?>
Logo

LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 401k Plan overview

Plan NameLAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN
Plan identification number 001

LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

LAKE RIDGE ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:LAKE RIDGE ACADEMY
Employer identification number (EIN):346519833
NAIC Classification:611000

Additional information about LAKE RIDGE ACADEMY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1962-09-24
Company Identification Number: 314027
Legal Registered Office Address: 37501 CENTER RIDGE RD
-
N RIDGEVILLE
United States of America (USA)
44039

More information about LAKE RIDGE ACADEMY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01CINDI SEIDEL
0012015-07-01MELISSA BORDINE
0012015-01-01CYNTHIA SEIDEL2016-04-12
0012014-01-01CYNTHIA SEIDEL2015-10-08
0012013-01-01CYNTHIA SEIDEL2015-10-09
0012012-01-01CYNTHIA SEIDEL2013-10-04 CYNTHIA SEIDEL2013-10-04
0012011-01-01GRETCHEN ANDERSON2012-07-31
0012010-01-01GRETCHEN ANDERSON2011-08-26
0012009-01-01GRETCHEN ANDERSON
0012009-01-01GRETCHEN ANDERSON
0012008-01-01
0012007-01-01GRETCHEN ANDERSON

Plan Statistics for LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN

401k plan membership statisitcs for LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN

Measure Date Value
2021: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01229
Total number of active participants reported on line 7a of the Form 55002021-07-01103
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01118
Total of all active and inactive participants2021-07-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01222
Number of participants with account balances2021-07-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01219
Total number of active participants reported on line 7a of the Form 55002020-07-01109
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01120
Total of all active and inactive participants2020-07-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01229
Number of participants with account balances2020-07-01197
2019: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01211
Total number of active participants reported on line 7a of the Form 55002019-07-01105
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01114
Total of all active and inactive participants2019-07-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01219
Number of participants with account balances2019-07-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01217
Total number of active participants reported on line 7a of the Form 55002018-07-01101
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01110
Total of all active and inactive participants2018-07-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01211
Number of participants with account balances2018-07-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01221
Total number of active participants reported on line 7a of the Form 55002017-07-01102
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01115
Total of all active and inactive participants2017-07-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01217
Number of participants with account balances2017-07-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01225
Total number of active participants reported on line 7a of the Form 55002016-07-01103
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01118
Total of all active and inactive participants2016-07-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01221
Number of participants with account balances2016-07-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01123
Total number of active participants reported on line 7a of the Form 55002015-07-0198
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01127
Total of all active and inactive participants2015-07-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01225
Number of participants with account balances2015-07-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2009: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0156
Total number of active participants reported on line 7a of the Form 55002009-01-0156
Total of all active and inactive participants2009-01-0156
Total participants2009-01-0156
2007: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0158
Number of employers contributing to the scheme2007-01-0158

Financial Data on LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN

Measure Date Value
2022 : LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,065,449
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,289,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,277,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$460,606
Value of total assets at end of year2022-06-30$14,953,870
Value of total assets at beginning of year2022-06-30$17,309,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$12,340
Total interest from all sources2022-06-30$191,196
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$372,342
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$440
Other income not declared elsewhere2022-06-30$11,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,355,329
Value of net assets at end of year (total assets less liabilities)2022-06-30$14,953,870
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$17,309,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$9,143,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$11,587,529
Value of interest in pooled separate accounts at end of year2022-06-30$562,614
Value of interest in pooled separate accounts at beginning of year2022-06-30$491,854
Interest earned on other investments2022-06-30$191,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$5,225,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$5,188,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,837,831
Net investment gain/loss from pooled separate accounts2022-06-30$108,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$87,824
Employer contributions (assets) at end of year2022-06-30$21,823
Employer contributions (assets) at beginning of year2022-06-30$41,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,277,540
Contract administrator fees2022-06-30$12,340
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2022-06-30340677006
2021 : LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,711,939
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,553,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,543,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$464,421
Value of total assets at end of year2021-06-30$17,309,199
Value of total assets at beginning of year2021-06-30$15,150,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$9,900
Total interest from all sources2021-06-30$192,828
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$326,896
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$52,679
Other income not declared elsewhere2021-06-30$9,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,158,286
Value of net assets at end of year (total assets less liabilities)2021-06-30$17,309,199
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$15,150,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$11,587,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$9,628,447
Value of interest in pooled separate accounts at end of year2021-06-30$491,854
Value of interest in pooled separate accounts at beginning of year2021-06-30$444,599
Interest earned on other investments2021-06-30$192,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$5,188,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$5,056,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,014,912
Net investment gain/loss from pooled separate accounts2021-06-30$30,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$84,846
Employer contributions (assets) at end of year2021-06-30$41,757
Employer contributions (assets) at beginning of year2021-06-30$20,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,543,753
Contract administrator fees2021-06-30$9,900
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2021-06-30340677006
2020 : LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,156,714
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,266,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,266,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$512,906
Value of total assets at end of year2020-06-30$15,150,913
Value of total assets at beginning of year2020-06-30$15,261,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$201,524
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$339,008
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$89,867
Other income not declared elsewhere2020-06-30$8,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-110,214
Value of net assets at end of year (total assets less liabilities)2020-06-30$15,150,913
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$15,261,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$9,628,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$9,522,244
Value of interest in pooled separate accounts at end of year2020-06-30$444,599
Value of interest in pooled separate accounts at beginning of year2020-06-30$420,908
Interest earned on other investments2020-06-30$201,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$5,056,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$5,233,742
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$363,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$428,867
Net investment gain/loss from pooled separate accounts2020-06-30$4,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$84,031
Employer contributions (assets) at end of year2020-06-30$20,952
Employer contributions (assets) at beginning of year2020-06-30$84,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$903,169
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2020-06-30340677006
2019 : LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,285,702
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,725,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,725,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$525,221
Value of total assets at end of year2019-06-30$15,261,127
Value of total assets at beginning of year2019-06-30$15,701,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$65,059
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$84,233
Amount contributed by the employer to the plan for this plan year2019-06-30$84,233
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$379,903
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$61,085
Other income not declared elsewhere2019-06-30$9,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-440,115
Value of net assets at end of year (total assets less liabilities)2019-06-30$15,261,127
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$15,701,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$9,522,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$9,743,226
Value of interest in pooled separate accounts at end of year2019-06-30$420,908
Value of interest in pooled separate accounts at beginning of year2019-06-30$385,297
Interest earned on other investments2019-06-30$65,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$5,233,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$5,493,559
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$425,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$664,837
Net investment gain/loss from pooled separate accounts2019-06-30$20,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$84,233
Employer contributions (assets) at end of year2019-06-30$84,233
Employer contributions (assets) at beginning of year2019-06-30$79,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,299,993
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2019-06-30340677006
2018 : LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,724,623
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,125,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,125,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$462,094
Value of total assets at end of year2018-06-30$15,701,242
Value of total assets at beginning of year2018-06-30$15,102,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$63,422
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$79,160
Amount contributed by the employer to the plan for this plan year2018-06-30$79,160
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$362,410
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$20,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$599,152
Value of net assets at end of year (total assets less liabilities)2018-06-30$15,701,242
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$15,102,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$9,743,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$8,931,267
Value of interest in pooled separate accounts at end of year2018-06-30$385,297
Value of interest in pooled separate accounts at beginning of year2018-06-30$413,650
Interest earned on other investments2018-06-30$63,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$5,493,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$5,680,301
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$65,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,179,834
Net investment gain/loss from pooled separate accounts2018-06-30$19,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$79,160
Employer contributions (assets) at end of year2018-06-30$79,160
Employer contributions (assets) at beginning of year2018-06-30$76,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,059,833
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2018-06-30340677006
2017 : LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,922,453
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,069,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,069,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$404,909
Value of total assets at end of year2017-06-30$15,102,090
Value of total assets at beginning of year2017-06-30$14,249,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$75,924
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$328,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$852,499
Value of net assets at end of year (total assets less liabilities)2017-06-30$15,102,090
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$14,249,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$8,931,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$8,258,545
Value of interest in pooled separate accounts at end of year2017-06-30$413,650
Value of interest in pooled separate accounts at beginning of year2017-06-30$385,066
Interest earned on other investments2017-06-30$75,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$5,680,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$5,532,052
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$29,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,425,616
Net investment gain/loss from pooled separate accounts2017-06-30$16,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$76,872
Employer contributions (assets) at end of year2017-06-30$76,872
Employer contributions (assets) at beginning of year2017-06-30$73,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,040,739
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2017-06-30340677006
2016 : LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$5,874,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$573,437
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$434,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$434,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$452,732
Value of total assets at end of year2016-06-30$14,249,591
Value of total assets at beginning of year2016-06-30$8,236,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$233,938
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$145,901
Amount contributed by the employer to the plan for this plan year2016-06-30$145,901
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$289,103
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$17,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$138,495
Value of net assets at end of year (total assets less liabilities)2016-06-30$14,249,591
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$8,236,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$8,258,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,315,603
Value of interest in pooled separate accounts at end of year2016-06-30$385,066
Value of interest in pooled separate accounts at beginning of year2016-06-30$231,720
Interest earned on other investments2016-06-30$233,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$5,532,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,689,448
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$72,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-136,092
Net investment gain/loss from pooled separate accounts2016-06-30$22,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$145,901
Employer contributions (assets) at end of year2016-06-30$73,928
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$362,563
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2016-06-30340677006

Form 5500 Responses for LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN

2021: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2009: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingYes
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: LAKE RIDGE ACADEMY TIAA-CREF RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingYes
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356316
Policy instance 1
Insurance contract or identification number356316
Number of Individuals Covered194
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number356316
Policy instance 1
Insurance contract or identification number356316
Number of Individuals Covered198
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number356316
Policy instance 1
Insurance contract or identification number356316
Number of Individuals Covered192
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number356316
Policy instance 1
Insurance contract or identification number356316
Number of Individuals Covered190
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number356316
Policy instance 1
Insurance contract or identification number356316
Number of Individuals Covered193
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number356316
Policy instance 1
Insurance contract or identification number356316
Number of Individuals Covered197
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3