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SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 401k Plan overview

Plan NameSOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN
Plan identification number 001

SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL has sponsored the creation of one or more 401k plans.

Company Name:SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL
Employer identification number (EIN):952934250
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01AMY FLEISHMAN2023-04-26 AMY FLEISHMAN2023-04-26
0012020-10-01AMY FLEISHMAN2022-05-22 AMY FLEISHMAN2022-05-22
0012019-10-01ELLEN QUINN2021-03-23
0012018-10-01ELLEN QUINN2021-03-23
0012017-10-01ELLEN QUINN2021-03-23
0012016-10-01ELLEN QUINN2021-03-23
0012015-10-01ELLEN QUINN2021-03-23
0012014-10-01ELLEN QUINN2021-03-23
0012013-10-01ELLEN QUINN2021-03-23
0012012-10-01ELLEN QUINN2021-03-23
0012011-10-01ELLEN QUINN2021-03-23
0012010-10-01ELLEN QUINN2021-03-23
0012009-10-01ELLEN QUINN2021-03-23
0012008-10-01
0012007-10-01
0012006-10-01
0012005-10-01
0012004-10-01
0012003-10-01
0012002-10-01
0012001-10-01
0012000-10-01
0012000-09-01

Plan Statistics for SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN

401k plan membership statisitcs for SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN

Measure Date Value
2008: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-10-0115
Total number of active participants reported on line 7a of the Form 55002008-10-019
Number of retired or separated participants receiving benefits2008-10-010
Number of other retired or separated participants entitled to future benefits2008-10-018
Total of all active and inactive participants2008-10-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-10-010
Total participants2008-10-0117
Number of participants with account balances2008-10-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-10-010
2007: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-10-0115
Total number of active participants reported on line 7a of the Form 55002007-10-018
Number of retired or separated participants receiving benefits2007-10-010
Number of other retired or separated participants entitled to future benefits2007-10-017
Total of all active and inactive participants2007-10-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-10-010
Total participants2007-10-0115
Number of participants with account balances2007-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-10-010
2006: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year2006-10-0113
Total number of active participants reported on line 7a of the Form 55002006-10-017
Number of retired or separated participants receiving benefits2006-10-010
Number of other retired or separated participants entitled to future benefits2006-10-018
Total of all active and inactive participants2006-10-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-10-010
Total participants2006-10-0115
Number of participants with account balances2006-10-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-10-010
2005: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2005 401k membership
Total participants, beginning-of-year2005-10-0111
Total number of active participants reported on line 7a of the Form 55002005-10-017
Number of retired or separated participants receiving benefits2005-10-010
Number of other retired or separated participants entitled to future benefits2005-10-016
Total of all active and inactive participants2005-10-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-10-010
Total participants2005-10-0113
Number of participants with account balances2005-10-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-10-010
2004: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2004 401k membership
Total participants, beginning-of-year2004-10-019
Total number of active participants reported on line 7a of the Form 55002004-10-017
Number of retired or separated participants receiving benefits2004-10-010
Number of other retired or separated participants entitled to future benefits2004-10-014
Total of all active and inactive participants2004-10-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-10-010
Total participants2004-10-0111
Number of participants with account balances2004-10-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-10-010
2003: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2003 401k membership
Total participants, beginning-of-year2003-10-018
Total number of active participants reported on line 7a of the Form 55002003-10-016
Number of retired or separated participants receiving benefits2003-10-010
Number of other retired or separated participants entitled to future benefits2003-10-013
Total of all active and inactive participants2003-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-10-010
Total participants2003-10-019
Number of participants with account balances2003-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-10-010
2002: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2002 401k membership
Total participants, beginning-of-year2002-10-017
Total number of active participants reported on line 7a of the Form 55002002-10-014
Number of retired or separated participants receiving benefits2002-10-010
Number of other retired or separated participants entitled to future benefits2002-10-014
Total of all active and inactive participants2002-10-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2002-10-010
Total participants2002-10-018
Number of participants with account balances2002-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-10-010
2001: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2001 401k membership
Total participants, beginning-of-year2001-10-017
Total number of active participants reported on line 7a of the Form 55002001-10-015
Number of retired or separated participants receiving benefits2001-10-010
Number of other retired or separated participants entitled to future benefits2001-10-012
Total of all active and inactive participants2001-10-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2001-10-010
Total participants2001-10-017
Number of participants with account balances2001-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2001-10-010
2000: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2000 401k membership
Total participants, beginning-of-year2000-10-010
Total number of active participants reported on line 7a of the Form 55002000-10-016
Number of retired or separated participants receiving benefits2000-10-010
Number of other retired or separated participants entitled to future benefits2000-10-011
Total of all active and inactive participants2000-10-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2000-10-010
Total participants2000-10-017
Number of participants with account balances2000-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2000-10-010
Total participants, beginning-of-year2000-09-010
Total number of active participants reported on line 7a of the Form 55002000-09-014
Number of retired or separated participants receiving benefits2000-09-010
Number of other retired or separated participants entitled to future benefits2000-09-010
Total of all active and inactive participants2000-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2000-09-010
Total participants2000-09-014
Number of participants with account balances2000-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2000-09-010

Financial Data on SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN

Measure Date Value
2009 : SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2009 401k financial data
Total income from all sources2009-09-30$50,795
Expenses. Total of all expenses incurred2009-09-30$3,224
Benefits paid (including direct rollovers)2009-09-30$3,224
Total plan assets at end of year2009-09-30$267,783
Total plan assets at beginning of year2009-09-30$220,212
Value of fidelity bond covering the plan2009-09-30$30,000
Total contributions received or receivable from participants2009-09-30$20,569
Other income received2009-09-30$-6,527
Net income (gross income less expenses)2009-09-30$47,571
Net plan assets at end of year (total assets less liabilities)2009-09-30$267,783
Net plan assets at beginning of year (total assets less liabilities)2009-09-30$220,212
Total contributions received or receivable from employer(s)2009-09-30$36,753
2008 : SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2008 401k financial data
Total income from all sources2008-09-30$97,783
Expenses. Total of all expenses incurred2008-09-30$64,168
Benefits paid (including direct rollovers)2008-09-30$64,168
Total plan assets at end of year2008-09-30$220,212
Total plan assets at beginning of year2008-09-30$186,597
Value of fidelity bond covering the plan2008-09-30$30,000
Total contributions received or receivable from participants2008-09-30$1,857
Other income received2008-09-30$46,033
Net income (gross income less expenses)2008-09-30$33,615
Net plan assets at end of year (total assets less liabilities)2008-09-30$220,212
Net plan assets at beginning of year (total assets less liabilities)2008-09-30$186,597
Total contributions received or receivable from employer(s)2008-09-30$49,893
2007 : SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2007 401k financial data
Total income from all sources2007-09-30$63,998
Expenses. Total of all expenses incurred2007-09-30$29,536
Benefits paid (including direct rollovers)2007-09-30$18,406
Total plan assets at end of year2007-09-30$186,597
Total plan assets at beginning of year2007-09-30$152,135
Value of fidelity bond covering the plan2007-09-30$30,000
Total contributions received or receivable from participants2007-09-30$2,800
Other income received2007-09-30$26,863
Net income (gross income less expenses)2007-09-30$34,462
Net plan assets at end of year (total assets less liabilities)2007-09-30$186,597
Net plan assets at beginning of year (total assets less liabilities)2007-09-30$152,135
Total contributions received or receivable from employer(s)2007-09-30$34,335
Expenses. Administrative service providers (salaries,fees and commissions)2007-09-30$11,130
2006 : SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2006 401k financial data
Total income from all sources2006-09-30$58,697
Expenses. Total of all expenses incurred2006-09-30$32,236
Benefits paid (including direct rollovers)2006-09-30$4,197
Total plan assets at end of year2006-09-30$152,135
Total plan assets at beginning of year2006-09-30$125,674
Value of fidelity bond covering the plan2006-09-30$30,000
Total contributions received or receivable from participants2006-09-30$4,037
Other income received2006-09-30$12,151
Net income (gross income less expenses)2006-09-30$26,461
Net plan assets at end of year (total assets less liabilities)2006-09-30$152,135
Net plan assets at beginning of year (total assets less liabilities)2006-09-30$125,674
Total contributions received or receivable from employer(s)2006-09-30$42,509
Expenses. Administrative service providers (salaries,fees and commissions)2006-09-30$28,039
2005 : SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2005 401k financial data
Total income from all sources2005-09-30$49,256
Expenses. Total of all expenses incurred2005-09-30$15,423
Total plan assets at end of year2005-09-30$125,674
Total plan assets at beginning of year2005-09-30$91,841
Value of fidelity bond covering the plan2005-09-30$30,000
Total contributions received or receivable from participants2005-09-30$9,712
Other income received2005-09-30$14,609
Net income (gross income less expenses)2005-09-30$33,833
Net plan assets at end of year (total assets less liabilities)2005-09-30$125,674
Net plan assets at beginning of year (total assets less liabilities)2005-09-30$91,841
Total contributions received or receivable from employer(s)2005-09-30$24,935
Expenses. Administrative service providers (salaries,fees and commissions)2005-09-30$15,423
2004 : SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2004 401k financial data
Total income from all sources2004-09-30$33,042
Expenses. Total of all expenses incurred2004-09-30$4,454
Benefits paid (including direct rollovers)2004-09-30$2,257
Total plan assets at end of year2004-09-30$91,841
Total plan assets at beginning of year2004-09-30$63,253
Value of fidelity bond covering the plan2004-09-30$30,000
Total contributions received or receivable from participants2004-09-30$10,028
Other income received2004-09-30$7,351
Net income (gross income less expenses)2004-09-30$28,588
Net plan assets at end of year (total assets less liabilities)2004-09-30$91,841
Net plan assets at beginning of year (total assets less liabilities)2004-09-30$63,253
Total contributions received or receivable from employer(s)2004-09-30$15,663
Expenses. Administrative service providers (salaries,fees and commissions)2004-09-30$2,197
2003 : SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2003 401k financial data
Total income from all sources2003-09-30$54,586
Expenses. Total of all expenses incurred2003-09-30$9,397
Total plan assets at end of year2003-09-30$63,253
Total plan assets at beginning of year2003-09-30$18,064
Value of fidelity bond covering the plan2003-09-30$30,000
Total contributions received or receivable from participants2003-09-30$16,675
Other income received2003-09-30$7,327
Net income (gross income less expenses)2003-09-30$45,189
Net plan assets at end of year (total assets less liabilities)2003-09-30$63,253
Net plan assets at beginning of year (total assets less liabilities)2003-09-30$18,064
Total contributions received or receivable from employer(s)2003-09-30$30,584
Expenses. Administrative service providers (salaries,fees and commissions)2003-09-30$9,397
2002 : SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2002 401k financial data
Total income from all sources2002-09-30$10,625
Expenses. Total of all expenses incurred2002-09-30$5,051
Benefits paid (including direct rollovers)2002-09-30$4,535
Total plan assets at end of year2002-09-30$18,064
Total plan assets at beginning of year2002-09-30$12,490
Value of fidelity bond covering the plan2002-09-30$30,000
Total contributions received or receivable from participants2002-09-30$4,947
Other income received2002-09-30$-4,349
Net income (gross income less expenses)2002-09-30$5,574
Net plan assets at end of year (total assets less liabilities)2002-09-30$18,064
Net plan assets at beginning of year (total assets less liabilities)2002-09-30$12,490
Total contributions received or receivable from employer(s)2002-09-30$10,027
Expenses. Administrative service providers (salaries,fees and commissions)2002-09-30$516
2001 : SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2001 401k financial data
Total income from all sources2001-09-30$12,618
Expenses. Total of all expenses incurred2001-09-30$128
Total plan assets at end of year2001-09-30$12,490
Total plan assets at beginning of year2001-09-30$0
Value of fidelity bond covering the plan2001-09-30$30,000
Total contributions received or receivable from participants2001-09-30$9,337
Other income received2001-09-30$-2,422
Net income (gross income less expenses)2001-09-30$12,490
Net plan assets at end of year (total assets less liabilities)2001-09-30$12,490
Net plan assets at beginning of year (total assets less liabilities)2001-09-30$0
Total contributions received or receivable from employer(s)2001-09-30$5,703
Expenses. Administrative service providers (salaries,fees and commissions)2001-09-30$128
2000 : SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2000 401k financial data
Total income from all sources2000-09-30$0
Expenses. Total of all expenses incurred2000-09-30$0
Total plan assets at end of year2000-09-30$0
Total plan assets at beginning of year2000-09-30$0
Value of fidelity bond covering the plan2000-09-30$30,000
Net income (gross income less expenses)2000-09-30$0
Net plan assets at end of year (total assets less liabilities)2000-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2000-09-30$0

Form 5500 Responses for SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN

2008: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2008-10-01Plan funding arrangement – TrustYes
2008-10-01Plan benefit arrangement - TrustYes
2007: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2007 form 5500 responses
2007-10-01Type of plan entitySingle employer plan
2007-10-01Submission has been amendedNo
2007-10-01This submission is the final filingNo
2007-10-01This return/report is a short plan year return/report (less than 12 months)No
2007-10-01Plan is a collectively bargained planNo
2007-10-01Plan funding arrangement – TrustYes
2007-10-01Plan benefit arrangement - TrustYes
2006: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2006 form 5500 responses
2006-10-01Type of plan entitySingle employer plan
2006-10-01Submission has been amendedNo
2006-10-01This submission is the final filingNo
2006-10-01This return/report is a short plan year return/report (less than 12 months)No
2006-10-01Plan is a collectively bargained planNo
2006-10-01Plan funding arrangement – TrustYes
2006-10-01Plan benefit arrangement - TrustYes
2005: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2005 form 5500 responses
2005-10-01Type of plan entitySingle employer plan
2005-10-01Submission has been amendedNo
2005-10-01This submission is the final filingNo
2005-10-01This return/report is a short plan year return/report (less than 12 months)No
2005-10-01Plan is a collectively bargained planNo
2005-10-01Plan funding arrangement – TrustYes
2005-10-01Plan benefit arrangement - TrustYes
2004: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2004 form 5500 responses
2004-10-01Type of plan entitySingle employer plan
2004-10-01Submission has been amendedNo
2004-10-01This submission is the final filingNo
2004-10-01This return/report is a short plan year return/report (less than 12 months)No
2004-10-01Plan is a collectively bargained planNo
2004-10-01Plan funding arrangement – TrustYes
2004-10-01Plan benefit arrangement - TrustYes
2003: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2003 form 5500 responses
2003-10-01Type of plan entitySingle employer plan
2003-10-01Submission has been amendedNo
2003-10-01This submission is the final filingNo
2003-10-01This return/report is a short plan year return/report (less than 12 months)No
2003-10-01Plan is a collectively bargained planNo
2003-10-01Plan funding arrangement – TrustYes
2003-10-01Plan benefit arrangement - TrustYes
2002: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2002 form 5500 responses
2002-10-01Type of plan entitySingle employer plan
2002-10-01Submission has been amendedNo
2002-10-01This submission is the final filingNo
2002-10-01This return/report is a short plan year return/report (less than 12 months)No
2002-10-01Plan is a collectively bargained planNo
2002-10-01Plan funding arrangement – TrustYes
2002-10-01Plan benefit arrangement - TrustYes
2001: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2001 form 5500 responses
2001-10-01Type of plan entitySingle employer plan
2001-10-01Submission has been amendedNo
2001-10-01This submission is the final filingNo
2001-10-01This return/report is a short plan year return/report (less than 12 months)No
2001-10-01Plan is a collectively bargained planNo
2001-10-01Plan funding arrangement – TrustYes
2001-10-01Plan benefit arrangement - TrustYes
2000: SOCIETY OF RESEARCH ADMINISTRATORS INTERNATIONAL 401(K) PLAN 2000 form 5500 responses
2000-10-01Type of plan entitySingle employer plan
2000-10-01Submission has been amendedNo
2000-10-01This submission is the final filingNo
2000-10-01This return/report is a short plan year return/report (less than 12 months)No
2000-10-01Plan is a collectively bargained planNo
2000-10-01Plan funding arrangement – TrustYes
2000-10-01Plan benefit arrangement - TrustYes
2000-09-01Type of plan entitySingle employer plan
2000-09-01First time form 5500 has been submittedYes
2000-09-01Submission has been amendedNo
2000-09-01This submission is the final filingNo
2000-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2000-09-01Plan is a collectively bargained planNo
2000-09-01Plan funding arrangement – TrustYes
2000-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number14469
Policy instance 1
Insurance contract or identification number14469
Number of Individuals Covered14
Insurance policy start date2008-10-01
Insurance policy end date2009-09-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number14469
Policy instance 1
Insurance contract or identification number14469
Number of Individuals Covered15
Insurance policy start date2007-10-01
Insurance policy end date2008-09-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number14469
Policy instance 1
Insurance contract or identification number14469
Number of Individuals Covered12
Insurance policy start date2006-10-01
Insurance policy end date2007-09-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number14469
Policy instance 1
Insurance contract or identification number14469
Number of Individuals Covered10
Insurance policy start date2005-10-01
Insurance policy end date2006-09-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number14469
Policy instance 1
Insurance contract or identification number14469
Number of Individuals Covered7
Insurance policy start date2004-10-01
Insurance policy end date2005-09-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number14469
Policy instance 1
Insurance contract or identification number14469
Number of Individuals Covered7
Insurance policy start date2003-10-01
Insurance policy end date2004-09-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number14469
Policy instance 1
Insurance contract or identification number14469
Number of Individuals Covered7
Insurance policy start date2002-10-01
Insurance policy end date2003-09-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number14469
Policy instance 1
Insurance contract or identification number14469
Number of Individuals Covered7
Insurance policy start date2001-10-01
Insurance policy end date2002-09-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number14469
Policy instance 1
Insurance contract or identification number14469
Number of Individuals Covered5
Insurance policy start date2000-10-01
Insurance policy end date2001-09-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number14469
Policy instance 1
Insurance contract or identification number14469
Number of Individuals Covered0
Insurance policy start date2000-09-01
Insurance policy end date2000-09-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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