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THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 401k Plan overview

Plan NameTHE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN
Plan identification number 002

THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.

401k Sponsoring company profile

THE LILLIAN AND BETTY RATNER SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE LILLIAN AND BETTY RATNER SCHOOL
Employer identification number (EIN):341367106
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01CONNIE HARTLEY2023-09-21
0022021-01-01CONNIE HARTLEY2022-10-14
0022020-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01
0022011-01-01
0022010-01-01
0022009-01-01
0022008-01-01
0022007-01-01
0022006-01-01
0022005-01-01
0022004-01-01
0022003-01-01
0022002-01-01
0022001-01-01
0022000-01-01

Plan Statistics for THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN

401k plan membership statisitcs for THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN

Measure Date Value
2020: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0159
Total number of active participants reported on line 7a of the Form 55002020-01-0146
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0155
Total participants2020-01-0155
Number of participants with account balances2020-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2018: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0160
Total number of active participants reported on line 7a of the Form 55002018-01-0152
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0160
Total participants2018-01-0160
Number of participants with account balances2018-01-0155
2017: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0160
Total number of active participants reported on line 7a of the Form 55002017-01-0153
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0160
Total participants2017-01-0160
Number of participants with account balances2017-01-0155
2016: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0163
Total number of active participants reported on line 7a of the Form 55002016-01-0153
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0160
Total participants2016-01-0160
Number of participants with account balances2016-01-0155
2015: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0149
Total number of active participants reported on line 7a of the Form 55002015-01-0153
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0163
Total participants2015-01-0163
Number of participants with account balances2015-01-0159
2014: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0151
Total number of active participants reported on line 7a of the Form 55002014-01-0141
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0149
Total participants2014-01-0149
Number of participants with account balances2014-01-0145
2013: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0160
Total number of active participants reported on line 7a of the Form 55002013-01-0150
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0158
Total participants2013-01-0158
Number of participants with account balances2013-01-0147
2012: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0160
Total number of active participants reported on line 7a of the Form 55002012-01-0152
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0160
Total participants2012-01-0160
Number of participants with account balances2012-01-0148
2011: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0160
Total number of active participants reported on line 7a of the Form 55002011-01-0152
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0160
Total participants2011-01-0160
Number of participants with account balances2011-01-0148
2010: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0160
Total number of active participants reported on line 7a of the Form 55002010-01-0152
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0160
Total participants2010-01-0160
Number of participants with account balances2010-01-0148
2009: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0160
Total number of active participants reported on line 7a of the Form 55002009-01-0152
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0160
Total participants2009-01-0160
Number of participants with account balances2009-01-0148
2008: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0160
Total number of active participants reported on line 7a of the Form 55002008-01-0152
Number of other retired or separated participants entitled to future benefits2008-01-018
Total of all active and inactive participants2008-01-0160
Total participants2008-01-0160
Number of participants with account balances2008-01-0148
2007: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0160
Total number of active participants reported on line 7a of the Form 55002007-01-0152
Number of other retired or separated participants entitled to future benefits2007-01-018
Total of all active and inactive participants2007-01-0160
Total participants2007-01-0160
Number of participants with account balances2007-01-0148
2006: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-0160
Total number of active participants reported on line 7a of the Form 55002006-01-0152
Number of other retired or separated participants entitled to future benefits2006-01-018
Total of all active and inactive participants2006-01-0160
Total participants2006-01-0160
Number of participants with account balances2006-01-0148
2005: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-0160
Total number of active participants reported on line 7a of the Form 55002005-01-0152
Number of other retired or separated participants entitled to future benefits2005-01-018
Total of all active and inactive participants2005-01-0160
Total participants2005-01-0160
Number of participants with account balances2005-01-0148
2004: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-0160
Total number of active participants reported on line 7a of the Form 55002004-01-0152
Number of other retired or separated participants entitled to future benefits2004-01-018
Total of all active and inactive participants2004-01-0160
Total participants2004-01-0160
Number of participants with account balances2004-01-0148
2003: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-0160
Total number of active participants reported on line 7a of the Form 55002003-01-0152
Number of other retired or separated participants entitled to future benefits2003-01-018
Total of all active and inactive participants2003-01-0160
Total participants2003-01-0160
Number of participants with account balances2003-01-0148
2002: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-0160
Total number of active participants reported on line 7a of the Form 55002002-01-0152
Number of other retired or separated participants entitled to future benefits2002-01-018
Total of all active and inactive participants2002-01-0160
Total participants2002-01-0160
Number of participants with account balances2002-01-0148
2001: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2001 401k membership
Total participants, beginning-of-year2001-01-0160
Total number of active participants reported on line 7a of the Form 55002001-01-0152
Number of other retired or separated participants entitled to future benefits2001-01-018
Total of all active and inactive participants2001-01-0160
Total participants2001-01-0160
Number of participants with account balances2001-01-0148
2000: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2000 401k membership
Total participants, beginning-of-year2000-01-010
Total number of active participants reported on line 7a of the Form 55002000-01-0152
Number of other retired or separated participants entitled to future benefits2000-01-018
Total of all active and inactive participants2000-01-0160
Total participants2000-01-0160
Number of participants with account balances2000-01-0148

Financial Data on THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN

Measure Date Value
2020 : THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2020 401k financial data
Total income from all sources2020-12-31$156,275
Expenses. Total of all expenses incurred2020-12-31$109,612
Benefits paid (including direct rollovers)2020-12-31$109,612
Total plan assets at end of year2020-12-31$636,080
Total plan assets at beginning of year2020-12-31$589,417
Other income received2020-12-31$145,673
Net income (gross income less expenses)2020-12-31$46,663
Net plan assets at end of year (total assets less liabilities)2020-12-31$636,080
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$589,417
Total contributions received or receivable from employer(s)2020-12-31$10,602
2019 : THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2019 401k financial data
Total income from all sources2019-12-31$124,121
Expenses. Total of all expenses incurred2019-12-31$5,329
Benefits paid (including direct rollovers)2019-12-31$5,329
Total plan assets at end of year2019-12-31$589,417
Total plan assets at beginning of year2019-12-31$470,625
Other income received2019-12-31$115,199
Net income (gross income less expenses)2019-12-31$118,792
Net plan assets at end of year (total assets less liabilities)2019-12-31$589,417
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$470,625
Total contributions received or receivable from employer(s)2019-12-31$8,922
2018 : THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2018 401k financial data
Total income from all sources2018-12-31$-11,632
Expenses. Total of all expenses incurred2018-12-31$2,313
Benefits paid (including direct rollovers)2018-12-31$2,313
Total plan assets at end of year2018-12-31$470,625
Total plan assets at beginning of year2018-12-31$484,570
Other income received2018-12-31$-20,554
Net income (gross income less expenses)2018-12-31$-13,945
Net plan assets at end of year (total assets less liabilities)2018-12-31$470,625
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$484,570
Total contributions received or receivable from employer(s)2018-12-31$8,922
2017 : THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2017 401k financial data
Total income from all sources2017-12-31$94,393
Expenses. Total of all expenses incurred2017-12-31$2,251
Benefits paid (including direct rollovers)2017-12-31$2,251
Total plan assets at end of year2017-12-31$484,570
Total plan assets at beginning of year2017-12-31$392,428
Other income received2017-12-31$84,178
Net income (gross income less expenses)2017-12-31$92,142
Net plan assets at end of year (total assets less liabilities)2017-12-31$484,570
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$392,428
Total contributions received or receivable from employer(s)2017-12-31$10,215
2016 : THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2016 401k financial data
Total income from all sources2016-12-31$25,570
Expenses. Total of all expenses incurred2016-12-31$17,545
Benefits paid (including direct rollovers)2016-12-31$17,545
Total plan assets at end of year2016-12-31$392,428
Total plan assets at beginning of year2016-12-31$384,403
Other income received2016-12-31$18,592
Net income (gross income less expenses)2016-12-31$8,025
Net plan assets at end of year (total assets less liabilities)2016-12-31$392,428
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$384,403
Total contributions received or receivable from employer(s)2016-12-31$6,978
2015 : THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2015 401k financial data
Total income from all sources2015-12-31$23,174
Expenses. Total of all expenses incurred2015-12-31$18,214
Benefits paid (including direct rollovers)2015-12-31$18,214
Total plan assets at end of year2015-12-31$384,403
Total plan assets at beginning of year2015-12-31$379,443
Other income received2015-12-31$11,551
Net income (gross income less expenses)2015-12-31$4,960
Net plan assets at end of year (total assets less liabilities)2015-12-31$384,403
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$379,443
Total contributions received or receivable from employer(s)2015-12-31$11,623
2014 : THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2014 401k financial data
Total income from all sources2014-12-31$33,337
Expenses. Total of all expenses incurred2014-12-31$39,745
Benefits paid (including direct rollovers)2014-12-31$39,745
Total plan assets at end of year2014-12-31$379,443
Total plan assets at beginning of year2014-12-31$385,851
Other income received2014-12-31$33,337
Net income (gross income less expenses)2014-12-31$-6,408
Net plan assets at end of year (total assets less liabilities)2014-12-31$379,443
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$385,851
2013 : THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2013 401k financial data
Total income from all sources2013-12-31$74,983
Expenses. Total of all expenses incurred2013-12-31$17,464
Benefits paid (including direct rollovers)2013-12-31$17,464
Total plan assets at end of year2013-12-31$385,851
Total plan assets at beginning of year2013-12-31$328,332
Other income received2013-12-31$74,983
Net income (gross income less expenses)2013-12-31$57,519
Net plan assets at end of year (total assets less liabilities)2013-12-31$385,851
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$328,332
2012 : THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2012 401k financial data
Total income from all sources2012-12-31$38,124
Expenses. Total of all expenses incurred2012-12-31$3,157
Benefits paid (including direct rollovers)2012-12-31$3,157
Total plan assets at end of year2012-12-31$328,332
Total plan assets at beginning of year2012-12-31$293,365
Other income received2012-12-31$38,124
Net income (gross income less expenses)2012-12-31$34,967
Net plan assets at end of year (total assets less liabilities)2012-12-31$328,332
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$293,365
2011 : THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2011 401k financial data
Total income from all sources2011-12-31$38,124
Expenses. Total of all expenses incurred2011-12-31$3,157
Benefits paid (including direct rollovers)2011-12-31$3,157
Total plan assets at end of year2011-12-31$328,332
Total plan assets at beginning of year2011-12-31$293,365
Other income received2011-12-31$38,124
Net income (gross income less expenses)2011-12-31$34,967
Net plan assets at end of year (total assets less liabilities)2011-12-31$328,332
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$293,365
2010 : THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2010 401k financial data
Total income from all sources2010-12-31$38,124
Expenses. Total of all expenses incurred2010-12-31$3,157
Benefits paid (including direct rollovers)2010-12-31$3,157
Total plan assets at end of year2010-12-31$328,332
Total plan assets at beginning of year2010-12-31$293,365
Other income received2010-12-31$38,124
Net income (gross income less expenses)2010-12-31$34,967
Net plan assets at end of year (total assets less liabilities)2010-12-31$328,332
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$293,365
2009 : THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2009 401k financial data
Total income from all sources2009-12-31$38,124
Expenses. Total of all expenses incurred2009-12-31$3,157
Benefits paid (including direct rollovers)2009-12-31$3,157
Total plan assets at end of year2009-12-31$328,332
Total plan assets at beginning of year2009-12-31$293,365
Other income received2009-12-31$38,124
Net income (gross income less expenses)2009-12-31$34,967
Net plan assets at end of year (total assets less liabilities)2009-12-31$328,332
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$293,365

Form 5500 Responses for THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN

2020: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2018: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2007: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2006: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2005: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2004: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2003: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2002: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2001: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2000: THE LILLIAN AND BETTY RATNER SCHOOL 403(B) DC PLAN 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01First time form 5500 has been submittedYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387500
Policy instance 1
Insurance contract or identification number387500
Number of Individuals Covered49
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387500
Policy instance 1
Insurance contract or identification number387500
Number of Individuals Covered55
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387500
Policy instance 1
Insurance contract or identification number387500
Number of Individuals Covered55
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387500
Policy instance 1
Insurance contract or identification number387500
Number of Individuals Covered55
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387500
Policy instance 1
Insurance contract or identification number387500
Number of Individuals Covered59
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387500
Policy instance 1
Insurance contract or identification number387500
Number of Individuals Covered45
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387500
Policy instance 1
Insurance contract or identification number387500
Number of Individuals Covered47
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387500
Policy instance 1
Insurance contract or identification number387500
Number of Individuals Covered48
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387500
Policy instance 1
Insurance contract or identification number387500
Number of Individuals Covered48
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387500
Policy instance 1
Insurance contract or identification number387500
Number of Individuals Covered48
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387500
Policy instance 1
Insurance contract or identification number387500
Number of Individuals Covered48
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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