401k Plan data: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 plan

AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 401k Plan overview

Plan Name	AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976
Plan identification number	003

AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.

401k Sponsoring company profile

AMERICAN HEART ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN HEART ASSOCIATION

Employer identification number (EIN): 135613797

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN HEART ASSOCIATION

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1924-05-23

Company Identification Number: 19136

Legal Registered Office Address: 1218 CENTRAL AVENUE SUITE 100
New York
ALBANY
United States of America (USA)
12205

More information about AMERICAN HEART ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-07-01 KATHERINE NEVERDOUSKY 2024-01-24
003 2021-07-01 KATHERINE NEVERDOUSKY 2023-01-23
003 2020-07-01 KATHERINE NEVERDOUSKY 2022-03-25
003 2019-07-01
003 2018-07-01
003 2018-07-01
003 2017-07-01 KATHERINE NEVERDOUSKY KATHERINE NEVERDOUSKY 2019-01-29
003 2016-07-01 KATHERINE NEVERDOUSKY KATHERINE NEVERDOUSKY 2018-05-23
003 2015-07-01 KATHERINE NEVERDOUSKY
003 2014-07-01 KATHERINE NEVERDOUSKY
003 2013-07-01 KATHERINE NEVERDOUSKY
003 2012-07-01 KATHERINE NEVERDOUSKY KATHERINE NEVERDOUSKY 2014-01-31
003 2011-07-01 KATHERINE NEVERDOUSKY
003 2009-07-01 KATHERINE NEVERDOUSKY
003 2009-07-01 KATHERINE NEVERDOUSKY
003 2009-07-01 KATHERINE NEVERDOUSKY KATHERINE NEVERDOUSKY 2011-03-08
003 2009-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-07-01	KATHERINE NEVERDOUSKY	2024-01-24
003	2021-07-01	KATHERINE NEVERDOUSKY	2023-01-23
003	2020-07-01	KATHERINE NEVERDOUSKY	2022-03-25
003	2019-07-01
003	2018-07-01
003	2018-07-01
003	2017-07-01	KATHERINE NEVERDOUSKY		KATHERINE NEVERDOUSKY	2019-01-29
003	2016-07-01	KATHERINE NEVERDOUSKY		KATHERINE NEVERDOUSKY	2018-05-23
003	2015-07-01	KATHERINE NEVERDOUSKY
003	2014-07-01	KATHERINE NEVERDOUSKY
003	2013-07-01	KATHERINE NEVERDOUSKY
003	2012-07-01	KATHERINE NEVERDOUSKY		KATHERINE NEVERDOUSKY	2014-01-31
003	2011-07-01	KATHERINE NEVERDOUSKY
003	2009-07-01	KATHERINE NEVERDOUSKY
003	2009-07-01	KATHERINE NEVERDOUSKY
003	2009-07-01	KATHERINE NEVERDOUSKY		KATHERINE NEVERDOUSKY	2011-03-08
003	2009-07-01

Plan Statistics for AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976

401k plan membership statisitcs for AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976

Measure Date Value
2023: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2023 401k membership
Market value of plan assets 2023-06-30 931,176
Acturial value of plan assets 2023-06-30 931,176
Funding target for retired participants and beneficiaries receiving payment 2023-06-30 0
Number of terminated vested participants 2023-06-30 5
Fundng target for terminated vested participants 2023-06-30 7,229
Active participant vested funding target 2023-06-30 0
Number of active participants 2023-06-30 0
Total funding liabilities for active participants 2023-06-30 0
Total participant count 2023-06-30 5
Total funding target for all participants 2023-06-30 7,229
Balance at beginning of prior year after applicable adjustments 2023-06-30 231,122
Amount remaining of carryover balance 2023-06-30 231,122
Amount remaining of prefunding balance 2023-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-06-30 0
Balance of carryovers at beginning of current year 2023-06-30 240,228
Balance of prefunding at beginning of current year 2023-06-30 0
Remaining amount of unpaid minimum required contributions 2023-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2023-06-30 0
Additional cash requirement 2023-06-30 0
Unpaid minimum required contributions for current year 2023-06-30 0
2022: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2022 401k membership
Total participants, beginning-of-year 2022-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 0
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 5
Total of all active and inactive participants 2022-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 5
Market value of plan assets 2022-06-30 895,882
Acturial value of plan assets 2022-06-30 895,882
Funding target for retired participants and beneficiaries receiving payment 2022-06-30 0
Number of terminated vested participants 2022-06-30 5
Fundng target for terminated vested participants 2022-06-30 6,749
Active participant vested funding target 2022-06-30 0
Number of active participants 2022-06-30 0
Total funding liabilities for active participants 2022-06-30 0
Total participant count 2022-06-30 5
Total funding target for all participants 2022-06-30 6,749
Balance at beginning of prior year after applicable adjustments 2022-06-30 222,105
Amount remaining of carryover balance 2022-06-30 222,105
Amount remaining of prefunding balance 2022-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-06-30 0
Balance of carryovers at beginning of current year 2022-06-30 231,122
Balance of prefunding at beginning of current year 2022-06-30 0
Remaining amount of unpaid minimum required contributions 2022-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-06-30 0
Additional cash requirement 2022-06-30 0
Unpaid minimum required contributions for current year 2022-06-30 0
2021: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2021 401k membership
Total participants, beginning-of-year 2021-07-01 5
Number of other retired or separated participants entitled to future benefits 2021-07-01 5
Total of all active and inactive participants 2021-07-01 5
Total participants 2021-07-01 5
Market value of plan assets 2021-06-30 888,714
Acturial value of plan assets 2021-06-30 888,714
Funding target for retired participants and beneficiaries receiving payment 2021-06-30 0
Number of terminated vested participants 2021-06-30 10
Fundng target for terminated vested participants 2021-06-30 29,113
Active participant vested funding target 2021-06-30 0
Number of active participants 2021-06-30 0
Total funding liabilities for active participants 2021-06-30 0
Total participant count 2021-06-30 10
Total funding target for all participants 2021-06-30 29,113
Balance at beginning of prior year after applicable adjustments 2021-06-30 215,657
Amount remaining of carryover balance 2021-06-30 215,657
Amount remaining of prefunding balance 2021-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-06-30 0
Balance of carryovers at beginning of current year 2021-06-30 222,105
Balance of prefunding at beginning of current year 2021-06-30 0
Remaining amount of unpaid minimum required contributions 2021-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-06-30 0
Additional cash requirement 2021-06-30 0
Unpaid minimum required contributions for current year 2021-06-30 0
2020: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2020 401k membership
Total participants, beginning-of-year 2020-07-01 10
Number of other retired or separated participants entitled to future benefits 2020-07-01 5
Total of all active and inactive participants 2020-07-01 5
Total participants 2020-07-01 5
Market value of plan assets 2020-06-30 859,926
Acturial value of plan assets 2020-06-30 859,926
Funding target for retired participants and beneficiaries receiving payment 2020-06-30 0
Number of terminated vested participants 2020-06-30 13
Fundng target for terminated vested participants 2020-06-30 33,554
Active participant vested funding target 2020-06-30 0
Number of active participants 2020-06-30 0
Total funding liabilities for active participants 2020-06-30 0
Total participant count 2020-06-30 13
Total funding target for all participants 2020-06-30 33,554
Balance at beginning of prior year after applicable adjustments 2020-06-30 206,469
Amount remaining of carryover balance 2020-06-30 206,469
Amount remaining of prefunding balance 2020-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-06-30 0
Balance of carryovers at beginning of current year 2020-06-30 215,657
Balance of prefunding at beginning of current year 2020-06-30 0
Remaining amount of unpaid minimum required contributions 2020-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-06-30 0
Additional cash requirement 2020-06-30 0
Unpaid minimum required contributions for current year 2020-06-30 0
2019: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2019 401k membership
Total participants, beginning-of-year 2019-07-01 10
Number of other retired or separated participants entitled to future benefits 2019-07-01 10
Total of all active and inactive participants 2019-07-01 10
Total participants 2019-07-01 10
Market value of plan assets 2019-06-30 823,300
Acturial value of plan assets 2019-06-30 823,300
Number of terminated vested participants 2019-06-30 13
Fundng target for terminated vested participants 2019-06-30 28,881
Total participant count 2019-06-30 13
Total funding target for all participants 2019-06-30 28,881
Balance at beginning of prior year after applicable adjustments 2019-06-30 197,805
Amount remaining of carryover balance 2019-06-30 197,805
Amount remaining of prefunding balance 2019-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-06-30 0
Balance of carryovers at beginning of current year 2019-06-30 206,469
Balance of prefunding at beginning of current year 2019-06-30 0
Remaining amount of unpaid minimum required contributions 2019-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-06-30 0
Additional cash requirement 2019-06-30 0
Unpaid minimum required contributions for current year 2019-06-30 0
2018: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2018 401k membership
Total participants, beginning-of-year 2018-07-01 13
Number of other retired or separated participants entitled to future benefits 2018-07-01 13
Total of all active and inactive participants 2018-07-01 13
Total participants 2018-07-01 13
Market value of plan assets 2018-06-30 788,775
Acturial value of plan assets 2018-06-30 788,775
Number of terminated vested participants 2018-06-30 13
Fundng target for terminated vested participants 2018-06-30 27,843
Total participant count 2018-06-30 13
Total funding target for all participants 2018-06-30 27,843
Balance at beginning of prior year after applicable adjustments 2018-06-30 189,034
Amount remaining of carryover balance 2018-06-30 189,034
Amount remaining of prefunding balance 2018-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-06-30 0
Balance of carryovers at beginning of current year 2018-06-30 197,805
Balance of prefunding at beginning of current year 2018-06-30 0
Remaining amount of unpaid minimum required contributions 2018-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-06-30 0
Additional cash requirement 2018-06-30 0
Unpaid minimum required contributions for current year 2018-06-30 0
2017: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2017 401k membership
Total participants, beginning-of-year 2017-07-01 13
Number of other retired or separated participants entitled to future benefits 2017-07-01 13
Total of all active and inactive participants 2017-07-01 13
Total participants 2017-07-01 13
Market value of plan assets 2017-06-30 753,786
Acturial value of plan assets 2017-06-30 753,786
Number of terminated vested participants 2017-06-30 13
Fundng target for terminated vested participants 2017-06-30 26,346
Total participant count 2017-06-30 13
Total funding target for all participants 2017-06-30 26,346
Balance at beginning of prior year after applicable adjustments 2017-06-30 180,704
Amount remaining of carryover balance 2017-06-30 180,704
Amount remaining of prefunding balance 2017-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-30 0
Balance of carryovers at beginning of current year 2017-06-30 189,034
Balance of prefunding at beginning of current year 2017-06-30 0
Remaining amount of unpaid minimum required contributions 2017-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-06-30 0
Additional cash requirement 2017-06-30 0
Unpaid minimum required contributions for current year 2017-06-30 0
2016: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1
Number of other retired or separated participants entitled to future benefits 2016-07-01 13
Total of all active and inactive participants 2016-07-01 13
Total participants 2016-07-01 13
2015: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2015 401k membership
Total participants, beginning-of-year 2015-07-01 13
Number of retired or separated participants receiving benefits 2015-07-01 8
Number of other retired or separated participants entitled to future benefits 2015-07-01 2
Total of all active and inactive participants 2015-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 3
Total participants 2015-07-01 13
2014: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2014 401k membership
Total participants, beginning-of-year 2014-07-01 16
Number of other retired or separated participants entitled to future benefits 2014-07-01 16
Total of all active and inactive participants 2014-07-01 16
Total participants 2014-07-01 16
2013: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2013 401k membership
Total participants, beginning-of-year 2013-07-01 16
Number of other retired or separated participants entitled to future benefits 2013-07-01 16
Total of all active and inactive participants 2013-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2012 401k membership
Total participants, beginning-of-year 2012-07-01 16
Number of other retired or separated participants entitled to future benefits 2012-07-01 16
Total of all active and inactive participants 2012-07-01 16
Total participants 2012-07-01 16
Number of participants with account balances 2012-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2011 401k membership
Total participants, beginning-of-year 2011-07-01 19
Number of other retired or separated participants entitled to future benefits 2011-07-01 16
Total of all active and inactive participants 2011-07-01 16
Total participants 2011-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2009 401k membership
Total participants, beginning-of-year 2009-07-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 21
Total of all active and inactive participants 2009-07-01 21
Total participants 2009-07-01 21

Measure	Date	Value
2023: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2023 401k membership
Market value of plan assets	2023-06-30	931,176
Acturial value of plan assets	2023-06-30	931,176
Funding target for retired participants and beneficiaries receiving payment	2023-06-30	0
Number of terminated vested participants	2023-06-30	5
Fundng target for terminated vested participants	2023-06-30	7,229
Active participant vested funding target	2023-06-30	0
Number of active participants	2023-06-30	0
Total funding liabilities for active participants	2023-06-30	0
Total participant count	2023-06-30	5
Total funding target for all participants	2023-06-30	7,229
Balance at beginning of prior year after applicable adjustments	2023-06-30	231,122
Amount remaining of carryover balance	2023-06-30	231,122
Amount remaining of prefunding balance	2023-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-06-30	0
Balance of carryovers at beginning of current year	2023-06-30	240,228
Balance of prefunding at beginning of current year	2023-06-30	0
Remaining amount of unpaid minimum required contributions	2023-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2023-06-30	0
Additional cash requirement	2023-06-30	0
Unpaid minimum required contributions for current year	2023-06-30	0
2022: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2022 401k membership
Total participants, beginning-of-year	2022-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	0
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	5
Total of all active and inactive participants	2022-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	5
Market value of plan assets	2022-06-30	895,882
Acturial value of plan assets	2022-06-30	895,882
Funding target for retired participants and beneficiaries receiving payment	2022-06-30	0
Number of terminated vested participants	2022-06-30	5
Fundng target for terminated vested participants	2022-06-30	6,749
Active participant vested funding target	2022-06-30	0
Number of active participants	2022-06-30	0
Total funding liabilities for active participants	2022-06-30	0
Total participant count	2022-06-30	5
Total funding target for all participants	2022-06-30	6,749
Balance at beginning of prior year after applicable adjustments	2022-06-30	222,105
Amount remaining of carryover balance	2022-06-30	222,105
Amount remaining of prefunding balance	2022-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-06-30	0
Balance of carryovers at beginning of current year	2022-06-30	231,122
Balance of prefunding at beginning of current year	2022-06-30	0
Remaining amount of unpaid minimum required contributions	2022-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-06-30	0
Additional cash requirement	2022-06-30	0
Unpaid minimum required contributions for current year	2022-06-30	0
2021: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2021 401k membership
Total participants, beginning-of-year	2021-07-01	5
Number of other retired or separated participants entitled to future benefits	2021-07-01	5
Total of all active and inactive participants	2021-07-01	5
Total participants	2021-07-01	5
Market value of plan assets	2021-06-30	888,714
Acturial value of plan assets	2021-06-30	888,714
Funding target for retired participants and beneficiaries receiving payment	2021-06-30	0
Number of terminated vested participants	2021-06-30	10
Fundng target for terminated vested participants	2021-06-30	29,113
Active participant vested funding target	2021-06-30	0
Number of active participants	2021-06-30	0
Total funding liabilities for active participants	2021-06-30	0
Total participant count	2021-06-30	10
Total funding target for all participants	2021-06-30	29,113
Balance at beginning of prior year after applicable adjustments	2021-06-30	215,657
Amount remaining of carryover balance	2021-06-30	215,657
Amount remaining of prefunding balance	2021-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-06-30	0
Balance of carryovers at beginning of current year	2021-06-30	222,105
Balance of prefunding at beginning of current year	2021-06-30	0
Remaining amount of unpaid minimum required contributions	2021-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-06-30	0
Additional cash requirement	2021-06-30	0
Unpaid minimum required contributions for current year	2021-06-30	0
2020: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2020 401k membership
Total participants, beginning-of-year	2020-07-01	10
Number of other retired or separated participants entitled to future benefits	2020-07-01	5
Total of all active and inactive participants	2020-07-01	5
Total participants	2020-07-01	5
Market value of plan assets	2020-06-30	859,926
Acturial value of plan assets	2020-06-30	859,926
Funding target for retired participants and beneficiaries receiving payment	2020-06-30	0
Number of terminated vested participants	2020-06-30	13
Fundng target for terminated vested participants	2020-06-30	33,554
Active participant vested funding target	2020-06-30	0
Number of active participants	2020-06-30	0
Total funding liabilities for active participants	2020-06-30	0
Total participant count	2020-06-30	13
Total funding target for all participants	2020-06-30	33,554
Balance at beginning of prior year after applicable adjustments	2020-06-30	206,469
Amount remaining of carryover balance	2020-06-30	206,469
Amount remaining of prefunding balance	2020-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-06-30	0
Balance of carryovers at beginning of current year	2020-06-30	215,657
Balance of prefunding at beginning of current year	2020-06-30	0
Remaining amount of unpaid minimum required contributions	2020-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-06-30	0
Additional cash requirement	2020-06-30	0
Unpaid minimum required contributions for current year	2020-06-30	0
2019: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2019 401k membership
Total participants, beginning-of-year	2019-07-01	10
Number of other retired or separated participants entitled to future benefits	2019-07-01	10
Total of all active and inactive participants	2019-07-01	10
Total participants	2019-07-01	10
Market value of plan assets	2019-06-30	823,300
Acturial value of plan assets	2019-06-30	823,300
Number of terminated vested participants	2019-06-30	13
Fundng target for terminated vested participants	2019-06-30	28,881
Total participant count	2019-06-30	13
Total funding target for all participants	2019-06-30	28,881
Balance at beginning of prior year after applicable adjustments	2019-06-30	197,805
Amount remaining of carryover balance	2019-06-30	197,805
Amount remaining of prefunding balance	2019-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-30	0
Balance of carryovers at beginning of current year	2019-06-30	206,469
Balance of prefunding at beginning of current year	2019-06-30	0
Remaining amount of unpaid minimum required contributions	2019-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-30	0
Additional cash requirement	2019-06-30	0
Unpaid minimum required contributions for current year	2019-06-30	0
2018: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2018 401k membership
Total participants, beginning-of-year	2018-07-01	13
Number of other retired or separated participants entitled to future benefits	2018-07-01	13
Total of all active and inactive participants	2018-07-01	13
Total participants	2018-07-01	13
Market value of plan assets	2018-06-30	788,775
Acturial value of plan assets	2018-06-30	788,775
Number of terminated vested participants	2018-06-30	13
Fundng target for terminated vested participants	2018-06-30	27,843
Total participant count	2018-06-30	13
Total funding target for all participants	2018-06-30	27,843
Balance at beginning of prior year after applicable adjustments	2018-06-30	189,034
Amount remaining of carryover balance	2018-06-30	189,034
Amount remaining of prefunding balance	2018-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-06-30	0
Balance of carryovers at beginning of current year	2018-06-30	197,805
Balance of prefunding at beginning of current year	2018-06-30	0
Remaining amount of unpaid minimum required contributions	2018-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-06-30	0
Additional cash requirement	2018-06-30	0
Unpaid minimum required contributions for current year	2018-06-30	0
2017: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2017 401k membership
Total participants, beginning-of-year	2017-07-01	13
Number of other retired or separated participants entitled to future benefits	2017-07-01	13
Total of all active and inactive participants	2017-07-01	13
Total participants	2017-07-01	13
Market value of plan assets	2017-06-30	753,786
Acturial value of plan assets	2017-06-30	753,786
Number of terminated vested participants	2017-06-30	13
Fundng target for terminated vested participants	2017-06-30	26,346
Total participant count	2017-06-30	13
Total funding target for all participants	2017-06-30	26,346
Balance at beginning of prior year after applicable adjustments	2017-06-30	180,704
Amount remaining of carryover balance	2017-06-30	180,704
Amount remaining of prefunding balance	2017-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	0
Balance of carryovers at beginning of current year	2017-06-30	189,034
Balance of prefunding at beginning of current year	2017-06-30	0
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	0
Additional cash requirement	2017-06-30	0
Unpaid minimum required contributions for current year	2017-06-30	0
2016: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1
Number of other retired or separated participants entitled to future benefits	2016-07-01	13
Total of all active and inactive participants	2016-07-01	13
Total participants	2016-07-01	13
2015: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2015 401k membership
Total participants, beginning-of-year	2015-07-01	13
Number of retired or separated participants receiving benefits	2015-07-01	8
Number of other retired or separated participants entitled to future benefits	2015-07-01	2
Total of all active and inactive participants	2015-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	3
Total participants	2015-07-01	13
2014: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2014 401k membership
Total participants, beginning-of-year	2014-07-01	16
Number of other retired or separated participants entitled to future benefits	2014-07-01	16
Total of all active and inactive participants	2014-07-01	16
Total participants	2014-07-01	16
2013: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2013 401k membership
Total participants, beginning-of-year	2013-07-01	16
Number of other retired or separated participants entitled to future benefits	2013-07-01	16
Total of all active and inactive participants	2013-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2012 401k membership
Total participants, beginning-of-year	2012-07-01	16
Number of other retired or separated participants entitled to future benefits	2012-07-01	16
Total of all active and inactive participants	2012-07-01	16
Total participants	2012-07-01	16
Number of participants with account balances	2012-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2011 401k membership
Total participants, beginning-of-year	2011-07-01	19
Number of other retired or separated participants entitled to future benefits	2011-07-01	16
Total of all active and inactive participants	2011-07-01	16
Total participants	2011-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2009 401k membership
Total participants, beginning-of-year	2009-07-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	21
Total of all active and inactive participants	2009-07-01	21
Total participants	2009-07-01	21

Financial Data on AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976

Measure	Date	Value
2023 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2023 401k financial data
Total income from all sources	2023-06-30	$44,109
Total plan assets at end of year	2023-06-30	$975,285
Total plan assets at beginning of year	2023-06-30	$931,176
Value of fidelity bond covering the plan	2023-06-30	$5,000,000
Other income received	2023-06-30	$44,109
Net income (gross income less expenses)	2023-06-30	$44,109
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$975,285
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$931,176
2022 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2022 401k financial data
Total income from all sources	2022-06-30	$35,294
Expenses. Total of all expenses incurred	2022-06-30	$0
Total plan assets at end of year	2022-06-30	$931,176
Total plan assets at beginning of year	2022-06-30	$895,882
Value of fidelity bond covering the plan	2022-06-30	$5,000,000
Other income received	2022-06-30	$35,294
Net income (gross income less expenses)	2022-06-30	$35,294
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$931,176
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$895,882
2021 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2021 401k financial data
Total income from all sources	2021-06-30	$35,338
Expenses. Total of all expenses incurred	2021-06-30	$28,170
Benefits paid (including direct rollovers)	2021-06-30	$28,170
Total plan assets at end of year	2021-06-30	$895,882
Total plan assets at beginning of year	2021-06-30	$888,714
Value of fidelity bond covering the plan	2021-06-30	$5,000,000
Other income received	2021-06-30	$35,338
Net income (gross income less expenses)	2021-06-30	$7,168
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$895,882
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$888,714
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
2020 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2020 401k financial data
Total income from all sources	2020-06-30	$36,368
Expenses. Total of all expenses incurred	2020-06-30	$7,580
Benefits paid (including direct rollovers)	2020-06-30	$7,580
Total plan assets at end of year	2020-06-30	$888,714
Total plan assets at beginning of year	2020-06-30	$859,926
Other income received	2020-06-30	$36,368
Net income (gross income less expenses)	2020-06-30	$28,788
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$888,714
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$859,926
2019 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2019 401k financial data
Total income from all sources	2019-06-30	$36,626
Expenses. Total of all expenses incurred	2019-06-30	$0
Total plan assets at end of year	2019-06-30	$859,926
Total plan assets at beginning of year	2019-06-30	$823,300
Other income received	2019-06-30	$36,626
Net income (gross income less expenses)	2019-06-30	$36,626
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$859,926
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$823,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2018 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2018 401k financial data
Total income from all sources	2018-06-30	$34,525
Expenses. Total of all expenses incurred	2018-06-30	$0
Total plan assets at end of year	2018-06-30	$823,300
Total plan assets at beginning of year	2018-06-30	$788,775
Other income received	2018-06-30	$34,525
Net income (gross income less expenses)	2018-06-30	$34,525
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$823,300
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$788,775
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2017 401k financial data
Transfers to/from the plan	2017-06-30	$0
Total income from all sources	2017-06-30	$34,989
Expenses. Total of all expenses incurred	2017-06-30	$0
Total plan assets at end of year	2017-06-30	$788,775
Total plan assets at beginning of year	2017-06-30	$753,786
Other income received	2017-06-30	$34,989
Net income (gross income less expenses)	2017-06-30	$34,989
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$788,775
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$753,786
2016 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2016 401k financial data
Total income from all sources	2016-06-30	$33,287
Expenses. Total of all expenses incurred	2016-06-30	$3,667
Benefits paid (including direct rollovers)	2016-06-30	$3,667
Total plan assets at end of year	2016-06-30	$753,786
Total plan assets at beginning of year	2016-06-30	$724,166
Other income received	2016-06-30	$33,287
Net income (gross income less expenses)	2016-06-30	$29,620
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$753,786
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$724,166
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2015 401k financial data
Total income from all sources	2015-06-30	$31,727
Expenses. Total of all expenses incurred	2015-06-30	$19,101
Benefits paid (including direct rollovers)	2015-06-30	$19,101
Total plan assets at end of year	2015-06-30	$724,166
Total plan assets at beginning of year	2015-06-30	$711,540
Other income received	2015-06-30	$31,727
Net income (gross income less expenses)	2015-06-30	$12,626
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$724,166
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$711,540
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2014 401k financial data
Total income from all sources	2014-06-30	$30,684
Expenses. Total of all expenses incurred	2014-06-30	$0
Total plan assets at end of year	2014-06-30	$711,540
Total plan assets at beginning of year	2014-06-30	$680,856
Other income received	2014-06-30	$30,684
Net income (gross income less expenses)	2014-06-30	$30,684
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$711,540
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$680,856
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2013 401k financial data
Total income from all sources	2013-06-30	$27,719
Expenses. Total of all expenses incurred	2013-06-30	$0
Total plan assets at end of year	2013-06-30	$680,856
Total plan assets at beginning of year	2013-06-30	$653,137
Other income received	2013-06-30	$27,719
Net income (gross income less expenses)	2013-06-30	$27,719
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$680,856
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$653,137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2012 401k financial data
Total income from all sources	2012-06-30	$26,715
Expenses. Total of all expenses incurred	2012-06-30	$48,057
Benefits paid (including direct rollovers)	2012-06-30	$48,057
Total plan assets at end of year	2012-06-30	$653,137
Total plan assets at beginning of year	2012-06-30	$674,479
Other income received	2012-06-30	$26,715
Net income (gross income less expenses)	2012-06-30	$-21,342
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$653,137
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$674,479
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2011 401k financial data
Total income from all sources	2011-06-30	$26,193
Expenses. Total of all expenses incurred	2011-06-30	$27,140
Benefits paid (including direct rollovers)	2011-06-30	$27,140
Total plan assets at end of year	2011-06-30	$674,479
Total plan assets at beginning of year	2011-06-30	$675,426
Other income received	2011-06-30	$26,193
Net income (gross income less expenses)	2011-06-30	$-947
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$674,479
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$675,426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976

2022: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2021: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	First time form 5500 has been submitted	Yes
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	First time form 5500 has been submitted	Yes
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	First time form 5500 has been submitted	Yes
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	First time form 5500 has been submitted	Yes
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	First time form 5500 has been submitted	Yes
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	Yes
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: AMERICAN HEART ASSOCIATION RETIREMENT PLAN SERVICES TO 7/1/1976 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

U-B240

Policy instance

Insurance contract or identification number	U-B240
Number of Individuals Covered	5
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
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

U-B240

Policy instance

Insurance contract or identification number	U-B240
Number of Individuals Covered	5
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

U-B240

Policy instance

Insurance contract or identification number	U-B240
Number of Individuals Covered	5
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
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

U-B240

Policy instance

Insurance contract or identification number	U-B240
Number of Individuals Covered	10
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

U-B240

Policy instance

Insurance contract or identification number	U-B240
Number of Individuals Covered	13
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

U-B240

Policy instance

Insurance contract or identification number	U-B240
Number of Individuals Covered	1
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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The information provided on this website is not advice, endorsement or recommendation
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Company Name:	AMERICAN HEART ASSOCIATION
Employer identification number (EIN):	135613797
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1924-05-23
Company Identification Number:	19136
Legal Registered Office Address:	1218 CENTRAL AVENUE SUITE 100 New York ALBANY United States of America (USA) 12205