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SUB-BOARD I, INC. DC PLAN 401k Plan overview

Plan NameSUB-BOARD I, INC. DC PLAN
Plan identification number 001

SUB-BOARD I, INC. DC 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.

401k Sponsoring company profile

SUB-BOARD I, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUB-BOARD I, INC.
Employer identification number (EIN):160981909
NAIC Classification:611000

Additional information about SUB-BOARD I, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1971-01-25
Company Identification Number: 301864

More information about SUB-BOARD I, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUB-BOARD I, INC. DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01MICHAEL GRELA
0012017-01-01MICHAEL GRELA
0012016-01-01MICHAEL GRELA
0012015-01-01MICHAEL GRELA MICHAEL GRELA2016-02-26
0012014-01-01MICHAEL GRELA
0012013-01-01MICHAEL GRELA
0012012-01-01JILL HAUSRATH
0012011-01-01MICHAEL APA
0012009-01-01MICHAEL APA
0012009-01-01MICHAEL APA
0012009-01-01MICHAEL APA

Plan Statistics for SUB-BOARD I, INC. DC PLAN

401k plan membership statisitcs for SUB-BOARD I, INC. DC PLAN

Measure Date Value
2020: SUB-BOARD I, INC. DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0179
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-0178
Total participants2020-01-0178
Number of participants with account balances2020-01-0178
2019: SUB-BOARD I, INC. DC PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0180
Total number of active participants reported on line 7a of the Form 55002019-01-0118
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-0179
Total participants2019-01-0179
Number of participants with account balances2019-01-0179
2018: SUB-BOARD I, INC. DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0182
Total number of active participants reported on line 7a of the Form 55002018-01-0122
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0180
Number of participants with account balances2018-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUB-BOARD I, INC. DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0187
Total number of active participants reported on line 7a of the Form 55002017-01-0122
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0182
Number of participants with account balances2017-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUB-BOARD I, INC. DC PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0185
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0187
Number of participants with account balances2016-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUB-BOARD I, INC. DC PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0184
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0185
Number of participants with account balances2015-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUB-BOARD I, INC. DC PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0183
Total number of active participants reported on line 7a of the Form 55002014-01-0133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0184
Number of participants with account balances2014-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUB-BOARD I, INC. DC PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0185
Total number of active participants reported on line 7a of the Form 55002013-01-0139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0187
Number of participants with account balances2013-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUB-BOARD I, INC. DC PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0185
Total number of active participants reported on line 7a of the Form 55002012-01-0139
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0185
Number of participants with account balances2012-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUB-BOARD I, INC. DC PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0188
Total number of active participants reported on line 7a of the Form 55002011-01-0139
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0185
Number of participants with account balances2011-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SUB-BOARD I, INC. DC PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0187
Total number of active participants reported on line 7a of the Form 55002009-01-0142
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0187
Number of participants with account balances2009-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SUB-BOARD I, INC. DC PLAN

Measure Date Value
2020 : SUB-BOARD I, INC. DC PLAN 2020 401k financial data
Total income from all sources2020-02-29$-277,429
Expenses. Total of all expenses incurred2020-02-29$381,867
Benefits paid (including direct rollovers)2020-02-29$381,867
Total plan assets at end of year2020-02-29$6,477,754
Total plan assets at beginning of year2020-02-29$7,137,050
Value of fidelity bond covering the plan2020-02-29$500,000
Other income received2020-02-29$-277,429
Net income (gross income less expenses)2020-02-29$-659,296
Net plan assets at end of year (total assets less liabilities)2020-02-29$6,477,754
Net plan assets at beginning of year (total assets less liabilities)2020-02-29$7,137,050
2019 : SUB-BOARD I, INC. DC PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,081,208
Expenses. Total of all expenses incurred2019-12-31$426,297
Benefits paid (including direct rollovers)2019-12-31$426,297
Total plan assets at end of year2019-12-31$7,137,050
Total plan assets at beginning of year2019-12-31$6,482,139
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$956,306
Net income (gross income less expenses)2019-12-31$654,911
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,137,050
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,482,139
Total contributions received or receivable from employer(s)2019-12-31$124,902
2018 : SUB-BOARD I, INC. DC PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-48,664
Expenses. Total of all expenses incurred2018-12-31$171,497
Benefits paid (including direct rollovers)2018-12-31$171,497
Total plan assets at end of year2018-12-31$6,482,138
Total plan assets at beginning of year2018-12-31$6,702,299
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$6,180
Other income received2018-12-31$-195,012
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-220,161
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,482,138
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,702,299
Total contributions received or receivable from employer(s)2018-12-31$140,168
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : SUB-BOARD I, INC. DC PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$868,615
Expenses. Total of all expenses incurred2017-12-31$177,683
Benefits paid (including direct rollovers)2017-12-31$177,683
Total plan assets at end of year2017-12-31$6,702,299
Total plan assets at beginning of year2017-12-31$6,011,367
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$733,070
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$690,932
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,702,299
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,011,367
Total contributions received or receivable from employer(s)2017-12-31$135,545
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : SUB-BOARD I, INC. DC PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$468,687
Expenses. Total of all expenses incurred2016-12-31$171,909
Benefits paid (including direct rollovers)2016-12-31$171,909
Total plan assets at end of year2016-12-31$6,011,367
Total plan assets at beginning of year2016-12-31$5,714,589
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$339,884
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$296,778
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,011,367
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,714,589
Total contributions received or receivable from employer(s)2016-12-31$128,803
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : SUB-BOARD I, INC. DC PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$252,643
Expenses. Total of all expenses incurred2015-12-31$345,207
Benefits paid (including direct rollovers)2015-12-31$345,207
Total plan assets at end of year2015-12-31$5,714,589
Total plan assets at beginning of year2015-12-31$5,807,153
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$119,597
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-92,564
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,714,589
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,807,153
Total contributions received or receivable from employer(s)2015-12-31$133,046
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : SUB-BOARD I, INC. DC PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$526,487
Expenses. Total of all expenses incurred2014-12-31$376,159
Benefits paid (including direct rollovers)2014-12-31$376,159
Total plan assets at end of year2014-12-31$5,807,153
Total plan assets at beginning of year2014-12-31$5,656,825
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$74,847
Other income received2014-12-31$306,709
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$150,328
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,807,153
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,656,825
Total contributions received or receivable from employer(s)2014-12-31$144,931
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : SUB-BOARD I, INC. DC PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$821,175
Expenses. Total of all expenses incurred2013-12-31$84,690
Benefits paid (including direct rollovers)2013-12-31$84,690
Total plan assets at end of year2013-12-31$5,656,825
Total plan assets at beginning of year2013-12-31$4,920,340
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$676,692
Net income (gross income less expenses)2013-12-31$736,485
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,656,825
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,920,340
Total contributions received or receivable from employer(s)2013-12-31$144,483
2012 : SUB-BOARD I, INC. DC PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$539,752
Expenses. Total of all expenses incurred2012-12-31$76,315
Benefits paid (including direct rollovers)2012-12-31$76,315
Total plan assets at end of year2012-12-31$4,920,340
Total plan assets at beginning of year2012-12-31$4,456,903
Value of fidelity bond covering the plan2012-12-31$300,000
Other income received2012-12-31$401,093
Net income (gross income less expenses)2012-12-31$463,437
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,920,340
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,456,903
Total contributions received or receivable from employer(s)2012-12-31$138,659
2011 : SUB-BOARD I, INC. DC PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$186,697
Expenses. Total of all expenses incurred2011-12-31$130,523
Benefits paid (including direct rollovers)2011-12-31$130,523
Total plan assets at end of year2011-12-31$4,456,903
Total plan assets at beginning of year2011-12-31$4,400,729
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$42,146
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$56,174
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,456,903
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,400,729
Total contributions received or receivable from employer(s)2011-12-31$144,551
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : SUB-BOARD I, INC. DC PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$489,731
Expenses. Total of all expenses incurred2010-12-31$67,809
Benefits paid (including direct rollovers)2010-12-31$67,809
Total plan assets at end of year2010-12-31$4,400,729
Total plan assets at beginning of year2010-12-31$3,978,806
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$347,922
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$421,922
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,400,729
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,978,806
Total contributions received or receivable from employer(s)2010-12-31$141,809
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for SUB-BOARD I, INC. DC PLAN

2020: SUB-BOARD I, INC. DC PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SUB-BOARD I, INC. DC PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SUB-BOARD I, INC. DC PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SUB-BOARD I, INC. DC PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SUB-BOARD I, INC. DC PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SUB-BOARD I, INC. DC PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SUB-BOARD I, INC. DC PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SUB-BOARD I, INC. DC PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SUB-BOARD I, INC. DC PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SUB-BOARD I, INC. DC PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: SUB-BOARD I, INC. DC PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328760
Policy instance 1
Insurance contract or identification number328760
Number of Individuals Covered78
Insurance policy start date2020-01-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328760
Policy instance 1
Insurance contract or identification number328760
Number of Individuals Covered79
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328760
Policy instance 1
Insurance contract or identification number328760
Number of Individuals Covered80
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 number328760
Policy instance 1
Insurance contract or identification number328760
Number of Individuals Covered81
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 number328760
Policy instance 1
Insurance contract or identification number328760
Number of Individuals Covered86
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328760
Policy instance 1
Insurance contract or identification number328760
Number of Individuals Covered85
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328760
Policy instance 1
Insurance contract or identification number328760
Number of Individuals Covered84
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328760
Policy instance 1
Insurance contract or identification number328760
Number of Individuals Covered83
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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