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MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 401k Plan overview

Plan NameMILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN
Plan identification number 001

MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MILWAUKEE ART MUSEUM, INC. has sponsored the creation of one or more 401k plans.

Company Name:MILWAUKEE ART MUSEUM, INC.
Employer identification number (EIN):390806316
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ALISSA KARL2023-08-15
0012021-01-01ALISSA KARL2022-09-12
0012020-01-01ALISSA KARL2021-09-07
0012019-01-01ALISSA KARL2020-08-30
0012018-01-01ALISSA KARL2019-09-12
0012017-01-01
0012016-01-01JANE WOCHOS
0012015-01-01JANE WOCHOS
0012014-01-01JANE WOCHOS
0012013-01-01JANE WOCHOS
0012012-01-01JANE WOCHOS
0012011-01-01JANE WOCHOS
0012010-01-01JANE WOCHOS
0012009-01-01JANE WOCHOS

Plan Statistics for MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN

401k plan membership statisitcs for MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN

Measure Date Value
2022: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01226
Total number of active participants reported on line 7a of the Form 55002022-01-01241
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01279
Number of participants with account balances2022-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01267
Total number of active participants reported on line 7a of the Form 55002021-01-01190
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01226
Number of participants with account balances2021-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01302
Total number of active participants reported on line 7a of the Form 55002020-01-01232
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01267
Number of participants with account balances2020-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01309
Total number of active participants reported on line 7a of the Form 55002019-01-01264
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01302
Number of participants with account balances2019-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01325
Total number of active participants reported on line 7a of the Form 55002018-01-01251
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01309
Number of participants with account balances2018-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01349
Total number of active participants reported on line 7a of the Form 55002017-01-01266
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01325
Number of participants with account balances2017-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01334
Total number of active participants reported on line 7a of the Form 55002016-01-01292
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01349
Number of participants with account balances2016-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01271
Total number of active participants reported on line 7a of the Form 55002015-01-01270
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01334
Number of participants with account balances2015-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01275
Total number of active participants reported on line 7a of the Form 55002014-01-01239
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01271
Number of participants with account balances2014-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01370
Total number of active participants reported on line 7a of the Form 55002013-01-01243
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01275
Number of participants with account balances2013-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01239
Total number of active participants reported on line 7a of the Form 55002012-01-01271
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0199
Total of all active and inactive participants2012-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01370
Number of participants with account balances2012-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01226
Total number of active participants reported on line 7a of the Form 55002011-01-01179
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01239
Number of participants with account balances2011-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0153
Total number of active participants reported on line 7a of the Form 55002010-01-01220
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01226
Number of participants with account balances2010-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01277
Total number of active participants reported on line 7a of the Form 55002009-01-0146
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0153
Number of participants with account balances2009-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN

Measure Date Value
2022 : MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,032
Total income from all sources (including contributions)2022-12-31$-210,966
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,081,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,036,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$956,554
Value of total assets at end of year2022-12-31$6,608,000
Value of total assets at beginning of year2022-12-31$7,899,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,326
Total interest from all sources2022-12-31$1,131
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$208,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$208,441
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$436,973
Participant contributions at end of year2022-12-31$44,572
Participant contributions at beginning of year2022-12-31$31,270
Participant contributions at end of year2022-12-31$14,020
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$410,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,032
Administrative expenses (other) incurred2022-12-31$466
Total non interest bearing cash at end of year2022-12-31$2,080
Total non interest bearing cash at beginning of year2022-12-31$1,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,292,407
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,605,924
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,898,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,155,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,460,653
Value of interest in pooled separate accounts at end of year2022-12-31$795,322
Value of interest in pooled separate accounts at beginning of year2022-12-31$768,344
Interest on participant loans2022-12-31$1,364
Interest earned on other investments2022-12-31$-233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$487,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$540,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,385,673
Net investment gain/loss from pooled separate accounts2022-12-31$8,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$109,245
Employer contributions (assets) at end of year2022-12-31$109,245
Employer contributions (assets) at beginning of year2022-12-31$97,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,036,115
Contract administrator fees2022-12-31$44,860
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI, LLP
Accountancy firm EIN2022-12-31390758449
2021 : MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$824
Total income from all sources (including contributions)2021-12-31$1,442,678
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$322,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$271,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$472,084
Value of total assets at end of year2021-12-31$7,899,363
Value of total assets at beginning of year2021-12-31$6,779,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,715
Total interest from all sources2021-12-31$15,114
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$440,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$440,133
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$343,418
Participant contributions at end of year2021-12-31$31,270
Participant contributions at beginning of year2021-12-31$31,237
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$2,207
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$30,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$824
Other income not declared elsewhere2021-12-31$139
Administrative expenses (other) incurred2021-12-31$447
Total non interest bearing cash at end of year2021-12-31$1,036
Total non interest bearing cash at beginning of year2021-12-31$828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,120,076
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,898,331
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,778,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,460,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,405,704
Value of interest in pooled separate accounts at end of year2021-12-31$768,344
Value of interest in pooled separate accounts at beginning of year2021-12-31$679,829
Interest on participant loans2021-12-31$1,789
Interest earned on other investments2021-12-31$13,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$540,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$552,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$507,999
Net investment gain/loss from pooled separate accounts2021-12-31$7,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$97,739
Employer contributions (assets) at end of year2021-12-31$97,739
Employer contributions (assets) at beginning of year2021-12-31$106,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$271,887
Contract administrator fees2021-12-31$50,268
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI, LLP
Accountancy firm EIN2021-12-31390758449
2020 : MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,272
Total income from all sources (including contributions)2020-12-31$1,296,185
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$565,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$520,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$428,752
Value of total assets at end of year2020-12-31$6,779,079
Value of total assets at beginning of year2020-12-31$6,048,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,069
Total interest from all sources2020-12-31$1,314
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$168,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$168,014
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$298,030
Participant contributions at end of year2020-12-31$31,237
Participant contributions at beginning of year2020-12-31$26,635
Participant contributions at end of year2020-12-31$2,207
Participant contributions at beginning of year2020-12-31$12,472
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,272
Total non interest bearing cash at end of year2020-12-31$828
Total non interest bearing cash at beginning of year2020-12-31$1,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$730,875
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,778,255
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,047,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,405,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,757,272
Value of interest in pooled separate accounts at end of year2020-12-31$679,829
Value of interest in pooled separate accounts at beginning of year2020-12-31$719,828
Interest on participant loans2020-12-31$1,743
Interest earned on other investments2020-12-31$-429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$552,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$419,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$689,168
Net investment gain/loss from pooled separate accounts2020-12-31$8,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$106,649
Employer contributions (assets) at end of year2020-12-31$106,649
Employer contributions (assets) at beginning of year2020-12-31$112,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$520,241
Contract administrator fees2020-12-31$45,069
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI, LLP
Accountancy firm EIN2020-12-31390758449
2019 : MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,633
Total income from all sources (including contributions)2019-12-31$1,473,832
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$920,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$876,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$439,731
Value of total assets at end of year2019-12-31$6,048,652
Value of total assets at beginning of year2019-12-31$5,495,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,355
Total interest from all sources2019-12-31$2,098
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$156,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$156,200
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$326,977
Participant contributions at end of year2019-12-31$26,635
Participant contributions at beginning of year2019-12-31$28,726
Participant contributions at end of year2019-12-31$12,472
Participant contributions at beginning of year2019-12-31$10,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,633
Administrative expenses (other) incurred2019-12-31$1,366
Total non interest bearing cash at end of year2019-12-31$1,276
Total non interest bearing cash at beginning of year2019-12-31$1,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$553,568
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,047,380
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,493,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,757,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,285,097
Value of interest in pooled separate accounts at end of year2019-12-31$719,828
Value of interest in pooled separate accounts at beginning of year2019-12-31$718,710
Interest on participant loans2019-12-31$2,098
Interest earned on other investments2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$419,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$370,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$863,409
Net investment gain/loss from pooled separate accounts2019-12-31$12,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$112,754
Employer contributions (assets) at end of year2019-12-31$112,025
Employer contributions (assets) at beginning of year2019-12-31$79,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$876,909
Contract administrator fees2019-12-31$41,989
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390758449
2018 : MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,146
Total income from all sources (including contributions)2018-12-31$227,702
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$574,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$521,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$419,992
Value of total assets at end of year2018-12-31$5,495,445
Value of total assets at beginning of year2018-12-31$5,841,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,041
Total interest from all sources2018-12-31$16,782
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$227,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$227,490
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$323,302
Participant contributions at end of year2018-12-31$28,726
Participant contributions at beginning of year2018-12-31$27,582
Participant contributions at end of year2018-12-31$10,986
Participant contributions at beginning of year2018-12-31$11,544
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,146
Administrative expenses (other) incurred2018-12-31$9,004
Total non interest bearing cash at end of year2018-12-31$1,636
Total non interest bearing cash at beginning of year2018-12-31$1,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-346,483
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,493,812
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,840,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,285,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,636,072
Value of interest in pooled separate accounts at end of year2018-12-31$718,710
Value of interest in pooled separate accounts at beginning of year2018-12-31$715,212
Interest on participant loans2018-12-31$1,761
Interest earned on other investments2018-12-31$15,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$370,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$375,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-470,170
Net investment gain/loss from pooled separate accounts2018-12-31$33,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$81,039
Employer contributions (assets) at end of year2018-12-31$79,745
Employer contributions (assets) at beginning of year2018-12-31$74,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$521,144
Contract administrator fees2018-12-31$44,037
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$800
Total income from all sources (including contributions)2017-12-31$1,158,335
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$493,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$453,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$383,029
Value of total assets at end of year2017-12-31$5,841,441
Value of total assets at beginning of year2017-12-31$5,176,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,433
Total interest from all sources2017-12-31$13,835
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$198,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$198,007
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$290,832
Participant contributions at end of year2017-12-31$27,582
Participant contributions at beginning of year2017-12-31$15,740
Participant contributions at end of year2017-12-31$11,544
Participant contributions at beginning of year2017-12-31$10,807
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,119
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$646
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$800
Other income not declared elsewhere2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$1,147
Total non interest bearing cash at beginning of year2017-12-31$2,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$665,081
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,840,295
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,175,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,636,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,026,708
Value of interest in pooled separate accounts at end of year2017-12-31$715,212
Value of interest in pooled separate accounts at beginning of year2017-12-31$722,988
Interest on participant loans2017-12-31$1,238
Interest earned on other investments2017-12-31$12,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$375,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$327,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$532,667
Net investment gain/loss from pooled separate accounts2017-12-31$30,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$74,078
Employer contributions (assets) at end of year2017-12-31$74,078
Employer contributions (assets) at beginning of year2017-12-31$69,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$453,175
Contract administrator fees2017-12-31$39,433
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI, LLP
Accountancy firm EIN2017-12-31390758449
2016 : MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,373
Total income from all sources (including contributions)2016-12-31$736,106
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$710,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$672,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$389,007
Value of total assets at end of year2016-12-31$5,176,014
Value of total assets at beginning of year2016-12-31$5,172,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,218
Total interest from all sources2016-12-31$11,591
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$147,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$147,448
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$314,947
Participant contributions at end of year2016-12-31$15,740
Participant contributions at beginning of year2016-12-31$24,774
Participant contributions at end of year2016-12-31$10,807
Participant contributions at beginning of year2016-12-31$9,922
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$23,373
Administrative expenses (other) incurred2016-12-31$2,287
Total non interest bearing cash at end of year2016-12-31$2,776
Total non interest bearing cash at beginning of year2016-12-31$23,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$25,804
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,175,214
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,149,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,026,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,963,342
Value of interest in pooled separate accounts at end of year2016-12-31$722,988
Value of interest in pooled separate accounts at beginning of year2016-12-31$714,987
Interest on participant loans2016-12-31$1,218
Interest earned on other investments2016-12-31$10,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$120,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$120,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$327,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$246,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$157,706
Net investment gain/loss from pooled separate accounts2016-12-31$30,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$69,941
Employer contributions (assets) at end of year2016-12-31$69,941
Employer contributions (assets) at beginning of year2016-12-31$69,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$672,084
Contract administrator fees2016-12-31$35,931
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI, LLP
Accountancy firm EIN2016-12-31390758449
2015 : MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$23,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,686
Total income from all sources (including contributions)2015-12-31$487,074
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$223,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$184,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$440,625
Value of total assets at end of year2015-12-31$5,172,783
Value of total assets at beginning of year2015-12-31$4,892,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,954
Total interest from all sources2015-12-31$12,331
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$369,209
Participant contributions at end of year2015-12-31$24,774
Participant contributions at beginning of year2015-12-31$30,686
Participant contributions at end of year2015-12-31$9,922
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$23,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$6,686
Administrative expenses (other) incurred2015-12-31$4,117
Total non interest bearing cash at end of year2015-12-31$23,372
Total non interest bearing cash at beginning of year2015-12-31$7,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$263,442
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,149,410
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,885,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,963,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,760,271
Value of interest in pooled separate accounts at end of year2015-12-31$714,987
Value of interest in pooled separate accounts at beginning of year2015-12-31$661,041
Interest on participant loans2015-12-31$1,623
Interest earned on other investments2015-12-31$9,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$120,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$115,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$115,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$246,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$246,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-19,845
Net investment gain/loss from pooled separate accounts2015-12-31$53,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$69,154
Employer contributions (assets) at end of year2015-12-31$69,154
Employer contributions (assets) at beginning of year2015-12-31$71,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$184,678
Contract administrator fees2015-12-31$34,837
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI, LLP
Accountancy firm EIN2015-12-31390758449
2014 : MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,686
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,723
Total income from all sources (including contributions)2014-12-31$761,293
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$370,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$340,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$429,413
Value of total assets at end of year2014-12-31$4,892,654
Value of total assets at beginning of year2014-12-31$4,497,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,617
Total interest from all sources2014-12-31$11,882
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$343,804
Participant contributions at end of year2014-12-31$30,686
Participant contributions at beginning of year2014-12-31$24,109
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,723
Total non interest bearing cash at end of year2014-12-31$7,271
Total non interest bearing cash at beginning of year2014-12-31$9,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$391,242
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,885,968
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,494,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,760,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,310,384
Value of interest in pooled separate accounts at end of year2014-12-31$661,041
Value of interest in pooled separate accounts at beginning of year2014-12-31$594,702
Interest on participant loans2014-12-31$1,190
Interest earned on other investments2014-12-31$9,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$115,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$186,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$186,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$246,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$273,517
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$49,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$247,864
Net investment gain/loss from pooled separate accounts2014-12-31$72,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$71,421
Employer contributions (assets) at end of year2014-12-31$71,421
Employer contributions (assets) at beginning of year2014-12-31$98,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$291,183
Contract administrator fees2014-12-31$29,617
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI, LLP
Accountancy firm EIN2014-12-31390758449
2013 : MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,682
Total income from all sources (including contributions)2013-12-31$1,159,967
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$616,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$589,282
Expenses. Certain deemed distributions of participant loans2013-12-31$7,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$484,556
Value of total assets at end of year2013-12-31$4,497,449
Value of total assets at beginning of year2013-12-31$3,953,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,612
Total interest from all sources2013-12-31$12,052
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$450,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$325,723
Participant contributions at end of year2013-12-31$24,109
Participant contributions at beginning of year2013-12-31$1,785
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$59,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,682
Total non interest bearing cash at end of year2013-12-31$9,586
Total non interest bearing cash at beginning of year2013-12-31$4,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$543,608
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,494,726
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,951,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,310,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,611,078
Value of interest in pooled separate accounts at end of year2013-12-31$594,702
Value of interest in pooled separate accounts at beginning of year2013-12-31$582,120
Interest on participant loans2013-12-31$1,131
Interest earned on other investments2013-12-31$10,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$186,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$397,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$397,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$273,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$256,211
Net investment gain/loss from pooled separate accounts2013-12-31$54,584
Net gain/loss from 103.12 investment entities2013-12-31$608,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$98,963
Employer contributions (assets) at end of year2013-12-31$98,963
Employer contributions (assets) at beginning of year2013-12-31$100,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$589,282
Contract administrator fees2013-12-31$19,612
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,548
Total income from all sources (including contributions)2012-12-31$771,343
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$198,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$182,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$414,627
Value of total assets at end of year2012-12-31$3,953,800
Value of total assets at beginning of year2012-12-31$3,380,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,657
Total interest from all sources2012-12-31$11,654
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$50,898
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$50,898
Administrative expenses professional fees incurred2012-12-31$15,657
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$314,803
Participant contributions at end of year2012-12-31$1,785
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,889
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,548
Total non interest bearing cash at end of year2012-12-31$4,571
Total non interest bearing cash at beginning of year2012-12-31$2,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$572,791
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,951,118
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,378,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,611,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,008,071
Value of interest in pooled separate accounts at end of year2012-12-31$582,120
Value of interest in pooled separate accounts at beginning of year2012-12-31$533,008
Interest on participant loans2012-12-31$35
Interest earned on other investments2012-12-31$11,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$397,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$455,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$455,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$256,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$284,477
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$14,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$240,496
Net investment gain/loss from pooled separate accounts2012-12-31$53,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$80,935
Employer contributions (assets) at end of year2012-12-31$100,320
Employer contributions (assets) at beginning of year2012-12-31$96,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$168,678
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI, LLP
Accountancy firm EIN2012-12-31390758449
2011 : MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$776
Total income from all sources (including contributions)2011-12-31$452,697
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$386,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$372,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$396,351
Value of total assets at end of year2011-12-31$3,380,875
Value of total assets at beginning of year2011-12-31$3,313,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,016
Total interest from all sources2011-12-31$12,977
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$34,902
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$34,902
Administrative expenses professional fees incurred2011-12-31$14,016
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$295,178
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,299
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$776
Total non interest bearing cash at end of year2011-12-31$2,548
Total non interest bearing cash at beginning of year2011-12-31$776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$65,931
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,378,327
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,312,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,008,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,891,904
Value of interest in pooled separate accounts at end of year2011-12-31$533,008
Value of interest in pooled separate accounts at beginning of year2011-12-31$428,329
Interest earned on other investments2011-12-31$12,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$455,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$539,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$539,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$284,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$406,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-53,164
Net investment gain/loss from pooled separate accounts2011-12-31$61,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$96,874
Employer contributions (assets) at end of year2011-12-31$96,874
Employer contributions (assets) at beginning of year2011-12-31$45,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$372,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI, LLP
Accountancy firm EIN2011-12-31390758449
2010 : MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$576,430
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$219,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$212,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$291,498
Value of total assets at end of year2010-12-31$3,313,172
Value of total assets at beginning of year2010-12-31$2,955,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,617
Total interest from all sources2010-12-31$8,678
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$27,615
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$27,615
Administrative expenses professional fees incurred2010-12-31$7,617
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$242,450
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$15,339
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$21,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$776
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$356,697
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,312,396
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,955,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,891,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,617,398
Value of interest in pooled separate accounts at end of year2010-12-31$428,329
Value of interest in pooled separate accounts at beginning of year2010-12-31$66,928
Interest earned on other investments2010-12-31$8,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$539,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$594,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$594,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$406,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$628,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$210,208
Net investment gain/loss from pooled separate accounts2010-12-31$38,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$45,947
Employer contributions (assets) at end of year2010-12-31$45,947
Employer contributions (assets) at beginning of year2010-12-31$11,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$212,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI, LLP
Accountancy firm EIN2010-12-31390758449

Form 5500 Responses for MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN

2022: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
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: MILWAUKEE ART MUSEUM, INC. EMPLOYEES' RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807518
Policy instance 3
Insurance contract or identification number807518
Number of Individuals Covered279
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403246
Policy instance 2
Insurance contract or identification number403246
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number387418
Policy instance 1
Insurance contract or identification number387418
Number of Individuals Covered29
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807518
Policy instance 3
Insurance contract or identification number807518
Number of Individuals Covered226
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403246
Policy instance 2
Insurance contract or identification number403246
Number of Individuals Covered14
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number387418
Policy instance 1
Insurance contract or identification number387418
Number of Individuals Covered30
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number387418
Policy instance 1
Insurance contract or identification number387418
Number of Individuals Covered31
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 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 number403246
Policy instance 2
Insurance contract or identification number403246
Number of Individuals Covered15
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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807518
Policy instance 3
Insurance contract or identification number807518
Number of Individuals Covered267
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807518
Policy instance 3
Insurance contract or identification number807518
Number of Individuals Covered302
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403246
Policy instance 2
Insurance contract or identification number403246
Number of Individuals Covered19
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number387418
Policy instance 1
Insurance contract or identification number387418
Number of Individuals Covered35
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807518
Policy instance 3
Insurance contract or identification number807518
Number of Individuals Covered325
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403246
Policy instance 2
Insurance contract or identification number403246
Number of Individuals Covered18
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 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 number387418
Policy instance 1
Insurance contract or identification number387418
Number of Individuals Covered43
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 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 number387418
Policy instance 1
Insurance contract or identification number387418
Number of Individuals Covered52
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 allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403246
Policy instance 2
Insurance contract or identification number403246
Number of Individuals Covered21
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 allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387418
Policy instance 1
Insurance contract or identification number387418
Number of Individuals Covered53
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 allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403246
Policy instance 2
Insurance contract or identification number403246
Number of Individuals Covered21
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 allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387418
Policy instance 1
Insurance contract or identification number387418
Number of Individuals Covered77
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 allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403246
Policy instance 2
Insurance contract or identification number403246
Number of Individuals Covered32
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 allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403246
Policy instance 2
Insurance contract or identification number403246
Number of Individuals Covered38
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387418
Policy instance 1
Insurance contract or identification number387418
Number of Individuals Covered87
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403246
Policy instance 2
Insurance contract or identification number403246
Number of Individuals Covered38
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387418
Policy instance 1
Insurance contract or identification number387418
Number of Individuals Covered90
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387418
Policy instance 1
Insurance contract or identification number387418
Number of Individuals Covered98
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403246
Policy instance 2
Insurance contract or identification number403246
Number of Individuals Covered42
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 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

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