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THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTHE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN
Plan identification number 002

THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

AMERICAN INSTITUTE OF PHYSICS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN INSTITUTE OF PHYSICS
Employer identification number (EIN):131667053
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CATHERINE SWARTZ CATHERINE SWARTZ2018-10-15
0022016-01-01CATHERINE SWARTZ
0022015-01-01CATHERINE SWARTZ
0022014-01-01CATHERINE SWARTZ CATHERINE SWARTZ2015-08-18
0022014-01-01CATHERINE SWARTZ
0022013-01-01THERESA BRAUN CATHERINE SWARTZ2014-10-15
0022012-01-01THERESA BRAUN CATHERINE SWARTZ2013-10-15
0022011-01-01RICHARD BACCANTE THERESA BRAUN2012-10-15
0022010-01-01THERESA BRAUN RICHARD BACCANTE2011-10-11
0022009-01-01RICHARD BACCANTE THERESA BRAUN2010-10-15

Plan Statistics for THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01540
Total number of active participants reported on line 7a of the Form 55002022-01-01221
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01312
Total of all active and inactive participants2022-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0118
Total participants2022-01-01551
Number of participants with account balances2022-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01605
Total number of active participants reported on line 7a of the Form 55002021-01-01249
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01291
Total of all active and inactive participants2021-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0120
Total participants2021-01-01560
Number of participants with account balances2021-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01589
Total number of active participants reported on line 7a of the Form 55002020-01-01283
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01324
Total of all active and inactive participants2020-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01608
Number of participants with account balances2020-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01559
Total number of active participants reported on line 7a of the Form 55002019-01-01261
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01327
Total of all active and inactive participants2019-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01589
Number of participants with account balances2019-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01547
Total number of active participants reported on line 7a of the Form 55002018-01-01222
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01337
Total of all active and inactive participants2018-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01559
Number of participants with account balances2018-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01536
Total number of active participants reported on line 7a of the Form 55002017-01-01209
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01339
Total of all active and inactive participants2017-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01548
Number of participants with account balances2017-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01508
Total number of active participants reported on line 7a of the Form 55002016-01-01224
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01312
Total of all active and inactive participants2016-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01536
Number of participants with account balances2016-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01492
Total number of active participants reported on line 7a of the Form 55002015-01-01212
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01295
Total of all active and inactive participants2015-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01508
Number of participants with account balances2015-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01483
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-0190
Number of other retired or separated participants entitled to future benefits2014-01-01280
Total of all active and inactive participants2014-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01490
Total number of active participants reported on line 7a of the Form 55002013-01-01162
Number of retired or separated participants receiving benefits2013-01-0194
Number of other retired or separated participants entitled to future benefits2013-01-01223
Total of all active and inactive participants2013-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01483
Number of participants with account balances2013-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01536
Total number of active participants reported on line 7a of the Form 55002012-01-01160
Number of retired or separated participants receiving benefits2012-01-0189
Number of other retired or separated participants entitled to future benefits2012-01-01235
Total of all active and inactive participants2012-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01490
Number of participants with account balances2012-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01522
Total number of active participants reported on line 7a of the Form 55002011-01-01198
Number of retired or separated participants receiving benefits2011-01-0194
Number of other retired or separated participants entitled to future benefits2011-01-01239
Total of all active and inactive participants2011-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01536
Number of participants with account balances2011-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01538
Total number of active participants reported on line 7a of the Form 55002010-01-01197
Number of retired or separated participants receiving benefits2010-01-0180
Number of other retired or separated participants entitled to future benefits2010-01-01241
Total of all active and inactive participants2010-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01522
Number of participants with account balances2010-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01539
Total number of active participants reported on line 7a of the Form 55002009-01-01239
Number of retired or separated participants receiving benefits2009-01-0156
Number of other retired or separated participants entitled to future benefits2009-01-01240
Total of all active and inactive participants2009-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01538
Number of participants with account balances2009-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,858,874
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,657,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,639,059
Expenses. Certain deemed distributions of participant loans2022-12-31$6,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,521,180
Value of total assets at end of year2022-12-31$61,891,167
Value of total assets at beginning of year2022-12-31$71,407,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,968
Total interest from all sources2022-12-31$542,306
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$439,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$439,147
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$2,010,150
Participant contributions at end of year2022-12-31$107,109
Participant contributions at beginning of year2022-12-31$40,459
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$511,030
Other income not declared elsewhere2022-12-31$89,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,516,685
Value of net assets at end of year (total assets less liabilities)2022-12-31$61,891,167
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$71,407,852
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$41,522,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$52,009,429
Value of interest in pooled separate accounts at end of year2022-12-31$4,240,897
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,959,259
Interest on participant loans2022-12-31$3,056
Interest earned on other investments2022-12-31$539,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$16,020,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$15,398,705
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$125,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,777,484
Net investment gain/loss from pooled separate accounts2022-12-31$326,602
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,513,804
Contract administrator fees2022-12-31$11,968
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BDO
Accountancy firm EIN2022-12-31135381590
2021 : THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,470,122
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,137,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,076,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,931,999
Value of total assets at end of year2021-12-31$71,407,851
Value of total assets at beginning of year2021-12-31$64,075,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,985
Total interest from all sources2021-12-31$471,744
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$668,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$668,780
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,879,773
Participant contributions at end of year2021-12-31$40,459
Participant contributions at beginning of year2021-12-31$12,092
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$52,226
Other income not declared elsewhere2021-12-31$106,016
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$7,332,723
Value of net assets at end of year (total assets less liabilities)2021-12-31$71,407,851
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$64,075,128
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$52,009,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$45,348,235
Value of interest in pooled separate accounts at end of year2021-12-31$3,959,258
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,299,929
Interest on participant loans2021-12-31$1,284
Interest earned on other investments2021-12-31$470,460
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$15,398,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$15,414,872
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,691,126
Net investment gain/loss from pooled separate accounts2021-12-31$600,457
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,073,019
Contract administrator fees2021-12-31$60,985
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO
Accountancy firm EIN2021-12-31135381590
2020 : THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY 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$10,067,595
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,997,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,977,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,130,933
Value of total assets at end of year2020-12-31$64,075,128
Value of total assets at beginning of year2020-12-31$56,004,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,700
Total interest from all sources2020-12-31$493,810
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$284,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$284,080
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,829,916
Participant contributions at end of year2020-12-31$12,092
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$301,017
Other income not declared elsewhere2020-12-31$83,047
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$8,070,547
Value of net assets at end of year (total assets less liabilities)2020-12-31$64,075,128
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$56,004,581
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$45,348,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$37,953,515
Value of interest in pooled separate accounts at end of year2020-12-31$3,299,929
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,524,137
Interest on participant loans2020-12-31$112
Interest earned on other investments2020-12-31$493,698
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$15,414,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$14,526,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,106,191
Net investment gain/loss from pooled separate accounts2020-12-31$-30,466
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,977,348
Contract administrator fees2020-12-31$19,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31BDO
Accountancy firm EIN2020-12-31135381590
2019 : THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY 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$10,350,136
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,336,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,328,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,071,365
Value of total assets at end of year2019-12-31$56,004,581
Value of total assets at beginning of year2019-12-31$47,991,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,620
Total interest from all sources2019-12-31$478,216
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$135,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$135,375
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,887,117
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$184,248
Other income not declared elsewhere2019-12-31$12,584
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$8,013,489
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,004,581
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,991,092
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$37,953,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,805,159
Value of interest in pooled separate accounts at end of year2019-12-31$3,524,137
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,332,385
Interest on participant loans2019-12-31$12
Interest earned on other investments2019-12-31$478,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,526,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,853,548
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$25,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,468,919
Net investment gain/loss from pooled separate accounts2019-12-31$183,677
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,302,631
Contract administrator fees2019-12-31$8,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO
Accountancy firm EIN2019-12-31135381590
2018 : THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY 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$678,121
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,875,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,842,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,147,065
Value of total assets at end of year2018-12-31$47,991,092
Value of total assets at beginning of year2018-12-31$51,188,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$33,122
Total interest from all sources2018-12-31$512,299
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$141,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$141,739
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,432,634
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$714,431
Other income not declared elsewhere2018-12-31$24,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,197,480
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,991,092
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,188,572
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$29,805,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,856,018
Value of interest in pooled separate accounts at end of year2018-12-31$3,332,385
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,304,286
Interest earned on other investments2018-12-31$512,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,853,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,028,268
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$144,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,306,517
Net investment gain/loss from pooled separate accounts2018-12-31$158,552
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,698,119
Contract administrator fees2018-12-31$33,122
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BDO
Accountancy firm EIN2018-12-31135381590
2017 : THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY 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$8,202,664
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,795,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,785,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,899,926
Value of total assets at end of year2017-12-31$51,188,572
Value of total assets at beginning of year2017-12-31$44,781,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,000
Total interest from all sources2017-12-31$495,254
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$82,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$82,803
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,454,493
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$445,433
Other income not declared elsewhere2017-12-31$12,566
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$6,406,859
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,188,572
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,781,713
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$32,856,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,599,878
Value of interest in pooled separate accounts at end of year2017-12-31$3,304,286
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,107,701
Interest on participant loans2017-12-31$9
Interest earned on other investments2017-12-31$495,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,028,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$15,074,134
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,574,673
Net investment gain/loss from pooled separate accounts2017-12-31$137,442
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,784,306
Contract administrator fees2017-12-31$10,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BDO
Accountancy firm EIN2017-12-31138381590
2016 : THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY 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$4,254,725
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,625,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,625,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,812,752
Value of total assets at end of year2016-12-31$44,781,713
Value of total assets at beginning of year2016-12-31$42,152,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$535,113
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$44,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$44,450
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,414,284
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$398,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$11,178
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$2,629,436
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,781,713
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,152,277
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$26,599,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,186,183
Value of interest in pooled separate accounts at end of year2016-12-31$3,107,701
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,805,196
Interest earned on other investments2016-12-31$535,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,074,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,160,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,703,668
Net investment gain/loss from pooled separate accounts2016-12-31$147,564
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,625,289
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY 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$2,707,753
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,977,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,948,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$42,152,277
Value of total assets at beginning of year2015-12-31$41,421,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,264
Total interest from all sources2015-12-31$2,349,006
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$37,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$37,410
Administrative expenses professional fees incurred2015-12-31$29,264
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$19,532
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$730,474
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,152,277
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,421,803
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$25,186,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,880,332
Value of interest in pooled separate accounts at end of year2015-12-31$2,805,196
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,447,562
Interest on participant loans2015-12-31$2
Interest earned on other investments2015-12-31$478,290
Income. Interest from US Government securities2015-12-31$1,350,655
Income. Interest from corporate debt instruments2015-12-31$520,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,160,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,093,909
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$22,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$99,547
Net investment gain/loss from pooled separate accounts2015-12-31$202,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,925,182
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 name2015-12-31RSM
Accountancy firm EIN2015-12-31420714325
2014 : THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY 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$4,149,494
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,017,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,017,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,605,885
Value of total assets at end of year2014-12-31$41,421,803
Value of total assets at beginning of year2014-12-31$39,289,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$518,989
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$6,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,330,575
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$275,310
Other income not declared elsewhere2014-12-31$18,554
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$2,132,456
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,421,803
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,289,347
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$24,880,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,026,956
Value of interest in pooled separate accounts at end of year2014-12-31$2,447,562
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,091,710
Interest earned on other investments2014-12-31$518,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,093,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,170,681
Net investment gain/loss from pooled separate accounts2014-12-31$260,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,017,038
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY 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$6,579,021
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,491,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,491,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,613,084
Value of total assets at end of year2013-12-31$39,289,347
Value of total assets at beginning of year2013-12-31$34,201,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$502,389
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,276,379
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$336,705
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$5,087,898
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,289,347
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,201,449
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$23,026,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,608,830
Value of interest in pooled separate accounts at end of year2013-12-31$2,091,710
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,764,470
Interest earned on other investments2013-12-31$502,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,170,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,828,149
Net investment gain/loss from pooled separate accounts2013-12-31$181,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,491,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,246,295
Total of all expenses incurred2012-12-31$1,175,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,175,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,312,450
Value of total assets at end of year2012-12-31$34,201,449
Value of total assets at beginning of year2012-12-31$31,130,712
Total interest from all sources2012-12-31$467,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,222,529
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$89,921
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$3,070,737
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,201,449
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,130,712
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$18,608,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,955,173
Value of interest in pooled separate accounts at end of year2012-12-31$1,764,470
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,488,053
Interest earned on other investments2012-12-31$467,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,828,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,687,486
Net investment gain/loss from pooled separate accounts2012-12-31$153,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,175,558
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,891,460
Total of all expenses incurred2011-12-31$1,860,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,860,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,455,402
Value of total assets at end of year2011-12-31$31,130,712
Value of total assets at beginning of year2011-12-31$31,099,629
Total interest from all sources2011-12-31$461,255
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 bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,454,020
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,382
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$31,083
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,130,712
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,099,629
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$15,955,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,296,914
Value of interest in pooled separate accounts at end of year2011-12-31$1,488,053
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,282,975
Interest earned on other investments2011-12-31$461,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,687,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$13,519,740
Net investment gain/loss from pooled separate accounts2011-12-31$170,854
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,860,377
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2010 401k financial data
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$5,511
Total income from all sources (including contributions)2010-12-31$4,125,494
Total of all expenses incurred2010-12-31$1,596,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,596,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,651,513
Value of total assets at end of year2010-12-31$31,099,628
Value of total assets at beginning of year2010-12-31$28,576,284
Total interest from all sources2010-12-31$34,779
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 bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,528,770
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$122,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,511
Other income not declared elsewhere2010-12-31$391,494
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$2,528,857
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,099,628
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,570,773
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$16,296,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,185,380
Value of interest in pooled separate accounts at end of year2010-12-31$1,282,975
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,047,730
Interest earned on other investments2010-12-31$34,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$13,519,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$13,343,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,901,413
Net investment gain/loss from pooled separate accounts2010-12-31$146,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,596,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325

Form 5500 Responses for THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN

2022: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY 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: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY 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: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple 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: THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01First time form 5500 has been submittedYes
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 number150468
Policy instance 1
Insurance contract or identification number150468
Number of Individuals Covered385
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150468
Policy instance 1
Insurance contract or identification number150468
Number of Individuals Covered396
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150468
Policy instance 1
Insurance contract or identification number150468
Number of Individuals Covered445
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150468
Policy instance 1
Insurance contract or identification number150468
Number of Individuals Covered450
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150468
Policy instance 1
Insurance contract or identification number150468
Number of Individuals Covered460
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150468
Policy instance 1
Insurance contract or identification number150468
Number of Individuals Covered466
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150468
Policy instance 1
Insurance contract or identification number150468
Number of Individuals Covered457
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150468
Policy instance 1
Insurance contract or identification number150468
Number of Individuals Covered492
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150468
Policy instance 1
Insurance contract or identification number150468
Number of Individuals Covered483
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 number150468
Policy instance 1
Insurance contract or identification number150468
Number of Individuals Covered490
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150468
Policy instance 1
Insurance contract or identification number150468
Number of Individuals Covered536
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number
Policy instance 1
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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