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THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 401k Plan overview

Plan NameTHE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN
Plan identification number 001

THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE ARCHER SCHOOL FOR GIRLS has sponsored the creation of one or more 401k plans.

Company Name:THE ARCHER SCHOOL FOR GIRLS
Employer identification number (EIN):954463705
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JANE DAVIS
0012016-01-01JANE DAVIS
0012015-01-01JANE DAVIS
0012014-01-01RICHARD BENFIELD
0012013-01-01RICHARD BENFIELD
0012012-01-01RICHARD BENFIELD
0012011-01-01RICHARD BENFIIELD
0012010-09-01RICHARD BENFIIELD
0012009-09-01RICHARD BENFIIELD

Plan Statistics for THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN

401k plan membership statisitcs for THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN

Measure Date Value
2022: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01341
Total number of active participants reported on line 7a of the Form 55002022-01-01118
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01235
Total of all active and inactive participants2022-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01353
Number of participants with account balances2022-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01333
Total number of active participants reported on line 7a of the Form 55002021-01-01112
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01229
Total of all active and inactive participants2021-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01341
Number of participants with account balances2021-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01340
Total number of active participants reported on line 7a of the Form 55002020-01-01107
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01226
Total of all active and inactive participants2020-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01333
Number of participants with account balances2020-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01332
Total number of active participants reported on line 7a of the Form 55002019-01-01108
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01232
Total of all active and inactive participants2019-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01340
Number of participants with account balances2019-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01320
Total number of active participants reported on line 7a of the Form 55002018-01-01111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01220
Total of all active and inactive participants2018-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01332
Number of participants with account balances2018-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01317
Total number of active participants reported on line 7a of the Form 55002017-01-01104
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01216
Total of all active and inactive participants2017-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01320
Number of participants with account balances2017-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01295
Total number of active participants reported on line 7a of the Form 55002016-01-01114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01203
Total of all active and inactive participants2016-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01317
Number of participants with account balances2016-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01288
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01183
Total of all active and inactive participants2015-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01295
Number of participants with account balances2015-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01278
Total number of active participants reported on line 7a of the Form 55002014-01-0199
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01189
Total of all active and inactive participants2014-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01288
Number of participants with account balances2014-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01162
Total number of active participants reported on line 7a of the Form 55002013-01-0196
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01182
Total of all active and inactive participants2013-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01278
Number of participants with account balances2013-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-01129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01162
Number of participants with account balances2012-01-01162
2011: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0193
Total number of active participants reported on line 7a of the Form 55002011-01-0193
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01114
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-0189
Total number of active participants reported on line 7a of the Form 55002010-09-0171
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-0119
Total of all active and inactive participants2010-09-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-0190
Number of participants with account balances2010-09-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-0189
Total number of active participants reported on line 7a of the Form 55002009-09-0171
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0119
Total of all active and inactive participants2009-09-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-0190
Number of participants with account balances2009-09-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN

Measure Date Value
2022 : THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-2,988,345
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$945,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$922,779
Expenses. Certain deemed distributions of participant loans2022-12-31$8,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,513,024
Value of total assets at end of year2022-12-31$25,383,197
Value of total assets at beginning of year2022-12-31$29,317,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,288
Total interest from all sources2022-12-31$126,750
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$296,399
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$296,399
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$745,860
Participant contributions at end of year2022-12-31$69,715
Participant contributions at beginning of year2022-12-31$91,249
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$94,770
Other income not declared elsewhere2022-12-31$46,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,933,996
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,383,197
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,317,193
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$21,999,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,130,901
Interest on participant loans2022-12-31$3,703
Interest earned on other investments2022-12-31$123,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,314,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,095,043
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$169,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,971,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$672,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$753,109
Contract administrator fees2022-12-31$14,288
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$5,431,827
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,637,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,612,651
Expenses. Certain deemed distributions of participant loans2021-12-31$24,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,807,920
Value of total assets at end of year2021-12-31$29,317,193
Value of total assets at beginning of year2021-12-31$25,522,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$445
Total interest from all sources2021-12-31$104,628
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$183,727
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$183,727
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$693,648
Participant contributions at end of year2021-12-31$91,249
Participant contributions at beginning of year2021-12-31$24,650
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$483,985
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$3,794,313
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,317,193
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,522,880
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$26,130,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,472,909
Interest on participant loans2021-12-31$3,328
Interest earned on other investments2021-12-31$101,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,095,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,025,321
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$19,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,335,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$630,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,592,769
Contract administrator fees2021-12-31$445
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,767,385
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,180,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,179,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,369,534
Value of total assets at end of year2020-12-31$25,522,880
Value of total assets at beginning of year2020-12-31$21,936,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,153
Total interest from all sources2020-12-31$111,792
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$679,824
Participant contributions at end of year2020-12-31$24,650
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$55,183
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$3,586,722
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,522,880
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,936,158
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,472,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,937,709
Interest on participant loans2020-12-31$121
Interest earned on other investments2020-12-31$111,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,025,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,998,449
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$70,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,286,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$634,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,108,564
Contract administrator fees2020-12-31$1,153
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$4,756,483
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$783,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$783,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,210,722
Value of total assets at end of year2019-12-31$21,936,158
Value of total assets at beginning of year2019-12-31$17,963,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$106,942
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$600,131
Amount contributed by the employer to the plan for this plan year2019-12-31$600,131
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$601,369
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,222
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$3,973,116
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,936,158
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,963,042
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$18,937,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,181,572
Interest earned on other investments2019-12-31$106,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,998,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,781,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,438,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$600,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$783,367
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$274,492
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$710,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$710,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,271,891
Value of total assets at end of year2018-12-31$17,963,042
Value of total assets at beginning of year2018-12-31$18,399,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$105,061
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$600,449
Amount contributed by the employer to the plan for this plan year2018-12-31$600,449
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$616,275
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$55,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-436,494
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,963,042
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,399,536
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$15,181,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,655,187
Interest earned on other investments2018-12-31$105,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,781,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,744,349
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$131,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,102,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$600,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$579,873
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ARMANINO LLP
Accountancy firm EIN2018-12-31946214841
2017 : THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$3,483,646
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$968,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$968,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,136,116
Value of total assets at end of year2017-12-31$18,399,536
Value of total assets at beginning of year2017-12-31$15,884,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$97,827
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$557,974
Amount contributed by the employer to the plan for this plan year2017-12-31$557,974
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$572,078
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,064
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$2,515,518
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,399,536
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,884,018
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$15,655,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,372,280
Interest earned on other investments2017-12-31$97,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,744,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,511,738
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$6,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,249,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$557,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$961,955
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ARMANINO LLP
Accountancy firm EIN2017-12-31946214841
2016 : THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$2,001,784
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$681,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$681,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,124,526
Value of total assets at end of year2016-12-31$15,884,018
Value of total assets at beginning of year2016-12-31$14,563,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$101,931
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$532,734
Amount contributed by the employer to the plan for this plan year2016-12-31$532,734
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$587,073
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,719
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$1,320,681
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,884,018
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,563,337
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$13,372,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,106,953
Interest earned on other investments2016-12-31$101,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,511,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,456,384
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$24,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$775,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$532,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$656,410
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ARMANINO LLP
Accountancy firm EIN2016-12-31946214841
2015 : THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,182,435
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$522,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$522,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,091,734
Value of total assets at end of year2015-12-31$14,563,337
Value of total assets at beginning of year2015-12-31$13,903,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$90,403
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$499,385
Amount contributed by the employer to the plan for this plan year2015-12-31$499,385
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$561,035
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$31,314
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$659,585
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,563,337
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,903,752
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$12,106,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,553,735
Interest earned on other investments2015-12-31$90,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,456,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,350,017
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$10,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$499,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$512,541
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ARMANINO LLP
Accountancy firm EIN2015-12-31946214841
2014 : THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$1,799,646
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$685,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$685,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$983,104
Value of total assets at end of year2014-12-31$13,903,752
Value of total assets at beginning of year2014-12-31$12,789,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$89,395
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$452,918
Amount contributed by the employer to the plan for this plan year2014-12-31$452,918
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$516,659
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,527
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$1,114,238
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,903,752
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,789,514
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$11,553,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,552,623
Interest earned on other investments2014-12-31$89,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,350,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,236,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$727,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$452,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$685,408
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ARMANINO LLP
Accountancy firm EIN2014-12-31946214841
2013 : THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$2,701,454
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$170,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$170,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$937,759
Value of total assets at end of year2013-12-31$12,789,514
Value of total assets at beginning of year2013-12-31$10,258,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$84,073
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$416,021
Amount contributed by the employer to the plan for this plan year2013-12-31$416,021
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$510,139
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,599
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$2,530,726
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,789,514
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,258,788
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$10,552,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,166,465
Interest earned on other investments2013-12-31$84,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,236,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,092,323
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$52,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,679,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$416,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$117,918
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ARMANINO LLP
Accountancy firm EIN2013-12-31946214841
2012 : THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$1,899,210
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$859,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$859,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$900,323
Value of total assets at end of year2012-12-31$10,258,789
Value of total assets at beginning of year2012-12-31$9,219,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$80,910
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$401,375
Amount contributed by the employer to the plan for this plan year2012-12-31$401,375
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$498,948
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$1,039,384
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,258,789
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,219,405
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$8,166,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,120,837
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest earned on other investments2012-12-31$80,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,092,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,098,568
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$174,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$917,977
Net investment gain/loss from pooled separate accounts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$401,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$685,002
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ARMANINO LLP
Accountancy firm EIN2012-12-31946214841
2011 : THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,082,892
Expenses. Total of all expenses incurred2011-12-31$361,487
Benefits paid (including direct rollovers)2011-12-31$361,165
Total plan assets at end of year2011-12-31$9,219,404
Total plan assets at beginning of year2011-12-31$8,497,999
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$541,249
Expenses. Other expenses not covered elsewhere2011-12-31$322
Contributions received from other sources (not participants or employers)2011-12-31$89,197
Other income received2011-12-31$31,092
Net income (gross income less expenses)2011-12-31$721,405
Net plan assets at end of year (total assets less liabilities)2011-12-31$9,219,404
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,497,999
Assets. Value of participant loans2011-12-31$12,792
Total contributions received or receivable from employer(s)2011-12-31$421,354
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$986,290
Expenses. Total of all expenses incurred2010-12-31$61,251
Benefits paid (including direct rollovers)2010-12-31$60,584
Total plan assets at end of year2010-12-31$8,497,999
Total plan assets at beginning of year2010-12-31$7,572,960
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$123,611
Expenses. Other expenses not covered elsewhere2010-12-31$667
Contributions received from other sources (not participants or employers)2010-12-31$14,646
Other income received2010-12-31$754,449
Net income (gross income less expenses)2010-12-31$925,039
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,497,999
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,572,960
Total contributions received or receivable from employer(s)2010-12-31$93,584
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN

2022: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2011: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: THE ARCHER SCHOOL FOR GIRLS DC RETIREMENT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348296
Policy instance 1
Insurance contract or identification number348296
Number of Individuals Covered308
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 number348296
Policy instance 1
Insurance contract or identification number348296
Number of Individuals Covered327
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348296
Policy instance 1
Insurance contract or identification number348296
Number of Individuals Covered332
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348296
Policy instance 1
Insurance contract or identification number348296
Number of Individuals Covered339
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348296
Policy instance 1
Insurance contract or identification number348296
Number of Individuals Covered331
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 number348296
Policy instance 1
Insurance contract or identification number348296
Number of Individuals Covered320
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348296
Policy instance 1
Insurance contract or identification number348296
Number of Individuals Covered295
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 number348296
Policy instance 1
Insurance contract or identification number348296
Number of Individuals Covered289
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 number348296
Policy instance 1
Insurance contract or identification number348296
Number of Individuals Covered278
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number348296
Policy instance 1
Insurance contract or identification number348296
Number of Individuals Covered162
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number348296
Policy instance 1
Insurance contract or identification number348296
Number of Individuals Covered114
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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