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CALHOUN SCHOOL 403(B) DC PLAN 401k Plan overview

Plan NameCALHOUN SCHOOL 403(B) DC PLAN
Plan identification number 001

CALHOUN SCHOOL 403(B) DC PLAN 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:CALHOUN SCHOOL
Employer identification number (EIN):131623919
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALHOUN SCHOOL 403(B) DC 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
0012017-01-01BRENDAN DOYLE
0012016-01-01BRENDAN DOYLE
0012015-01-01BRENDAN DOYLE
0012014-01-01BRENDAN DOYLE
0012013-01-01BRENDAN DOYLE
0012012-01-01BRENDAN DOYLE
0012011-01-01BRENDAN DOYLE
0012010-01-01BRENDAN DOYLE
0012009-01-01BRENDAN DOYLE

Plan Statistics for CALHOUN SCHOOL 403(B) DC PLAN

401k plan membership statisitcs for CALHOUN SCHOOL 403(B) DC PLAN

Measure Date Value
2022: CALHOUN SCHOOL 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01393
Total number of active participants reported on line 7a of the Form 55002022-01-01195
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01208
Total of all active and inactive participants2022-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01410
Number of participants with account balances2022-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CALHOUN SCHOOL 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01388
Total number of active participants reported on line 7a of the Form 55002021-01-01174
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01214
Total of all active and inactive participants2021-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01393
Number of participants with account balances2021-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CALHOUN SCHOOL 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01415
Total number of active participants reported on line 7a of the Form 55002020-01-01209
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01204
Total of all active and inactive participants2020-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01414
Number of participants with account balances2020-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALHOUN SCHOOL 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01417
Total number of active participants reported on line 7a of the Form 55002019-01-01209
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01207
Total of all active and inactive participants2019-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01416
Number of participants with account balances2019-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALHOUN SCHOOL 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01399
Total number of active participants reported on line 7a of the Form 55002018-01-01213
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01202
Total of all active and inactive participants2018-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01415
Number of participants with account balances2018-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALHOUN SCHOOL 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01401
Total number of active participants reported on line 7a of the Form 55002017-01-01200
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01202
Total of all active and inactive participants2017-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01402
Number of participants with account balances2017-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALHOUN SCHOOL 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01389
Total number of active participants reported on line 7a of the Form 55002016-01-01181
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01217
Total of all active and inactive participants2016-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01398
Number of participants with account balances2016-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALHOUN SCHOOL 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01397
Total number of active participants reported on line 7a of the Form 55002015-01-01181
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01208
Total of all active and inactive participants2015-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01389
Number of participants with account balances2015-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CALHOUN SCHOOL 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01396
Total number of active participants reported on line 7a of the Form 55002014-01-01189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01207
Total of all active and inactive participants2014-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01397
Number of participants with account balances2014-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CALHOUN SCHOOL 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01403
Total number of active participants reported on line 7a of the Form 55002013-01-01185
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01210
Total of all active and inactive participants2013-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01396
Number of participants with account balances2013-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CALHOUN SCHOOL 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01400
Total number of active participants reported on line 7a of the Form 55002012-01-01196
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01206
Total of all active and inactive participants2012-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01403
Number of participants with account balances2012-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CALHOUN SCHOOL 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01322
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-01192
Total of all active and inactive participants2011-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01334
Number of participants with account balances2011-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CALHOUN SCHOOL 403(B) DC PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01309
Total number of active participants reported on line 7a of the Form 55002010-01-01124
Number of retired or separated participants receiving benefits2010-01-0130
Number of other retired or separated participants entitled to future benefits2010-01-01167
Total of all active and inactive participants2010-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01322
Number of participants with account balances2010-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CALHOUN SCHOOL 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01336
Total number of active participants reported on line 7a of the Form 55002009-01-01309
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01339
Number of participants with account balances2009-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CALHOUN SCHOOL 403(B) DC PLAN

Measure Date Value
2022 : CALHOUN SCHOOL 403(B) DC 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$6,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,390
Total income from all sources (including contributions)2022-12-31$-5,896,747
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,549,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,549,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,416,492
Value of total assets at end of year2022-12-31$55,433,430
Value of total assets at beginning of year2022-12-31$62,875,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$587,083
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$1,000,000
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$1,175,022
Participant contributions at end of year2022-12-31$14,238
Participant contributions at beginning of year2022-12-31$785
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$51,462
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$340,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$6,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,446,731
Value of net assets at end of year (total assets less liabilities)2022-12-31$55,427,394
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$62,874,125
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$37,132,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$45,240,310
Value of interest in pooled separate accounts at end of year2022-12-31$3,017,542
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,773,684
Interest on participant loans2022-12-31$427
Interest earned on other investments2022-12-31$586,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,269,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,769,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,128,392
Net investment gain/loss from pooled separate accounts2022-12-31$228,070
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$901,424
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$39,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,549,984
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 name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : CALHOUN SCHOOL 403(B) DC PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$10,356,766
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,390
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$8,218,032
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,151,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,151,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,926,100
Value of total assets at end of year2021-12-31$62,875,515
Value of total assets at beginning of year2021-12-31$47,451,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$403,792
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$965,676
Participant contributions at end of year2021-12-31$785
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$51,462
Participant contributions at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,066,321
Value of net assets at end of year (total assets less liabilities)2021-12-31$62,874,125
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$47,451,038
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$45,240,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,785,061
Value of interest in pooled separate accounts at end of year2021-12-31$2,773,684
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,922,411
Interest earned on other investments2021-12-31$403,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,769,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,743,566
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$161,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,547,449
Net investment gain/loss from pooled separate accounts2021-12-31$340,691
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$960,424
Employer contributions (assets) at end of year2021-12-31$39,465
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,990,595
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 name2021-12-31EISNERAMPER LLP
Accountancy firm EIN2021-12-31871363769
2020 : CALHOUN SCHOOL 403(B) DC 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$7,975,993
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,020,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,020,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,963,316
Value of total assets at end of year2020-12-31$47,451,038
Value of total assets at beginning of year2020-12-31$42,495,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$469,699
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$1,000,000
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$976,445
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,295
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$4,955,740
Value of net assets at end of year (total assets less liabilities)2020-12-31$47,451,038
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,495,298
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$33,785,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,446,799
Value of interest in pooled separate accounts at end of year2020-12-31$1,922,411
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,096,573
Interest earned on other investments2020-12-31$469,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,743,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,951,926
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$776,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,561,318
Net investment gain/loss from pooled separate accounts2020-12-31$-18,340
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$971,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,243,785
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 name2020-12-31EISNERAMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : CALHOUN SCHOOL 403(B) DC 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$8,087,657
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,765,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,765,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,919,980
Value of total assets at end of year2019-12-31$42,495,298
Value of total assets at beginning of year2019-12-31$36,173,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$459,945
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$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$956,538
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,097
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$6,322,042
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,495,298
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,173,256
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$28,446,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,828,020
Value of interest in pooled separate accounts at end of year2019-12-31$2,096,573
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,852,792
Interest earned on other investments2019-12-31$459,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,951,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,492,444
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$267,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,605,231
Net investment gain/loss from pooled separate accounts2019-12-31$102,501
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$952,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,498,377
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 name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
2018 : CALHOUN SCHOOL 403(B) DC 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$666,964
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,898,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,898,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,878,232
Value of total assets at end of year2018-12-31$36,173,256
Value of total assets at beginning of year2018-12-31$37,405,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$466,147
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$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$939,786
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,232,010
Value of net assets at end of year (total assets less liabilities)2018-12-31$36,173,256
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,405,266
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$22,828,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,343,499
Value of interest in pooled separate accounts at end of year2018-12-31$1,852,792
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,855,227
Interest earned on other investments2018-12-31$466,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,492,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,206,540
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$188,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,764,740
Net investment gain/loss from pooled separate accounts2018-12-31$87,325
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$935,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,709,988
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 name2018-12-31EISNERAMPER LLP
Accountancy firm EIN2018-12-31131639826
2017 : CALHOUN SCHOOL 403(B) DC 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$6,491,044
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,639,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,639,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,925,386
Value of total assets at end of year2017-12-31$37,405,266
Value of total assets at beginning of year2017-12-31$32,553,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$437,918
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$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$940,937
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$47,316
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$4,851,783
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,405,266
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,553,483
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$24,343,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,950,343
Value of interest in pooled separate accounts at end of year2017-12-31$1,855,227
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,984,476
Interest earned on other investments2017-12-31$437,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,206,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,618,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,044,688
Net investment gain/loss from pooled separate accounts2017-12-31$83,052
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$937,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,639,261
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 name2017-12-31EISNERAMPER LLP
Accountancy firm EIN2017-12-31131639826
2016 : CALHOUN SCHOOL 403(B) DC 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$3,850,313
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$896,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$896,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,115,521
Value of total assets at end of year2016-12-31$32,553,483
Value of total assets at beginning of year2016-12-31$29,599,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$431,939
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$945,747
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$228,347
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$2,954,302
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,553,483
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,599,181
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$19,950,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,674,125
Value of interest in pooled separate accounts at end of year2016-12-31$1,984,476
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,675,606
Interest earned on other investments2016-12-31$431,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,618,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,249,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,211,859
Net investment gain/loss from pooled separate accounts2016-12-31$90,994
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$941,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$896,011
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 name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826
2015 : CALHOUN SCHOOL 403(B) DC 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$2,383,843
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,380,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,380,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,888,095
Value of total assets at end of year2015-12-31$29,599,181
Value of total assets at beginning of year2015-12-31$28,595,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$372,425
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$929,649
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,003,538
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,599,181
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,595,643
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$18,674,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,513,427
Value of interest in pooled separate accounts at end of year2015-12-31$1,675,606
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,291,243
Interest earned on other investments2015-12-31$372,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,249,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,790,973
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$224,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$8,453
Net investment gain/loss from pooled separate accounts2015-12-31$114,870
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$925,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,156,195
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 name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : CALHOUN SCHOOL 403(B) DC 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$3,658,457
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,528,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,528,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,008,636
Value of total assets at end of year2014-12-31$28,595,643
Value of total assets at beginning of year2014-12-31$26,465,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$368,418
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$851,742
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$304,847
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$2,130,109
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,595,643
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,465,534
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$18,513,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,050,762
Value of interest in pooled separate accounts at end of year2014-12-31$1,291,243
Value of interest in pooled separate accounts at beginning of year2014-12-31$973,252
Interest earned on other investments2014-12-31$368,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,790,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,441,520
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$250,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,154,830
Net investment gain/loss from pooled separate accounts2014-12-31$126,573
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$852,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,278,318
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 name2014-12-31EISNERAMPER LLP
Accountancy firm EIN2014-12-31131639826
2013 : CALHOUN SCHOOL 403(B) DC 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$4,938,564
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$402,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$402,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,616,202
Value of total assets at end of year2013-12-31$26,465,534
Value of total assets at beginning of year2013-12-31$21,929,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$341,091
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$808,080
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$4,536,497
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,465,534
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,929,037
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$17,050,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,183,782
Value of interest in pooled separate accounts at end of year2013-12-31$973,252
Value of interest in pooled separate accounts at beginning of year2013-12-31$746,685
Interest earned on other investments2013-12-31$341,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,441,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,998,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,902,395
Net investment gain/loss from pooled separate accounts2013-12-31$78,876
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$808,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$402,067
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 name2013-12-31EISNERAMPER LLP
Accountancy firm EIN2013-12-31131639826
2012 : CALHOUN SCHOOL 403(B) DC 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$3,408,335
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$865,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$865,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,528,492
Value of total assets at end of year2012-12-31$21,929,037
Value of total assets at beginning of year2012-12-31$19,386,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$310,856
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$712,337
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$103,657
Other income not declared elsewhere2012-12-31$12
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$2,542,770
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,929,037
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,386,267
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$13,183,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,989,283
Value of interest in pooled separate accounts at end of year2012-12-31$746,685
Value of interest in pooled separate accounts at beginning of year2012-12-31$587,242
Interest earned on other investments2012-12-31$310,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,998,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,809,742
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$339,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,505,998
Net investment gain/loss from pooled separate accounts2012-12-31$62,977
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$712,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$525,611
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 name2012-12-31EISNERAMPER LLP
Accountancy firm EIN2012-12-31131639826
2011 : CALHOUN SCHOOL 403(B) DC PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,530,695
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$576,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$576,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,382,667
Value of total assets at end of year2011-12-31$19,386,267
Value of total assets at beginning of year2011-12-31$18,431,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$307,114
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$642,512
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$97,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$954,410
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,386,267
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,431,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,989,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,710,315
Value of interest in pooled separate accounts at end of year2011-12-31$587,242
Value of interest in pooled separate accounts at beginning of year2011-12-31$443,644
Interest earned on other investments2011-12-31$307,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,809,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,277,898
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$573,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-220,702
Net investment gain/loss from pooled separate accounts2011-12-31$61,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$642,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,430
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EISNERAMPER LLP
Accountancy firm EIN2011-12-31131639826
2010 : CALHOUN SCHOOL 403(B) DC PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,735,220
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$675,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$675,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,274,819
Value of total assets at end of year2010-12-31$18,431,857
Value of total assets at beginning of year2010-12-31$16,372,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$274,919
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$627,135
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$26,843
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$20,530
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$2,059,402
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,431,857
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,372,455
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$10,710,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,088,674
Value of interest in pooled separate accounts at end of year2010-12-31$443,644
Value of interest in pooled separate accounts at beginning of year2010-12-31$329,700
Interest earned on other investments2010-12-31$274,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,277,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,900,395
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$114,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,135,067
Net investment gain/loss from pooled separate accounts2010-12-31$50,415
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$627,154
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$26,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$561,624
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EISNERAMPER LLP
Accountancy firm EIN2010-12-31131639826
2009 : CALHOUN SCHOOL 403(B) DC PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALHOUN SCHOOL 403(B) DC PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357431
Policy instance 1
Insurance contract or identification number357431
Number of Individuals Covered387
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 number357431
Policy instance 1
Insurance contract or identification number357431
Number of Individuals Covered380
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 number357431
Policy instance 1
Insurance contract or identification number357431
Number of Individuals Covered386
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 number357431
Policy instance 1
Insurance contract or identification number357431
Number of Individuals Covered388
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 number357431
Policy instance 1
Insurance contract or identification number357431
Number of Individuals Covered388
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 number357431
Policy instance 1
Insurance contract or identification number357431
Number of Individuals Covered372
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 number357431
Policy instance 1
Insurance contract or identification number357431
Number of Individuals Covered361
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 number357431
Policy instance 1
Insurance contract or identification number357431
Number of Individuals Covered356
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 number357431
Policy instance 1
Insurance contract or identification number357431
Number of Individuals Covered356
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 number357431
Policy instance 1
Insurance contract or identification number357431
Number of Individuals Covered346
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 number357431
Policy instance 1
Insurance contract or identification number357431
Number of Individuals Covered339
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number357431
Policy instance 1
Insurance contract or identification number357431
Number of Individuals Covered323
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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