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TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 401k Plan overview

Plan NameTIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY
Plan identification number 001

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

BRIDGTON ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:BRIDGTON ACADEMY
Employer identification number (EIN):010221344
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ARES MICHAELIDES2023-10-14
0012021-01-01ARES MICHAELIDES2022-09-30
0012020-01-01ARES MICHAELIDES2021-09-08
0012019-01-01
0012018-01-01
0012017-01-01MARK GOODWIN MARK GOODWIN2018-09-26
0012016-01-01MARK GOODWIN MARK GOODWIN2017-10-06
0012015-01-01MARK GOODWIN2016-06-17 MARK GOODWIN2016-06-17
0012014-01-01MARK GOODWIN2016-04-12 MARK GOODWIN2016-04-12
0012013-01-01
0012012-01-01HELEN TELFER2013-05-13
0012011-01-01BILL CLARK2012-10-12
0012010-01-01BILL CLARK2012-10-12

Plan Statistics for TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY

401k plan membership statisitcs for TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY

Measure Date Value
2022: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2022 401k membership
Total participants, beginning-of-year2022-01-01107
Total number of active participants reported on line 7a of the Form 55002022-01-0158
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01108
Number of participants with account balances2022-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2021 401k membership
Total participants, beginning-of-year2021-01-01101
Total number of active participants reported on line 7a of the Form 55002021-01-0161
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01107
Number of participants with account balances2021-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2020 401k membership
Total participants, beginning-of-year2020-01-01100
Total number of active participants reported on line 7a of the Form 55002020-01-0155
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01101
Number of participants with account balances2020-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2019 401k membership
Total participants, beginning-of-year2019-01-01109
Total number of active participants reported on line 7a of the Form 55002019-01-0154
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0146
Total of all active and inactive participants2019-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01100
Number of participants with account balances2019-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2018 401k membership
Total participants, beginning-of-year2018-01-01108
Total number of active participants reported on line 7a of the Form 55002018-01-0158
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01109
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2017 401k membership
Total participants, beginning-of-year2017-01-01121
Total number of active participants reported on line 7a of the Form 55002017-01-0159
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01108
Total participants2017-01-01108
Number of participants with account balances2017-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2016 401k membership
Total participants, beginning-of-year2016-01-01125
Total number of active participants reported on line 7a of the Form 55002016-01-0177
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01125
Number of participants with account balances2016-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY

Measure Date Value
2022 : TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-468,574
Total of all expenses incurred2022-12-31$238,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$224,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$319,584
Value of total assets at end of year2022-12-31$5,900,118
Value of total assets at beginning of year2022-12-31$6,607,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$206,788
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$30,828
Other income not declared elsewhere2022-12-31$90,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-707,098
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,900,118
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,607,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,643,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,127,662
Value of interest in pooled separate accounts at end of year2022-12-31$2,488,067
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,782,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,768,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,696,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-389,067
Net investment gain/loss from pooled separate accounts2022-12-31$-489,684
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$81,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$224,223
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PURDY POWERS & COMPANY
Accountancy firm EIN2022-12-31010463013
2021 : TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$952,045
Total of all expenses incurred2021-12-31$307,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$292,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$179,901
Value of total assets at end of year2021-12-31$6,607,216
Value of total assets at beginning of year2021-12-31$5,963,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,135
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$151,252
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,026
Other income not declared elsewhere2021-12-31$80,548
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$644,049
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,607,216
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,963,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,127,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,991,900
Value of interest in pooled separate accounts at end of year2021-12-31$2,782,735
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,395,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,696,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,575,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$353,307
Net investment gain/loss from pooled separate accounts2021-12-31$338,289
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$26,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$292,861
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PURDY POWERS & COMPANY
Accountancy firm EIN2021-12-31010463013
2020 : TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$864,278
Total of all expenses incurred2020-12-31$315,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$303,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$195,392
Value of total assets at end of year2020-12-31$5,963,167
Value of total assets at beginning of year2020-12-31$5,414,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,493
Total interest from all sources2020-12-31$96
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$500,000
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$126,588
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$5,362
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,016
Other income not declared elsewhere2020-12-31$62,172
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$548,898
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,963,167
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,414,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$11,493
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,991,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,772,367
Value of interest in pooled separate accounts at end of year2020-12-31$2,395,436
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,053,981
Interest on participant loans2020-12-31$96
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,575,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,582,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$325,348
Net investment gain/loss from pooled separate accounts2020-12-31$281,270
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$66,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$303,887
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 name2020-12-31PURDY POWERS & COMPANY
Accountancy firm EIN2020-12-31010463013
2019 : TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,043,021
Total of all expenses incurred2019-12-31$406,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$395,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$223,163
Value of total assets at end of year2019-12-31$5,414,269
Value of total assets at beginning of year2019-12-31$4,777,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,313
Total interest from all sources2019-12-31$653
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$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$133,226
Participant contributions at end of year2019-12-31$5,362
Participant contributions at beginning of year2019-12-31$18,498
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,106
Other income not declared elsewhere2019-12-31$62,249
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$636,704
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,414,269
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,777,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,772,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,519,585
Value of interest in pooled separate accounts at end of year2019-12-31$2,053,981
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,637,971
Interest on participant loans2019-12-31$653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,582,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,601,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$387,923
Net investment gain/loss from pooled separate accounts2019-12-31$369,033
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$80,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$395,004
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 name2019-12-31PURDY POWERS & COMPANY
Accountancy firm EIN2019-12-31010463013
2018 : TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$37,911
Total of all expenses incurred2018-12-31$432,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$423,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$230,122
Value of total assets at end of year2018-12-31$4,777,565
Value of total assets at beginning of year2018-12-31$5,172,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,971
Total interest from all sources2018-12-31$957
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$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$122,905
Participant contributions at end of year2018-12-31$18,498
Participant contributions at beginning of year2018-12-31$26,170
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,879
Other income not declared elsewhere2018-12-31$67,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-394,830
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,777,565
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,172,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$8,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,519,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,148,027
Value of interest in pooled separate accounts at end of year2018-12-31$1,637,971
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,348,732
Interest on participant loans2018-12-31$957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,601,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,649,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-138,461
Net investment gain/loss from pooled separate accounts2018-12-31$-121,901
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$76,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$423,770
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 name2018-12-31PURDY POWERS & COMPANY
Accountancy firm EIN2018-12-31010463013
2017 : TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$814,869
Total of all expenses incurred2017-12-31$249,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$242,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$184,304
Value of total assets at end of year2017-12-31$5,172,395
Value of total assets at beginning of year2017-12-31$4,606,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,530
Total interest from all sources2017-12-31$68,619
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$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$89,712
Participant contributions at end of year2017-12-31$26,170
Participant contributions at beginning of year2017-12-31$23,963
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,731
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$565,665
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,172,395
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,606,730
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$2,148,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,832,417
Value of interest in pooled separate accounts at end of year2017-12-31$1,348,732
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,064,767
Interest on participant loans2017-12-31$953
Interest earned on other investments2017-12-31$67,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,649,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,685,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$381,687
Net investment gain/loss from pooled separate accounts2017-12-31$180,259
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$68,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$242,674
Contract administrator fees2017-12-31$6,530
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 name2017-12-31RUNYON KERSTEEN OUELLETTE, P.A.
Accountancy firm EIN2017-12-31010440155
2016 : TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$449,360
Total of all expenses incurred2016-12-31$276,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$270,698
Value of total corrective distributions2016-12-31$486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$179,174
Value of total assets at end of year2016-12-31$4,606,730
Value of total assets at beginning of year2016-12-31$4,433,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,912
Total interest from all sources2016-12-31$76,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$4,912
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$450,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$87,649
Participant contributions at end of year2016-12-31$23,963
Participant contributions at beginning of year2016-12-31$29,789
Participant contributions at beginning of year2016-12-31$3,523
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,274
Other income not declared elsewhere2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$173,264
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,606,730
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,433,466
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$1,832,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,927,004
Value of interest in pooled separate accounts at end of year2016-12-31$1,064,767
Value of interest in pooled separate accounts at beginning of year2016-12-31$766,627
Interest on participant loans2016-12-31$1,192
Interest earned on other investments2016-12-31$75,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,685,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,703,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$128,414
Net investment gain/loss from pooled separate accounts2016-12-31$65,560
Net investment gain or loss from common/collective trusts2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$69,251
Employer contributions (assets) at beginning of year2016-12-31$2,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$270,698
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 name2016-12-31RUNYON KERSTEEN OUELLETTE, P.A.
Accountancy firm EIN2016-12-31010440155

Form 5500 Responses for TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY

2022: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BRIDGTON ACADEMY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76440
Policy instance 2
Insurance contract or identification numberG76440
Number of Individuals Covered59
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327836
Policy instance 1
Insurance contract or identification number327836
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76440
Policy instance 2
Insurance contract or identification numberG76440
Number of Individuals Covered56
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number327836
Policy instance 1
Insurance contract or identification number327836
Number of Individuals Covered12
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76440
Policy instance 2
Insurance contract or identification numberG76440
Number of Individuals Covered49
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number327836
Policy instance 1
Insurance contract or identification number327836
Number of Individuals Covered42
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76440
Policy instance 2
Insurance contract or identification numberG76440
Number of Individuals Covered49
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327836
Policy instance 1
Insurance contract or identification number327836
Number of Individuals Covered42
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76440
Policy instance 2
Insurance contract or identification numberG76440
Number of Individuals Covered54
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327836
Policy instance 1
Insurance contract or identification number327836
Number of Individuals Covered48
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76440
Policy instance 2
Insurance contract or identification numberG76440
Number of Individuals Covered47
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327836
Policy instance 1
Insurance contract or identification number327836
Number of Individuals Covered48
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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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