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UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN
Plan identification number 001

UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNIVERSITY SCHOOL OF NASHVILLE has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY SCHOOL OF NASHVILLE
Employer identification number (EIN):237424429
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TERESA C. STANDARD
0012016-01-01TERESA C. STANDARD
0012015-01-01TERESA C. STANDARD
0012014-01-01TERESA C. STANDARD
0012013-01-01TERESA C. STANDARD
0012012-01-01TERESA C. STANDARD
0012011-01-01TERESA C. STANDARD
0012009-01-01TERESA C. STANDARD

Plan Statistics for UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN

Measure Date Value
2022: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01357
Total number of active participants reported on line 7a of the Form 55002022-01-01204
Number of retired or separated participants receiving benefits2022-01-0170
Number of other retired or separated participants entitled to future benefits2022-01-0189
Total of all active and inactive participants2022-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01363
Number of participants with account balances2022-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01343
Total number of active participants reported on line 7a of the Form 55002021-01-01210
Number of retired or separated participants receiving benefits2021-01-0159
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01356
Number of participants with account balances2021-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01353
Total number of active participants reported on line 7a of the Form 55002020-01-01209
Number of retired or separated participants receiving benefits2020-01-0163
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01343
Number of participants with account balances2020-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01352
Total number of active participants reported on line 7a of the Form 55002019-01-01214
Number of retired or separated participants receiving benefits2019-01-0159
Number of other retired or separated participants entitled to future benefits2019-01-0177
Total of all active and inactive participants2019-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01350
Number of participants with account balances2019-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01343
Total number of active participants reported on line 7a of the Form 55002018-01-01211
Number of retired or separated participants receiving benefits2018-01-0165
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01352
Number of participants with account balances2018-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01334
Total number of active participants reported on line 7a of the Form 55002017-01-01209
Number of retired or separated participants receiving benefits2017-01-0157
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01339
Number of participants with account balances2017-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01317
Total number of active participants reported on line 7a of the Form 55002016-01-01210
Number of retired or separated participants receiving benefits2016-01-0151
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01333
Number of participants with account balances2016-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01312
Total number of active participants reported on line 7a of the Form 55002015-01-01196
Number of retired or separated participants receiving benefits2015-01-0152
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01317
Number of participants with account balances2015-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01304
Total number of active participants reported on line 7a of the Form 55002014-01-01192
Number of retired or separated participants receiving benefits2014-01-0142
Number of other retired or separated participants entitled to future benefits2014-01-0177
Total of all active and inactive participants2014-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01311
Number of participants with account balances2014-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01299
Total number of active participants reported on line 7a of the Form 55002013-01-01188
Number of retired or separated participants receiving benefits2013-01-0130
Number of other retired or separated participants entitled to future benefits2013-01-0184
Total of all active and inactive participants2013-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01302
Number of participants with account balances2013-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01295
Total number of active participants reported on line 7a of the Form 55002012-01-01182
Number of retired or separated participants receiving benefits2012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-0192
Total of all active and inactive participants2012-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01295
Number of participants with account balances2012-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01287
Total number of active participants reported on line 7a of the Form 55002011-01-01179
Number of retired or separated participants receiving benefits2011-01-0183
Number of other retired or separated participants entitled to future benefits2011-01-0189
Total of all active and inactive participants2011-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01352
Number of participants with account balances2011-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01276
Total number of active participants reported on line 7a of the Form 55002009-01-01175
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-0188
Total of all active and inactive participants2009-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01276
Number of participants with account balances2009-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN

Measure Date Value
2022 : UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,928,252
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,390,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,300,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,423,418
Value of total assets at end of year2022-12-31$33,845,021
Value of total assets at beginning of year2022-12-31$41,163,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$89,890
Total interest from all sources2022-12-31$271,225
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$772,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$772,976
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,485,490
Participant contributions at end of year2022-12-31$94,562
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$48,788
Other income not declared elsewhere2022-12-31$11,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,318,901
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,845,021
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,163,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$34,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,774,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,256,210
Value of interest in pooled separate accounts at end of year2022-12-31$331,454
Value of interest in pooled separate accounts at beginning of year2022-12-31$316,812
Interest earned on other investments2022-12-31$271,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,577,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,590,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,407,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$889,140
Employer contributions (assets) at end of year2022-12-31$67,269
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,300,759
Contract administrator fees2022-12-31$54,893
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LBMC, PC
Accountancy firm EIN2022-12-31621199757
2021 : UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,289,594
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,289,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,197,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,450,919
Value of total assets at end of year2021-12-31$41,163,922
Value of total assets at beginning of year2021-12-31$36,163,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$91,877
Total interest from all sources2021-12-31$232,114
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,764,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,764,016
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,417,828
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$184,357
Other income not declared elsewhere2021-12-31$5,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,000,527
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,163,922
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,163,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$30,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,256,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,050,483
Value of interest in pooled separate accounts at end of year2021-12-31$316,812
Value of interest in pooled separate accounts at beginning of year2021-12-31$277,738
Interest earned on other investments2021-12-31$232,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,590,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,835,174
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$285,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,788,798
Net investment gain/loss from pooled separate accounts2021-12-31$48,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$848,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,911,465
Contract administrator fees2021-12-31$61,673
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,254,589
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,333,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,260,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,123,445
Value of total assets at end of year2020-12-31$36,163,394
Value of total assets at beginning of year2020-12-31$33,242,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,657
Total interest from all sources2020-12-31$267,061
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$645,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$645,957
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,323,987
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,920,619
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,163,394
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,242,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$24,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,050,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,168,505
Value of interest in pooled separate accounts at end of year2020-12-31$277,737
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,283,017
Interest earned on other investments2020-12-31$267,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,835,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,791,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,218,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$789,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,260,313
Contract administrator fees2020-12-31$48,991
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,456,226
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,366,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,302,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,397,204
Value of total assets at end of year2019-12-31$33,242,775
Value of total assets at beginning of year2019-12-31$27,152,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,131
Total interest from all sources2019-12-31$53,363
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$604,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,301,079
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$308,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,089,970
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,242,775
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,152,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,168,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,528,257
Value of interest in pooled separate accounts at end of year2019-12-31$4,283,017
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,022,255
Interest earned on other investments2019-12-31$53,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,791,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,602,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,401,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$787,379
Income. Dividends from common stock2019-12-31$604,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,302,125
Contract administrator fees2019-12-31$34,601
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-12-31560574444
2018 : UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$506,290
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,531,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,478,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,715,085
Value of total assets at end of year2018-12-31$27,152,805
Value of total assets at beginning of year2018-12-31$28,177,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,615
Total interest from all sources2018-12-31$273,347
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$630,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$630,869
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,091,256
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$77,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,024,879
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,152,805
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,177,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,528,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,902,020
Value of interest in pooled separate accounts at end of year2018-12-31$4,022,255
Value of interest in pooled separate accounts at beginning of year2018-12-31$454,248
Interest earned on other investments2018-12-31$273,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,602,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,697,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,113,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$623,829
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$45,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,478,554
Contract administrator fees2018-12-31$51,402
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2018-12-31560574444
2017 : UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,147,718
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,236,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,180,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,725,905
Value of total assets at end of year2017-12-31$28,177,684
Value of total assets at beginning of year2017-12-31$25,266,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,633
Total interest from all sources2017-12-31$268,795
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$523,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$523,634
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,034,963
Participant contributions at end of year2017-12-31$77,931
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$84,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,911,401
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,177,684
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,266,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,902,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,071,943
Value of interest in pooled separate accounts at end of year2017-12-31$454,248
Value of interest in pooled separate accounts at beginning of year2017-12-31$411,330
Interest earned on other investments2017-12-31$268,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,697,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,781,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,629,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$606,516
Employer contributions (assets) at end of year2017-12-31$45,630
Employer contributions (assets) at beginning of year2017-12-31$1,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,180,684
Contract administrator fees2017-12-31$55,633
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2017-12-31560574444
2016 : UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,337,435
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,333,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,286,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,554,503
Value of total assets at end of year2016-12-31$25,266,283
Value of total assets at beginning of year2016-12-31$23,262,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,546
Total interest from all sources2016-12-31$294,885
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$364,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$364,285
Administrative expenses professional fees incurred2016-12-31$6,287
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$969,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,003,996
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,266,283
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,262,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$12,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,071,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,949,199
Value of interest in pooled separate accounts at end of year2016-12-31$411,330
Value of interest in pooled separate accounts at beginning of year2016-12-31$381,206
Interest earned on other investments2016-12-31$294,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,781,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,931,882
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$90,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,103,166
Net investment gain/loss from pooled separate accounts2016-12-31$20,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$584,660
Employer contributions (assets) at end of year2016-12-31$1,104
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,196,512
Contract administrator fees2016-12-31$27,683
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FRASIER, DEAN & HOWARD, PLLC
Accountancy firm EIN2016-12-31621073578
2015 : UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,726,422
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,775,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,737,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,550,691
Value of total assets at end of year2015-12-31$23,262,287
Value of total assets at beginning of year2015-12-31$24,311,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,429
Total interest from all sources2015-12-31$285,363
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$455,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$455,408
Administrative expenses professional fees incurred2015-12-31$4,191
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$962,975
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,048,914
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,262,287
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,311,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,949,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,809,425
Value of interest in pooled separate accounts at end of year2015-12-31$381,206
Value of interest in pooled separate accounts at beginning of year2015-12-31$364,305
Interest earned on other investments2015-12-31$285,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,931,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,137,471
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$178,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-593,925
Net investment gain/loss from pooled separate accounts2015-12-31$28,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$566,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,559,090
Contract administrator fees2015-12-31$24,855
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FRASIER, DEAN & HOWARD, PLLC
Accountancy firm EIN2015-12-31621073578
2014 : UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,392
Total income from all sources (including contributions)2014-12-31$3,112,215
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,546,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,524,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,864,074
Value of total assets at end of year2014-12-31$24,311,201
Value of total assets at beginning of year2014-12-31$22,748,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,402
Total interest from all sources2014-12-31$292,778
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$353,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$353,250
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$972,634
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$358,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,392
Other income not declared elsewhere2014-12-31$18,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,565,502
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,311,201
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,745,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,809,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,444,279
Value of interest in pooled separate accounts at end of year2014-12-31$364,305
Value of interest in pooled separate accounts at beginning of year2014-12-31$370,918
Interest earned on other investments2014-12-31$292,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,137,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,932,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$538,215
Net investment gain/loss from pooled separate accounts2014-12-31$45,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$532,908
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,524,311
Contract administrator fees2014-12-31$22,402
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARTER LANKFORD CPAS P.C.
Accountancy firm EIN2014-12-31810672037
2013 : UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,538,908
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,840,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,827,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,308,816
Value of total assets at end of year2013-12-31$22,748,091
Value of total assets at beginning of year2013-12-31$20,046,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,205
Total interest from all sources2013-12-31$279,540
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$818,795
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,698,750
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,745,699
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,046,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,444,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,657,415
Value of interest in pooled separate accounts at end of year2013-12-31$370,918
Value of interest in pooled separate accounts at beginning of year2013-12-31$302,506
Interest earned on other investments2013-12-31$279,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,932,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,086,781
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$521,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,919,426
Net investment gain/loss from pooled separate accounts2013-12-31$31,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$478,209
Employer contributions (assets) at end of year2013-12-31$500
Employer contributions (assets) at beginning of year2013-12-31$247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,306,891
Contract administrator fees2013-12-31$12,205
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARTER LANKFORD CPAS P.C.
Accountancy firm EIN2013-12-31810672037
2012 : UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,178,480
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,229,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,219,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,218,641
Value of total assets at end of year2012-12-31$20,046,949
Value of total assets at beginning of year2012-12-31$18,098,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,817
Total interest from all sources2012-12-31$270,228
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$758,165
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$60
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,300
Other income not declared elsewhere2012-12-31$48
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,948,926
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,046,949
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,098,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,657,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,044,360
Value of interest in pooled separate accounts at end of year2012-12-31$302,506
Value of interest in pooled separate accounts at beginning of year2012-12-31$254,547
Interest earned on other investments2012-12-31$270,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,086,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,798,881
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$186,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,663,031
Net investment gain/loss from pooled separate accounts2012-12-31$26,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$459,176
Employer contributions (assets) at end of year2012-12-31$247
Employer contributions (assets) at beginning of year2012-12-31$175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,032,806
Contract administrator fees2012-12-31$9,817
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARSONS AND ASSOCIATES
Accountancy firm EIN2012-12-31261865985
2011 : UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$952,576
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$688,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$681,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,158,235
Value of total assets at end of year2011-12-31$18,098,023
Value of total assets at beginning of year2011-12-31$17,833,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,753
Total interest from all sources2011-12-31$260,253
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$723,625
Participant contributions at end of year2011-12-31$60
Participant contributions at beginning of year2011-12-31$58,192
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$264,431
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,098,023
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,833,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,044,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,525,430
Value of interest in pooled separate accounts at end of year2011-12-31$254,547
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,843,639
Interest earned on other investments2011-12-31$260,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,798,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,372,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-492,964
Net investment gain/loss from pooled separate accounts2011-12-31$27,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$433,309
Employer contributions (assets) at end of year2011-12-31$175
Employer contributions (assets) at beginning of year2011-12-31$33,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$681,392
Contract administrator fees2011-12-31$6,753
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARSONS AND ASSOCIATES
Accountancy firm EIN2011-12-31261865985
2010 : UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,375
Total income from all sources (including contributions)2010-12-31$3,008,378
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,001,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$996,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,304,640
Value of total assets at end of year2010-12-31$17,833,592
Value of total assets at beginning of year2010-12-31$15,831,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,678
Total interest from all sources2010-12-31$246,391
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$722,015
Participant contributions at end of year2010-12-31$58,192
Participant contributions at beginning of year2010-12-31$842
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$161,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,006,590
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,833,592
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,827,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,678
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,525,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,816,404
Value of interest in pooled separate accounts at end of year2010-12-31$5,843,639
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,633,612
Interest earned on other investments2010-12-31$246,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,372,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,380,404
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$393,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$656,601
Net investment gain/loss from pooled separate accounts2010-12-31$800,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$421,435
Employer contributions (assets) at end of year2010-12-31$33,582
Employer contributions (assets) at beginning of year2010-12-31$115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$602,947
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARSONS AND ASSOCIATES
Accountancy firm EIN2010-12-31261865985

Form 5500 Responses for UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN

2022: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500598
Policy instance 1
Insurance contract or identification number500598
Number of Individuals Covered134
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500598
Policy instance 1
Insurance contract or identification number500598
Number of Individuals Covered133
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500598
Policy instance 1
Insurance contract or identification number500598
Number of Individuals Covered137
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500598
Policy instance 1
Insurance contract or identification number500598
Number of Individuals Covered142
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68289
Policy instance 1
Insurance contract or identification number68289
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500598
Policy instance 2
Insurance contract or identification number500598
Number of Individuals Covered146
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68289
Policy instance 1
Insurance contract or identification number68289
Number of Individuals Covered35
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500598
Policy instance 2
Insurance contract or identification number500598
Number of Individuals Covered152
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68289
Policy instance 1
Insurance contract or identification number68289
Number of Individuals Covered36
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500598
Policy instance 2
Insurance contract or identification number500598
Number of Individuals Covered167
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500598
Policy instance 2
Insurance contract or identification number500598
Number of Individuals Covered172
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68289
Policy instance 1
Insurance contract or identification number68289
Number of Individuals Covered37
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,652
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,470
Insurance broker organization code?3
Insurance broker nameVINCENT GUY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337004
Policy instance 2
Insurance contract or identification number337004
Number of Individuals Covered196
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68289
Policy instance 1
Insurance contract or identification number68289
Number of Individuals Covered117
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,810
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,075
Insurance broker organization code?3
Insurance broker nameVINCENT GUY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68289
Policy instance 1
Insurance contract or identification number68289
Number of Individuals Covered115
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,029
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,442
Insurance broker organization code?3
Insurance broker nameVINCENT GUY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337004
Policy instance 2
Insurance contract or identification number337004
Number of Individuals Covered188
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337004
Policy instance 2
Insurance contract or identification number337004
Number of Individuals Covered185
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68289
Policy instance 1
Insurance contract or identification number68289
Number of Individuals Covered117
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,247
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337004
Policy instance 2
Insurance contract or identification number337004
Number of Individuals Covered185
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68289
Policy instance 1
Insurance contract or identification number68289
Number of Individuals Covered113
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,901
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,779
Insurance broker organization code?3
Insurance broker nameJOHN HARE

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