401k Plan data: LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN plan

LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LINDEN HALL SCHOOL FOR GIRLS has sponsored the creation of one or more 401k plans.

Company Name: LINDEN HALL SCHOOL FOR GIRLS

Employer identification number (EIN): 231352656

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01 ANNE RAMPULLA 2020-04-09 ANNE RAMPULLA 2020-04-09
001 2017-07-01 JOANNE WEIDMAN 2019-02-19 JOANNE WEIDMAN 2019-02-19
001 2016-07-01 JOANNE WEIDMAN 2018-04-06
001 2015-07-01 LANA VALENZUELA 2017-03-24 LANA VALENZUELA 2017-03-24
001 2014-07-01 LANA VALENZUELA 2016-04-14
001 2013-07-01 CAROLYN HAPEMAN 2014-11-11 CAROLYN HAPEMAN 2014-11-11
001 2012-07-01 CAROLYN HAPEMAN 2013-11-14 CAROLYN HAPEMAN 2013-11-13
001 2011-07-01 PAIGE MCFARLING 2013-04-15
001 2010-07-01 JOHN LEE 2012-03-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01	ANNE RAMPULLA	2020-04-09	ANNE RAMPULLA	2020-04-09
001	2017-07-01	JOANNE WEIDMAN	2019-02-19	JOANNE WEIDMAN	2019-02-19
001	2016-07-01	JOANNE WEIDMAN	2018-04-06
001	2015-07-01	LANA VALENZUELA	2017-03-24	LANA VALENZUELA	2017-03-24
001	2014-07-01	LANA VALENZUELA	2016-04-14
001	2013-07-01	CAROLYN HAPEMAN	2014-11-11	CAROLYN HAPEMAN	2014-11-11
001	2012-07-01	CAROLYN HAPEMAN	2013-11-14	CAROLYN HAPEMAN	2013-11-13
001	2011-07-01	PAIGE MCFARLING	2013-04-15
001	2010-07-01	JOHN LEE	2012-03-21

Plan Statistics for LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2021: LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 122
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 0
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 0
Number of participants with account balances 2021-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 136
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 51
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 71
Total of all active and inactive participants 2020-07-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 122
Number of participants with account balances 2020-07-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 58
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 78
Total of all active and inactive participants 2019-07-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 136
Number of participants with account balances 2019-07-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0

Measure	Date	Value
2021: LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	122
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	0
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	0
Number of participants with account balances	2021-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	136
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	51
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	71
Total of all active and inactive participants	2020-07-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	122
Number of participants with account balances	2020-07-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	58
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	78
Total of all active and inactive participants	2019-07-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	136
Number of participants with account balances	2019-07-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0

Financial Data on LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-05-31	$0
Total transfer of assets from this plan	2022-05-31	$5,863,216
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total income from all sources (including contributions)	2022-05-31	$-412,368
Total loss/gain on sale of assets	2022-05-31	$0
Total of all expenses incurred	2022-05-31	$495,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$476,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$206,900
Value of total assets at end of year	2022-05-31	$0
Value of total assets at beginning of year	2022-05-31	$6,771,526
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$19,152
Total interest from all sources	2022-05-31	$29,844
Total dividends received (eg from common stock, registered investment company shares)	2022-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	No
Administrative expenses professional fees incurred	2022-05-31	$19,152
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-05-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Contributions received from participants	2022-05-31	$184,189
Income. Received or receivable in cash from other sources (including rollovers)	2022-05-31	$22,711
Other income not declared elsewhere	2022-05-31	$7,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-908,310
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$6,771,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-31	$5,762,086
Value of interest in pooled separate accounts at end of year	2022-05-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-05-31	$99,661
Interest earned on other investments	2022-05-31	$29,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-05-31	$909,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-31	$-678,247
Net investment gain/loss from pooled separate accounts	2022-05-31	$21,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	No
Was there a failure to transmit to the plan any participant contributions	2022-05-31	No
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Contributions received in cash from employer	2022-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$476,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-05-31	Yes
Did the plan have assets held for investment	2022-05-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2022-05-31	Disclaimer
Accountancy firm name	2022-05-31	TAIT, WELLER & BAKER, LLP
Accountancy firm EIN	2022-05-31	231144520
2021 : LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,106,514
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$2,949,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,949,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$205,407
Value of total assets at end of year	2021-06-30	$6,771,526
Value of total assets at beginning of year	2021-06-30	$7,614,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$0
Total interest from all sources	2021-06-30	$34,504
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$180,101
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$300
Other income not declared elsewhere	2021-06-30	$7,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$-842,979
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$6,771,526
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$7,614,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$5,762,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$6,581,551
Value of interest in pooled separate accounts at end of year	2021-06-30	$99,661
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$151,821
Interest earned on other investments	2021-06-30	$34,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$909,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$881,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,853,102
Net investment gain/loss from pooled separate accounts	2021-06-30	$6,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$25,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,949,493
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	TAIT, WELLER & BAKER, LLP
Accountancy firm EIN	2021-06-30	231144520
2020 : LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$879,621
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$506,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$506,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$617,444
Value of total assets at end of year	2020-06-30	$7,614,505
Value of total assets at beginning of year	2020-06-30	$7,240,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$0
Total interest from all sources	2020-06-30	$33,442
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$243,255
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$168,055
Other income not declared elsewhere	2020-06-30	$4,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$373,520
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$7,614,505
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$7,240,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$6,581,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$6,224,220
Value of interest in pooled separate accounts at end of year	2020-06-30	$151,821
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$167,133
Interest earned on other investments	2020-06-30	$33,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$881,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$849,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$222,539
Net investment gain/loss from pooled separate accounts	2020-06-30	$1,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$206,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$506,101
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	TAIT, WELLER & BAKER, LLP
Accountancy firm EIN	2020-06-30	231144520

Form 5500 Responses for LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2021: LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 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	Yes
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: LINDEN HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 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 funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

500103

Policy instance

Insurance contract or identification number	500103
Number of Individuals Covered	0
Insurance policy start date	2021-07-01
Insurance policy end date	2022-05-31
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	0
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 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

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

Policy contract number

500103

Policy instance

Insurance contract or identification number	500103
Number of Individuals Covered	44
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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	0
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 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

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

Policy contract number

500103

Policy instance

Insurance contract or identification number	500103
Number of Individuals Covered	51
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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	0
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 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

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Company Name:	LINDEN HALL SCHOOL FOR GIRLS
Employer identification number (EIN):	231352656
NAIC Classification:	611000