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ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 401k Plan overview

Plan NameROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN
Plan identification number 002

ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT COLLEGE AND THE TURKISH AMERICAN EDUCATIONAL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:ROBERT COLLEGE AND THE TURKISH AMERICAN EDUCATIONAL FOUNDATION
Employer identification number (EIN):135596879
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01TED GROVER TED GROVER2018-10-12
0022016-01-01TED GROVER
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01TED GROVER
0022011-01-01TED GROVER2013-09-11
0022009-01-01TED GROVER

Plan Statistics for ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN

401k plan membership statisitcs for ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN

Measure Date Value
2020: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01181
Total number of active participants reported on line 7a of the Form 55002020-01-01122
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01191
Number of participants with account balances2020-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01186
Total number of active participants reported on line 7a of the Form 55002019-01-01111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01181
Number of participants with account balances2019-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01184
Total number of active participants reported on line 7a of the Form 55002018-01-01113
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01186
Number of participants with account balances2018-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01164
Total number of active participants reported on line 7a of the Form 55002017-01-01118
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01184
Number of participants with account balances2017-01-01161
2016: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01122
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01164
Number of participants with account balances2016-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126
Total number of active participants reported on line 7a of the Form 55002015-01-0194
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01122
Number of participants with account balances2015-01-01109
2014: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01101
Total number of active participants reported on line 7a of the Form 55002014-01-0172
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01101
Number of participants with account balances2014-01-0172
2013: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0156
Total number of active participants reported on line 7a of the Form 55002013-01-0156
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0184
Number of participants with account balances2013-01-0156
2012: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0149
Total number of active participants reported on line 7a of the Form 55002012-01-0156
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0173
Number of participants with account balances2012-01-0156
2009: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0136
Total number of active participants reported on line 7a of the Form 55002009-01-0135
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-0136
Total participants2009-01-0136
Number of participants with account balances2009-01-0135

Financial Data on ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN

Measure Date Value
2020 : ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE 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$1,988,136
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$521,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$521,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$292,666
Value of total assets at end of year2020-12-31$14,890,551
Value of total assets at beginning of year2020-12-31$13,424,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$121,579
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
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$104,681
Participant contributions at end of year2020-12-31$16,169
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$1,466,423
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,890,551
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,424,128
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$11,437,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,923,645
Value of interest in pooled separate accounts at end of year2020-12-31$238,467
Value of interest in pooled separate accounts at beginning of year2020-12-31$367,760
Interest earned on other investments2020-12-31$121,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,169,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,132,723
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$29,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,577,134
Net investment gain/loss from pooled separate accounts2020-12-31$-3,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$187,985
Employer contributions (assets) at end of year2020-12-31$29,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$492,675
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
2019 : ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$2,373,455
Total income from all sources (including contributions)2019-12-31$2,373,455
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$213,884
Total of all expenses incurred2019-12-31$213,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$213,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$213,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$299,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$299,340
Value of total assets at end of year2019-12-31$13,424,128
Value of total assets at end of year2019-12-31$13,424,128
Value of total assets at beginning of year2019-12-31$11,264,557
Value of total assets at beginning of year2019-12-31$11,264,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$119,992
Total interest from all sources2019-12-31$119,992
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$107,737
Contributions received from participants2019-12-31$107,737
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$2,159,571
Value of net income/loss2019-12-31$2,159,571
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,424,128
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,424,128
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,264,557
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,264,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$9,923,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,923,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,842,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,842,194
Value of interest in pooled separate accounts at end of year2019-12-31$367,760
Value of interest in pooled separate accounts at end of year2019-12-31$367,760
Value of interest in pooled separate accounts at beginning of year2019-12-31$336,329
Value of interest in pooled separate accounts at beginning of year2019-12-31$336,329
Interest earned on other investments2019-12-31$119,992
Interest earned on other investments2019-12-31$119,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,132,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,132,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,086,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,086,034
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$26,580
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$26,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,935,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,935,334
Net investment gain/loss from pooled separate accounts2019-12-31$18,789
Net investment gain/loss from pooled separate accounts2019-12-31$18,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$191,603
Contributions received in cash from employer2019-12-31$191,603
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$187,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$187,304
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
2018 : ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE 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$0
Total income from all sources (including contributions)2018-12-31$-209,466
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$384,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$384,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$306,379
Value of total assets at end of year2018-12-31$11,264,557
Value of total assets at beginning of year2018-12-31$11,858,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$124,821
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
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$107,099
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$8,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-594,047
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,264,557
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,858,604
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$7,842,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,463,808
Value of interest in pooled separate accounts at end of year2018-12-31$336,329
Value of interest in pooled separate accounts at beginning of year2018-12-31$305,498
Interest earned on other investments2018-12-31$124,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,086,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,063,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-655,107
Net investment gain/loss from pooled separate accounts2018-12-31$14,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$199,280
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$16,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$384,581
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
2017 : ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE 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$1,810,010
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$840,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$840,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$300,233
Value of total assets at end of year2017-12-31$11,858,604
Value of total assets at beginning of year2017-12-31$10,889,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$1,496,844
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$105,571
Participant contributions at end of year2017-12-31$8,865
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$969,091
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,858,604
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,889,513
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$8,463,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,524,986
Value of interest in pooled separate accounts at end of year2017-12-31$305,498
Value of interest in pooled separate accounts at beginning of year2017-12-31$299,320
Interest earned on other investments2017-12-31$1,496,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,063,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,065,207
Net investment gain/loss from pooled separate accounts2017-12-31$12,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$194,662
Employer contributions (assets) at end of year2017-12-31$16,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$840,919
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
2016 : ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE 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$1,168,935
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$606,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$606,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$329,570
Value of total assets at end of year2016-12-31$10,889,513
Value of total assets at beginning of year2016-12-31$10,326,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$824,238
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$124,031
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$562,795
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,889,513
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,326,718
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$7,524,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,377,417
Value of interest in pooled separate accounts at end of year2016-12-31$299,320
Value of interest in pooled separate accounts at beginning of year2016-12-31$169,125
Interest earned on other investments2016-12-31$824,238
Value of interest in master investment trust accounts at beginning of year2016-12-31$295,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,065,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,484,406
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$159,673
Net investment gain/loss from pooled separate accounts2016-12-31$15,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$205,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$446,467
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
2015 : ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$400,966
Total of all expenses incurred2015-12-31$1,144,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,123,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$313,850
Value of total assets at end of year2015-12-31$10,326,718
Value of total assets at beginning of year2015-12-31$11,070,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,216
Total interest from all sources2015-12-31$150,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,800
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$124,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-743,752
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,326,718
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,070,470
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
Investment advisory and management fees2015-12-31$17,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,377,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,634,930
Value of interest in pooled separate accounts at end of year2015-12-31$169,125
Value of interest in pooled separate accounts at beginning of year2015-12-31$291,272
Value of interest in master investment trust accounts at end of year2015-12-31$295,770
Value of interest in master investment trust accounts at beginning of year2015-12-31$256,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$150,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,484,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,887,321
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$786,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-63,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$188,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$336,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
2014 : ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$353,149
Total unrealized appreciation/depreciation of assets2014-12-31$353,149
Total income from all sources (including contributions)2014-12-31$993,000
Total of all expenses incurred2014-12-31$443,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$399,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$317,939
Value of total assets at end of year2014-12-31$11,070,470
Value of total assets at beginning of year2014-12-31$10,521,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$44,200
Total interest from all sources2014-12-31$153,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,500
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$191,433
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$549,082
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,070,470
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,521,388
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
Investment advisory and management fees2014-12-31$40,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,634,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,579,975
Value of interest in pooled separate accounts at end of year2014-12-31$291,272
Value of interest in pooled separate accounts at beginning of year2014-12-31$253,791
Value of interest in master investment trust accounts at end of year2014-12-31$256,947
Value of interest in master investment trust accounts at beginning of year2014-12-31$233,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$153,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,887,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,454,346
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$140,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$139,471
Net investment gain/loss from pooled separate accounts2014-12-31$28,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$126,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$258,894
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
2013 : ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$808,244
Total unrealized appreciation/depreciation of assets2013-12-31$808,244
Total income from all sources (including contributions)2013-12-31$1,665,019
Total of all expenses incurred2013-12-31$321,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$317,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$341,405
Value of total assets at end of year2013-12-31$10,521,388
Value of total assets at beginning of year2013-12-31$9,177,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,338
Total interest from all sources2013-12-31$147,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,500
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$127,545
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$213,860
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$1,343,569
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,521,388
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,177,819
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
Investment advisory and management fees2013-12-31$838
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,579,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,822,556
Value of interest in pooled separate accounts at end of year2013-12-31$253,791
Value of interest in master investment trust accounts at end of year2013-12-31$233,276
Value of interest in master investment trust accounts at beginning of year2013-12-31$231,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$147,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,454,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,123,359
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$66,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$346,845
Net investment gain/loss from pooled separate accounts2013-12-31$21,252
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$251,102
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 investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
2012 : ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$660,083
Total of all expenses incurred2012-12-31$1,573,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,573,550
Value of total assets at end of year2012-12-31$7,373,295
Value of total assets at beginning of year2012-12-31$8,286,762
Total interest from all sources2012-12-31$142,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-913,467
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,373,295
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,286,762
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$3,822,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,823,759
Value of interest in master investment trust accounts at end of year2012-12-31$231,904
Value of interest in master investment trust accounts at beginning of year2012-12-31$161,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$142,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,318,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,301,779
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,274,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$502,689
Net investment gain/loss from pooled separate accounts2012-12-31$15,290
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$298,696
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
2011 : ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-87,204
Total unrealized appreciation/depreciation of assets2011-12-31$-87,204
Total income from all sources (including contributions)2011-12-31$403,230
Total of all expenses incurred2011-12-31$372,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$330,537
Value of total assets at end of year2011-12-31$9,512,155
Value of total assets at beginning of year2011-12-31$9,480,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$41,465
Total interest from all sources2011-12-31$121,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at end of year2011-12-31$161,224
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
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$31,228
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,512,155
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,480,927
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
Investment advisory and management fees2011-12-31$41,465
Value of interest in master investment trust accounts at end of year2011-12-31$4,301,779
Value of interest in master investment trust accounts at beginning of year2011-12-31$4,564,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$503,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$121,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,225,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$979,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-62,313
Net investment gain/loss from pooled separate accounts2011-12-31$19,057
Net investment gain or loss from common/collective trusts2011-12-31$412,330
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$330,537
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$710,312
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
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,610,239
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,936,283
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
2010 : ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$1,183,205
Total income from all sources2010-12-31$707,149
Expenses. Total of all expenses incurred2010-12-31$411,359
Benefits paid (including direct rollovers)2010-12-31$411,359
Total plan assets at end of year2010-12-31$9,455,280
Total plan assets at beginning of year2010-12-31$1,377,735
Other income received2010-12-31$707,149
Net income (gross income less expenses)2010-12-31$295,790
Net plan assets at end of year (total assets less liabilities)2010-12-31$9,455,280
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,377,735

Form 5500 Responses for ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN

2020: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2009: ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67864
Policy instance 3
Insurance contract or identification number67864
Number of Individuals Covered77
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 Administration1
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?No
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 number200180
Policy instance 2
Insurance contract or identification number200180
Number of Individuals Covered88
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
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 number200181
Policy instance 1
Insurance contract or identification number200181
Number of Individuals Covered3
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
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 number200181
Policy instance 1
Insurance contract or identification number200181
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
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 number200180
Policy instance 2
Insurance contract or identification number200180
Number of Individuals Covered94
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67864
Policy instance 3
Insurance contract or identification number67864
Number of Individuals Covered77
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 Administration1
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?No
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 number200181
Policy instance 1
Insurance contract or identification number200181
Number of Individuals Covered3
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
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 number200180
Policy instance 2
Insurance contract or identification number200180
Number of Individuals Covered95
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67864
Policy instance 3
Insurance contract or identification number67864
Number of Individuals Covered76
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 Administration1
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?No
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67864
Policy instance 3
Insurance contract or identification number67864
Number of Individuals Covered75
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,120
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 Administration1
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?No
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
Commission paid to Insurance BrokerUSD $1,052
Insurance broker organization code?3
Insurance broker nameMICHAEL (BRANDON) SHEFFLER
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number200180
Policy instance 2
Insurance contract or identification number200180
Number of Individuals Covered101
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
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 number200181
Policy instance 1
Insurance contract or identification number200181
Number of Individuals Covered4
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
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: )
Policy contract number
Policy instance 3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees436
Additional information about fees paid to insurance brokerINVESTMENT FEES
Insurance broker organization code?6
Insurance broker nameCREF-TIAA INVESTMENT MANAGEMENT LLC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number
Policy instance 2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $680
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees680
Additional information about fees paid to insurance brokerINVESTMENT FEES
Insurance broker organization code?6
Insurance broker nameTIAA
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67864
Policy instance 1
Insurance contract or identification number67864
Number of Individuals Covered67
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameVALIC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number
Policy instance 2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameTIAA
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67864
Policy instance 1
Insurance contract or identification number67864
Number of Individuals Covered5
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14
Insurance broker organization code?3
Insurance broker nameVALIC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: )
Policy contract number
Policy instance 3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameCREF-TIAA INVESTMENT MANAGEMENT LLC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: )
Policy contract number
Policy instance 3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $313
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees313
Insurance broker nameCREF-TIAA INVESTMENT MANAGEMENT LLC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67864
Policy instance 1
Insurance contract or identification number67864
Number of Individuals Covered20
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameVALIC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number
Policy instance 2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $289
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees289
Insurance broker nameTIAA
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67864
Policy instance 1
Insurance contract or identification number67864
Number of Individuals Covered56
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameHOWARD KRAVITZ

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