,195,843
Aggregate carrying amount (costs) on sale of assets2012-12-31$11,163,175
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 name2012-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2012-12-31951777440
2011 : THE RAND CORPORATION ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$959,639
Total unrealized appreciation/depreciation of assets2011-12-31$959,639
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$12,865,083
Total loss/gain on sale of assets2011-12-31$809,290
Total of all expenses incurred2011-12-31$16,810,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,805,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,225,110
Value of total assets at end of year2011-12-31$233,560,712
Value of total assets at beginning of year2011-12-31$237,506,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,104
Total interest from all sources2011-12-31$394,873
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,442,120
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$2,442,120
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$9,321,035
Participant contributions at end of year2011-12-31$369,855
Participant contributions at beginning of year2011-12-31$379,535
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,904,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,945,739
Value of net assets at end of year (total assets less liabilities)2011-12-31$233,560,712
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$237,506,451
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
Investment advisory and management fees2011-12-31$5,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$172,956,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$178,391,785
Value of interest in pooled separate accounts at end of year2011-12-31$688,725
Value of interest in pooled separate accounts at beginning of year2011-12-31$209,006
Interest earned on other investments2011-12-31$394,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$59,545,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$58,526,125
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,062,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,012,702
Net investment gain/loss from pooled separate accounts2011-12-31$46,753
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,742,835
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
Aggregate proceeds on sale of assets2011-12-31$12,959,035
Aggregate carrying amount (costs) on sale of assets2011-12-31$12,149,745
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 name2011-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2011-12-31951777440
2010 : THE RAND CORPORATION ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,735,639
Total unrealized appreciation/depreciation of assets2010-12-31$1,735,639
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$33,078,320
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$13,428,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,424,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,521,023
Value of total assets at end of year2010-12-31$237,506,451
Value of total assets at beginning of year2010-12-31$217,856,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,554
Total interest from all sources2010-12-31$271,397
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,726,482
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$1,726,482
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$9,168,338
Participant contributions at end of year2010-12-31$379,535
Participant contributions at beginning of year2010-12-31$317,434
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,352,685
Administrative expenses (other) incurred2010-12-31$3,554
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$19,649,885
Value of net assets at end of year (total assets less liabilities)2010-12-31$237,506,451
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$217,856,566
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$178,391,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$160,410,334
Value of interest in pooled separate accounts at end of year2010-12-31$209,006
Value of interest in pooled separate accounts at beginning of year2010-12-31$82,443
Interest earned on other investments2010-12-31$271,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$58,526,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$57,046,355
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$90,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$18,805,064
Net investment gain/loss from pooled separate accounts2010-12-31$18,715
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,334,498
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 name2010-12-31GREEN HASSON & JANKS
Accountancy firm EIN2010-12-31951777440
2009 : THE RAND CORPORATION ANNUITY 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 THE RAND CORPORATION ANNUITY PLAN

2022: THE RAND CORPORATION ANNUITY 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: THE RAND CORPORATION ANNUITY 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: THE RAND CORPORATION ANNUITY 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: THE RAND CORPORATION ANNUITY 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: THE RAND CORPORATION ANNUITY 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: THE RAND CORPORATION ANNUITY 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: THE RAND CORPORATION ANNUITY 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: THE RAND CORPORATION ANNUITY 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: THE RAND CORPORATION ANNUITY 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: THE RAND CORPORATION ANNUITY 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: THE RAND CORPORATION ANNUITY 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: THE RAND CORPORATION ANNUITY 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
2010: THE RAND CORPORATION ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE RAND CORPORATION ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138O
Policy instance 4
Insurance contract or identification number2138O
Number of Individuals Covered13
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138F
Policy instance 3
Insurance contract or identification number2138F
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138A
Policy instance 2
Insurance contract or identification number2138A
Number of Individuals Covered34
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150385
Policy instance 1
Insurance contract or identification number150385
Number of Individuals Covered880
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150385
Policy instance 1
Insurance contract or identification number150385
Number of Individuals Covered914
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138A
Policy instance 2
Insurance contract or identification number2138A
Number of Individuals Covered34
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138F
Policy instance 3
Insurance contract or identification number2138F
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138O
Policy instance 4
Insurance contract or identification number2138O
Number of Individuals Covered14
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number150385
Policy instance 1
Insurance contract or identification number150385
Number of Individuals Covered955
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138A
Policy instance 2
Insurance contract or identification number2138A
Number of Individuals Covered35
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138F
Policy instance 3
Insurance contract or identification number2138F
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138O
Policy instance 4
Insurance contract or identification number2138O
Number of Individuals Covered14
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number150385
Policy instance 1
Insurance contract or identification number150385
Number of Individuals Covered998
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138A
Policy instance 2
Insurance contract or identification number2138A
Number of Individuals Covered39
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138F
Policy instance 3
Insurance contract or identification number2138F
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138O
Policy instance 4
Insurance contract or identification number2138O
Number of Individuals Covered14
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138O
Policy instance 4
Insurance contract or identification number2138O
Number of Individuals Covered14
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138F
Policy instance 3
Insurance contract or identification number2138F
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138A
Policy instance 2
Insurance contract or identification number2138A
Number of Individuals Covered39
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number150385
Policy instance 1
Insurance contract or identification number150385
Number of Individuals Covered1043
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150385
Policy instance 1
Insurance contract or identification number150385
Number of Individuals Covered1170
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138A
Policy instance 2
Insurance contract or identification number2138A
Number of Individuals Covered35
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138F
Policy instance 3
Insurance contract or identification number2138F
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number2138O
Policy instance 4
Insurance contract or identification number2138O
Number of Individuals Covered16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number150385
Policy instance 1
Insurance contract or identification number150385
Number of Individuals Covered1208
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150385
Policy instance 1
Insurance contract or identification number150385
Number of Individuals Covered1237
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150385
Policy instance 1
Insurance contract or identification number150385
Number of Individuals Covered1273
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150385
Policy instance 1
Insurance contract or identification number150385
Number of Individuals Covered1395
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150385
Policy instance 1
Insurance contract or identification number150385
Number of Individuals Covered1411
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150385
Policy instance 1
Insurance contract or identification number150385
Number of Individuals Covered1433
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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