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VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameVALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

VALLEY LIBRARY CONSORTIUM has sponsored the creation of one or more 401k plans.

Company Name:VALLEY LIBRARY CONSORTIUM
Employer identification number (EIN):382410513
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01LEE MARTIN2023-09-18 LEE MARTIN2023-09-18
0012021-07-01LEE MARTIN2022-10-07 LEE MARTIN2022-10-07
0012020-07-01LEE MARTIN2021-09-14 LEE MARTIN2021-09-14
0012019-07-01LEE MARTIN2020-08-24 LEE MARTIN2020-08-24
0012018-07-01
0012017-07-01LEE MARTIN LEE MARTIN2018-10-30
0012016-07-01LEE MARTIN LEE MARTIN2018-01-24
0012015-07-01LEE MARTIN LEE MARTIN2017-01-12
0012014-07-01LEE MARTIN LEE MARTIN2016-02-02
0012013-07-01LEE MARTIN LEE MARTIN2015-01-13
0012012-07-01LEE MARTIN LEE MARTIN2014-01-24
0012011-07-01LEE MARTIN LEE MARTIN2012-12-17
0012009-07-01LEE MARTIN LEE MARTIN2011-01-28

Plan Statistics for VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-013
Total number of active participants reported on line 7a of the Form 55002022-07-013
Total of all active and inactive participants2022-07-013
Total participants2022-07-013
Number of participants with account balances2022-07-013
2021: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-013
Total number of active participants reported on line 7a of the Form 55002021-07-013
Total of all active and inactive participants2021-07-013
Total participants2021-07-013
Number of participants with account balances2021-07-013
2020: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-013
Total number of active participants reported on line 7a of the Form 55002020-07-013
Total of all active and inactive participants2020-07-013
Total participants2020-07-013
Number of participants with account balances2020-07-013
2019: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-013
Total number of active participants reported on line 7a of the Form 55002019-07-013
Total of all active and inactive participants2019-07-013
Total participants2019-07-013
Number of participants with account balances2019-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-013
Total number of active participants reported on line 7a of the Form 55002018-07-013
Total of all active and inactive participants2018-07-013
Total participants2018-07-013
Number of participants with account balances2018-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-014
Total number of active participants reported on line 7a of the Form 55002017-07-013
Total of all active and inactive participants2017-07-013
Total participants2017-07-013
Number of participants with account balances2017-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-014
Total number of active participants reported on line 7a of the Form 55002016-07-013
Number of other retired or separated participants entitled to future benefits2016-07-011
Total of all active and inactive participants2016-07-014
Total participants2016-07-014
Number of participants with account balances2016-07-014
2015: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-014
Total number of active participants reported on line 7a of the Form 55002015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-011
Total of all active and inactive participants2015-07-014
Total participants2015-07-014
Number of participants with account balances2015-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-014
Total number of active participants reported on line 7a of the Form 55002014-07-013
Number of other retired or separated participants entitled to future benefits2014-07-011
Total of all active and inactive participants2014-07-014
Total participants2014-07-014
Number of participants with account balances2014-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-014
Total number of active participants reported on line 7a of the Form 55002013-07-013
Number of other retired or separated participants entitled to future benefits2013-07-011
Total of all active and inactive participants2013-07-014
Total participants2013-07-014
Number of participants with account balances2013-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-014
Total number of active participants reported on line 7a of the Form 55002012-07-013
Number of other retired or separated participants entitled to future benefits2012-07-011
Total of all active and inactive participants2012-07-014
Total participants2012-07-014
Number of participants with account balances2012-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-014
Total number of active participants reported on line 7a of the Form 55002011-07-013
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-014
Total participants2011-07-014
Number of participants with account balances2011-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-014
Total number of active participants reported on line 7a of the Form 55002009-07-013
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-014
Total participants2009-07-014
Number of participants with account balances2009-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-06-30$110,471
Expenses. Total of all expenses incurred2023-06-30$25
Total plan assets at end of year2023-06-30$1,002,731
Total plan assets at beginning of year2023-06-30$892,285
Total contributions received or receivable from participants2023-06-30$-18
Other income received2023-06-30$79,820
Net income (gross income less expenses)2023-06-30$110,446
Net plan assets at end of year (total assets less liabilities)2023-06-30$1,002,731
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$892,285
Assets. Value of participant loans2023-06-30$44,667
Total contributions received or receivable from employer(s)2023-06-30$30,669
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$25
2022 : VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-06-30$-68,316
Expenses. Total of all expenses incurred2022-06-30$75
Total plan assets at end of year2022-06-30$892,285
Total plan assets at beginning of year2022-06-30$960,676
Total contributions received or receivable from participants2022-06-30$444
Other income received2022-06-30$-98,218
Net income (gross income less expenses)2022-06-30$-68,391
Net plan assets at end of year (total assets less liabilities)2022-06-30$892,285
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$960,676
Assets. Value of participant loans2022-06-30$20,000
Total contributions received or receivable from employer(s)2022-06-30$29,458
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$75
2021 : VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-06-30$222,083
Total plan assets at end of year2021-06-30$960,676
Total plan assets at beginning of year2021-06-30$738,593
Other income received2021-06-30$193,310
Net income (gross income less expenses)2021-06-30$222,083
Net plan assets at end of year (total assets less liabilities)2021-06-30$960,676
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$738,593
Total contributions received or receivable from employer(s)2021-06-30$28,773
2020 : VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-06-30$44,683
Total plan assets at end of year2020-06-30$738,593
Total plan assets at beginning of year2020-06-30$693,910
Other income received2020-06-30$15,087
Net income (gross income less expenses)2020-06-30$44,683
Net plan assets at end of year (total assets less liabilities)2020-06-30$738,593
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$693,910
Total contributions received or receivable from employer(s)2020-06-30$29,596
2018 : VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-06-30$94,502
Expenses. Total of all expenses incurred2018-06-30$13,448
Benefits paid (including direct rollovers)2018-06-30$13,448
Total plan assets at end of year2018-06-30$640,850
Total plan assets at beginning of year2018-06-30$559,796
Other income received2018-06-30$67,301
Net income (gross income less expenses)2018-06-30$81,054
Net plan assets at end of year (total assets less liabilities)2018-06-30$640,850
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$559,796
Total contributions received or receivable from employer(s)2018-06-30$27,201
2017 : VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-06-30$91,254
Total plan assets at end of year2017-06-30$559,796
Total plan assets at beginning of year2017-06-30$468,542
Total contributions received or receivable from participants2017-06-30$668
Other income received2017-06-30$64,778
Net income (gross income less expenses)2017-06-30$91,254
Net plan assets at end of year (total assets less liabilities)2017-06-30$559,796
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$468,542
Total contributions received or receivable from employer(s)2017-06-30$25,808
2016 : VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-06-30$29,071
Total plan assets at end of year2016-06-30$468,542
Total plan assets at beginning of year2016-06-30$439,471
Other income received2016-06-30$2,818
Net income (gross income less expenses)2016-06-30$29,071
Net plan assets at end of year (total assets less liabilities)2016-06-30$468,542
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$439,471
Total contributions received or receivable from employer(s)2016-06-30$26,253
2015 : VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-06-30$45,907
Total plan assets at end of year2015-06-30$439,471
Total plan assets at beginning of year2015-06-30$393,564
Other income received2015-06-30$23,661
Net income (gross income less expenses)2015-06-30$45,907
Net plan assets at end of year (total assets less liabilities)2015-06-30$439,471
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$393,564
Total contributions received or receivable from employer(s)2015-06-30$22,246
2014 : VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-06-30$97,402
Total plan assets at end of year2014-06-30$393,564
Total plan assets at beginning of year2014-06-30$296,162
Other income received2014-06-30$74,940
Net income (gross income less expenses)2014-06-30$97,402
Net plan assets at end of year (total assets less liabilities)2014-06-30$393,564
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$296,162
Total contributions received or receivable from employer(s)2014-06-30$22,462
2013 : VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-06-30$64,395
Total plan assets at end of year2013-06-30$296,162
Total plan assets at beginning of year2013-06-30$231,767
Other income received2013-06-30$42,587
Net income (gross income less expenses)2013-06-30$64,395
Net plan assets at end of year (total assets less liabilities)2013-06-30$296,162
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$231,767
Total contributions received or receivable from employer(s)2013-06-30$21,808
2012 : VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-06-30$29,939
Total plan assets at end of year2012-06-30$231,767
Total plan assets at beginning of year2012-06-30$201,828
Other income received2012-06-30$8,575
Net income (gross income less expenses)2012-06-30$29,939
Net plan assets at end of year (total assets less liabilities)2012-06-30$231,767
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$201,828
Total contributions received or receivable from employer(s)2012-06-30$21,364
2011 : VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-06-30$68,774
Expenses. Total of all expenses incurred2011-06-30$311,132
Benefits paid (including direct rollovers)2011-06-30$311,132
Total plan assets at end of year2011-06-30$201,828
Total plan assets at beginning of year2011-06-30$444,186
Other income received2011-06-30$47,371
Net income (gross income less expenses)2011-06-30$-242,358
Net plan assets at end of year (total assets less liabilities)2011-06-30$201,828
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$444,186
Total contributions received or receivable from employer(s)2011-06-30$21,403

Form 5500 Responses for VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN

2022: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: VALLEY LIBRARY CONSORTIUM DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329972
Policy instance 1
Insurance contract or identification number329972
Number of Individuals Covered3
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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 number329972
Policy instance 1
Insurance contract or identification number329972
Number of Individuals Covered3
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 number329972
Policy instance 1
Insurance contract or identification number329972
Number of Individuals Covered3
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 number329972
Policy instance 1
Insurance contract or identification number329972
Number of Individuals Covered3
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 number329972
Policy instance 1
Insurance contract or identification number329972
Number of Individuals Covered3
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number329972
Policy instance 1
Insurance contract or identification number329972
Number of Individuals Covered3
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 number329972
Policy instance 1
Insurance contract or identification number329972
Number of Individuals Covered4
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 number329972
Policy instance 1
Insurance contract or identification number329972
Number of Individuals Covered4
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number329972
Policy instance 1
Insurance contract or identification number329972
Number of Individuals Covered4
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number329972
Policy instance 1
Insurance contract or identification number329972
Number of Individuals Covered4
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number329972
Policy instance 1
Insurance contract or identification number329972
Number of Individuals Covered4
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number329972
Policy instance 1
Insurance contract or identification number329972
Number of Individuals Covered4
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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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