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WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 401k Plan overview

Plan NameWESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056
Plan identification number 002

WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

WESTBURY FRIENDS SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:WESTBURY FRIENDS SCHOOL
Employer identification number (EIN):111847129
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MICHAEL MASCARI EVE NEALY2018-07-23
0022016-01-01MICHAEL MASCARI EVE NEALY2017-07-19
0022015-01-01ELIZABETH ENLOE ELIZABETH ENLOE2016-08-02
0022014-01-01MICHAEL MASCARI
0022013-01-01MICHAEL MASCARI
0022012-01-01ELIZABETH ENLOE
0022011-01-01ELIZABETH ENLOE
0022010-01-01ELIZABETH ENLOE
0022009-01-01VICTORIA PRESTON

Plan Statistics for WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056

401k plan membership statisitcs for WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056

Measure Date Value
2022: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-015
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-015
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2009 401k membership
Total participants, beginning-of-year2009-01-015

Financial Data on WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056

Measure Date Value
2022 : WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2022 401k financial data
Total income from all sources2022-12-31$2,525
Expenses. Total of all expenses incurred2022-12-31$3,201
Benefits paid (including direct rollovers)2022-12-31$3,201
Total plan assets at end of year2022-12-31$122,282
Total plan assets at beginning of year2022-12-31$122,958
Other income received2022-12-31$2,525
Net income (gross income less expenses)2022-12-31$-676
Net plan assets at end of year (total assets less liabilities)2022-12-31$122,282
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$122,958
2021 : WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2021 401k financial data
Total income from all sources2021-12-31$9,854
Expenses. Total of all expenses incurred2021-12-31$2,016
Benefits paid (including direct rollovers)2021-12-31$2,016
Total plan assets at end of year2021-12-31$122,958
Total plan assets at beginning of year2021-12-31$115,120
Other income received2021-12-31$9,854
Net income (gross income less expenses)2021-12-31$7,838
Net plan assets at end of year (total assets less liabilities)2021-12-31$122,958
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$115,120
2020 : WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2020 401k financial data
Total income from all sources2020-12-31$10,860
Expenses. Total of all expenses incurred2020-12-31$23,752
Benefits paid (including direct rollovers)2020-12-31$23,752
Total plan assets at end of year2020-12-31$115,120
Total plan assets at beginning of year2020-12-31$128,012
Other income received2020-12-31$10,860
Net income (gross income less expenses)2020-12-31$-12,892
Net plan assets at end of year (total assets less liabilities)2020-12-31$115,120
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$128,012
2019 : WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2019 401k financial data
Total income from all sources2019-12-31$15,289
Expenses. Total of all expenses incurred2019-12-31$31,065
Benefits paid (including direct rollovers)2019-12-31$31,065
Total plan assets at end of year2019-12-31$128,012
Total plan assets at beginning of year2019-12-31$143,788
Other income received2019-12-31$15,289
Net income (gross income less expenses)2019-12-31$-15,776
Net plan assets at end of year (total assets less liabilities)2019-12-31$128,012
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$143,788
2018 : WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2018 401k financial data
Total income from all sources2018-12-31$-1,135
Expenses. Total of all expenses incurred2018-12-31$5,968
Benefits paid (including direct rollovers)2018-12-31$5,968
Total plan assets at end of year2018-12-31$143,788
Total plan assets at beginning of year2018-12-31$150,891
Other income received2018-12-31$-1,135
Net income (gross income less expenses)2018-12-31$-7,103
Net plan assets at end of year (total assets less liabilities)2018-12-31$143,788
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$150,891
2017 : WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2017 401k financial data
Total income from all sources2017-12-31$17,501
Expenses. Total of all expenses incurred2017-12-31$38,729
Benefits paid (including direct rollovers)2017-12-31$38,729
Total plan assets at end of year2017-12-31$150,891
Total plan assets at beginning of year2017-12-31$172,119
Other income received2017-12-31$17,501
Net income (gross income less expenses)2017-12-31$-21,228
Net plan assets at end of year (total assets less liabilities)2017-12-31$150,891
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$172,119
2016 : WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2016 401k financial data
Total income from all sources2016-12-31$8,788
Expenses. Total of all expenses incurred2016-12-31$33,631
Benefits paid (including direct rollovers)2016-12-31$33,631
Total plan assets at end of year2016-12-31$172,119
Total plan assets at beginning of year2016-12-31$196,962
Other income received2016-12-31$8,788
Net income (gross income less expenses)2016-12-31$-24,843
Net plan assets at end of year (total assets less liabilities)2016-12-31$172,119
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$196,962
2015 : WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2015 401k financial data
Total income from all sources2015-12-31$22,838
Expenses. Total of all expenses incurred2015-12-31$61,250
Benefits paid (including direct rollovers)2015-12-31$61,250
Total plan assets at end of year2015-12-31$196,962
Total plan assets at beginning of year2015-12-31$235,374
Total contributions received or receivable from participants2015-12-31$16,500
Other income received2015-12-31$6,338
Net income (gross income less expenses)2015-12-31$-38,412
Net plan assets at end of year (total assets less liabilities)2015-12-31$196,962
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$235,374
2014 : WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2014 401k financial data
Total income from all sources2014-12-31$21,039
Expenses. Total of all expenses incurred2014-12-31$97,453
Benefits paid (including direct rollovers)2014-12-31$97,453
Total plan assets at end of year2014-12-31$235,374
Total plan assets at beginning of year2014-12-31$311,788
Total contributions received or receivable from participants2014-12-31$8,113
Other income received2014-12-31$12,926
Net income (gross income less expenses)2014-12-31$-76,414
Net plan assets at end of year (total assets less liabilities)2014-12-31$235,374
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$311,788
2013 : WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2013 401k financial data
Total income from all sources2013-12-31$51,253
Expenses. Total of all expenses incurred2013-12-31$4,472
Benefits paid (including direct rollovers)2013-12-31$4,472
Total plan assets at end of year2013-12-31$311,788
Total plan assets at beginning of year2013-12-31$265,007
Total contributions received or receivable from participants2013-12-31$21,522
Other income received2013-12-31$29,731
Net income (gross income less expenses)2013-12-31$46,781
Net plan assets at end of year (total assets less liabilities)2013-12-31$311,788
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$265,007
2012 : WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2012 401k financial data
Total income from all sources2012-12-31$47,927
Expenses. Total of all expenses incurred2012-12-31$4,257
Benefits paid (including direct rollovers)2012-12-31$4,257
Total plan assets at end of year2012-12-31$265,007
Total plan assets at beginning of year2012-12-31$221,337
Total contributions received or receivable from participants2012-12-31$30,211
Other income received2012-12-31$17,716
Net income (gross income less expenses)2012-12-31$43,670
Net plan assets at end of year (total assets less liabilities)2012-12-31$265,007
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$221,337
2011 : WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2011 401k financial data
Total income from all sources2011-12-31$33,691
Expenses. Total of all expenses incurred2011-12-31$7,998
Benefits paid (including direct rollovers)2011-12-31$7,998
Total plan assets at end of year2011-12-31$221,337
Total plan assets at beginning of year2011-12-31$195,644
Total contributions received or receivable from participants2011-12-31$27,804
Other income received2011-12-31$5,887
Net income (gross income less expenses)2011-12-31$25,693
Net plan assets at end of year (total assets less liabilities)2011-12-31$221,337
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$195,644
2010 : WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$46,385
Total of all expenses incurred2010-12-31$13,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$34,512
Value of total assets at end of year2010-12-31$195,644
Value of total assets at beginning of year2010-12-31$162,634
Total interest from all sources2010-12-31$3,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$34,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$33,010
Value of net assets at end of year (total assets less liabilities)2010-12-31$195,644
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$162,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$62,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$28,266
Value of interest in pooled separate accounts at end of year2010-12-31$20,954
Value of interest in pooled separate accounts at beginning of year2010-12-31$19,535
Interest earned on other investments2010-12-31$3,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$112,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$114,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,842
Net investment gain/loss from pooled separate accounts2010-12-31$2,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,375
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No

Form 5500 Responses for WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056

2022: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: WESTBURY FRIENDS SCHOOL 403(B) TDA PLAN 367056 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367056
Policy instance 1
Insurance contract or identification number367056
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367056
Policy instance 1
Insurance contract or identification number367056
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367056
Policy instance 1
Insurance contract or identification number367056
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367056
Policy instance 1
Insurance contract or identification number367056
Number of Individuals Covered6
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367056
Policy instance 1
Insurance contract or identification number367056
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367056
Policy instance 1
Insurance contract or identification number367056
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367056
Policy instance 1
Insurance contract or identification number367056
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367056
Policy instance 1
Insurance contract or identification number367056
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367056
Policy instance 1
Insurance contract or identification number367056
Number of Individuals Covered11
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367056
Policy instance 1
Insurance contract or identification number367056
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number367056
Policy instance 1
Insurance contract or identification number367056
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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