TREE TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN
401k plan membership statisitcs for TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN
Measure | Date | Value |
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2014: TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-02-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 30 |
Number of retired or separated participants receiving benefits | 2014-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-02-01 | 27 |
Total of all active and inactive participants | 2014-02-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-02-01 | 1 |
Total participants | 2014-02-01 | 58 |
Number of participants with account balances | 2014-02-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-02-01 | 0 |
2013: TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-02-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 24 |
Number of retired or separated participants receiving benefits | 2013-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-02-01 | 32 |
Total of all active and inactive participants | 2013-02-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-02-01 | 1 |
Total participants | 2013-02-01 | 57 |
Number of participants with account balances | 2013-02-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-02-01 | 0 |
2012: TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-02-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 22 |
Number of retired or separated participants receiving benefits | 2012-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-02-01 | 32 |
Total of all active and inactive participants | 2012-02-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-02-01 | 1 |
Total participants | 2012-02-01 | 55 |
Number of participants with account balances | 2012-02-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-02-01 | 0 |
2011: TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-02-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 35 |
Number of retired or separated participants receiving benefits | 2011-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-02-01 | 19 |
Total of all active and inactive participants | 2011-02-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-02-01 | 1 |
Total participants | 2011-02-01 | 55 |
Number of participants with account balances | 2011-02-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-02-01 | 0 |
2009: TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-02-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 40 |
Number of retired or separated participants receiving benefits | 2009-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 3 |
Total of all active and inactive participants | 2009-02-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-02-01 | 1 |
Total participants | 2009-02-01 | 44 |
Number of participants with account balances | 2009-02-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-02-01 | 0 |
Measure | Date | Value |
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2015 : TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-01-31 | $0 |
Total plan liabilities at end of year | 2015-01-31 | $0 |
Total plan liabilities at beginning of year | 2015-01-31 | $0 |
Total income from all sources | 2015-01-31 | $211,060 |
Expenses. Total of all expenses incurred | 2015-01-31 | $283,169 |
Benefits paid (including direct rollovers) | 2015-01-31 | $283,169 |
Total plan assets at end of year | 2015-01-31 | $1,902,649 |
Total plan assets at beginning of year | 2015-01-31 | $1,974,758 |
Total contributions received or receivable from participants | 2015-01-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-01-31 | $0 |
Other income received | 2015-01-31 | $166,527 |
Noncash contributions received | 2015-01-31 | $0 |
Net income (gross income less expenses) | 2015-01-31 | $-72,109 |
Net plan assets at end of year (total assets less liabilities) | 2015-01-31 | $1,902,649 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-01-31 | $1,974,758 |
Total contributions received or receivable from employer(s) | 2015-01-31 | $44,533 |
Value of certain deemed distributions of participant loans | 2015-01-31 | $0 |
Value of corrective distributions | 2015-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-01-31 | $0 |
2014 : TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-01-31 | $0 |
Total plan liabilities at beginning of year | 2014-01-31 | $0 |
Total income from all sources | 2014-01-31 | $266,388 |
Expenses. Total of all expenses incurred | 2014-01-31 | $20,703 |
Benefits paid (including direct rollovers) | 2014-01-31 | $20,703 |
Total plan assets at end of year | 2014-01-31 | $1,974,758 |
Total plan assets at beginning of year | 2014-01-31 | $1,729,073 |
Total contributions received or receivable from participants | 2014-01-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-01-31 | $0 |
Other income received | 2014-01-31 | $227,101 |
Noncash contributions received | 2014-01-31 | $0 |
Net income (gross income less expenses) | 2014-01-31 | $245,685 |
Net plan assets at end of year (total assets less liabilities) | 2014-01-31 | $1,974,758 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-01-31 | $1,729,073 |
Total contributions received or receivable from employer(s) | 2014-01-31 | $39,287 |
Value of certain deemed distributions of participant loans | 2014-01-31 | $0 |
Value of corrective distributions | 2014-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-01-31 | $0 |
2013 : TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-01-31 | $0 |
Total income from all sources | 2013-01-31 | $206,809 |
Expenses. Total of all expenses incurred | 2013-01-31 | $320 |
Benefits paid (including direct rollovers) | 2013-01-31 | $320 |
Total plan assets at end of year | 2013-01-31 | $1,729,073 |
Total plan assets at beginning of year | 2013-01-31 | $1,522,584 |
Total contributions received or receivable from participants | 2013-01-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-01-31 | $0 |
Other income received | 2013-01-31 | $165,149 |
Noncash contributions received | 2013-01-31 | $0 |
Net income (gross income less expenses) | 2013-01-31 | $206,489 |
Net plan assets at end of year (total assets less liabilities) | 2013-01-31 | $1,729,073 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-01-31 | $1,522,584 |
Total contributions received or receivable from employer(s) | 2013-01-31 | $41,660 |
Value of certain deemed distributions of participant loans | 2013-01-31 | $0 |
Value of corrective distributions | 2013-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-01-31 | $0 |
2012 : TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-01-31 | $0 |
Total income from all sources | 2012-01-31 | $80,384 |
Expenses. Total of all expenses incurred | 2012-01-31 | $37,995 |
Benefits paid (including direct rollovers) | 2012-01-31 | $37,995 |
Total plan assets at end of year | 2012-01-31 | $1,522,584 |
Total plan assets at beginning of year | 2012-01-31 | $1,480,195 |
Total contributions received or receivable from participants | 2012-01-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-01-31 | $0 |
Other income received | 2012-01-31 | $38,087 |
Noncash contributions received | 2012-01-31 | $0 |
Net income (gross income less expenses) | 2012-01-31 | $42,389 |
Net plan assets at end of year (total assets less liabilities) | 2012-01-31 | $1,522,584 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-01-31 | $1,480,195 |
Total contributions received or receivable from employer(s) | 2012-01-31 | $42,297 |
Value of certain deemed distributions of participant loans | 2012-01-31 | $0 |
Value of corrective distributions | 2012-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-01-31 | $0 |
2011 : TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-01-31 | $248,136 |
Expenses. Total of all expenses incurred | 2011-01-31 | $591,265 |
Benefits paid (including direct rollovers) | 2011-01-31 | $591,265 |
Total plan assets at end of year | 2011-01-31 | $1,480,195 |
Total plan assets at beginning of year | 2011-01-31 | $1,823,325 |
Total contributions received or receivable from participants | 2011-01-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-01-31 | $0 |
Other income received | 2011-01-31 | $208,026 |
Noncash contributions received | 2011-01-31 | $0 |
Net income (gross income less expenses) | 2011-01-31 | $-343,129 |
Net plan assets at end of year (total assets less liabilities) | 2011-01-31 | $1,480,195 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-01-31 | $1,823,325 |
Total contributions received or receivable from employer(s) | 2011-01-31 | $40,110 |
Value of certain deemed distributions of participant loans | 2011-01-31 | $0 |
Value of corrective distributions | 2011-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-01-31 | $0 |
2014: TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2014 form 5500 responses |
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2014-02-01 | Type of plan entity | Single employer plan |
2014-02-01 | First time form 5500 has been submitted | Yes |
2014-02-01 | Submission has been amended | No |
2014-02-01 | This submission is the final filing | No |
2014-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-02-01 | Plan is a collectively bargained plan | No |
2014-02-01 | Plan funding arrangement – Insurance | Yes |
2014-02-01 | Plan benefit arrangement – Insurance | Yes |
2013: TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2013 form 5500 responses |
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2013-02-01 | Type of plan entity | Single employer plan |
2013-02-01 | First time form 5500 has been submitted | Yes |
2013-02-01 | Submission has been amended | No |
2013-02-01 | This submission is the final filing | No |
2013-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-02-01 | Plan is a collectively bargained plan | No |
2013-02-01 | Plan funding arrangement – Insurance | Yes |
2013-02-01 | Plan benefit arrangement – Insurance | Yes |
2012: TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2012 form 5500 responses |
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2012-02-01 | Type of plan entity | Single employer plan |
2012-02-01 | First time form 5500 has been submitted | Yes |
2012-02-01 | Submission has been amended | No |
2012-02-01 | This submission is the final filing | No |
2012-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-02-01 | Plan is a collectively bargained plan | No |
2012-02-01 | Plan funding arrangement – Insurance | Yes |
2012-02-01 | Plan benefit arrangement – Insurance | Yes |
2011: TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2011 form 5500 responses |
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2011-02-01 | Type of plan entity | Single employer plan |
2011-02-01 | First time form 5500 has been submitted | Yes |
2011-02-01 | Submission has been amended | No |
2011-02-01 | This submission is the final filing | No |
2011-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-02-01 | Plan is a collectively bargained plan | No |
2011-02-01 | Plan funding arrangement – Insurance | Yes |
2011-02-01 | Plan benefit arrangement – Insurance | Yes |
2009: TREE TRUST TIAA-CREF QUALIFIED RETIREMENT PLAN 2009 form 5500 responses |
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2009-02-01 | Type of plan entity | Single employer plan |
2009-02-01 | First time form 5500 has been submitted | Yes |
2009-02-01 | Submission has been amended | No |
2009-02-01 | This submission is the final filing | No |
2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-02-01 | Plan is a collectively bargained plan | No |
2009-02-01 | Plan funding arrangement – Insurance | Yes |
2009-02-01 | Plan benefit arrangement – Insurance | Yes |
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 386593 |
Policy instance | 1 |
Insurance contract or identification number | 386593 | Number of Individuals Covered | 57 | Insurance policy start date | 2014-02-01 | Insurance policy end date | 2015-01-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 386593 |
Policy instance | 1 |
Insurance contract or identification number | 386593 | Number of Individuals Covered | 57 | Insurance policy start date | 2013-02-01 | Insurance policy end date | 2014-01-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 386593 |
Policy instance | 1 |
Insurance contract or identification number | 386593 | Number of Individuals Covered | 55 | Insurance policy start date | 2012-02-01 | Insurance policy end date | 2013-01-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 386593 |
Policy instance | 1 |
Insurance contract or identification number | 386593 | Number of Individuals Covered | 50 | Insurance policy start date | 2011-02-01 | Insurance policy end date | 2012-01-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 386593 |
Policy instance | 1 |
Insurance contract or identification number | 386593 | Number of Individuals Covered | 44 | Insurance policy start date | 2010-02-01 | Insurance policy end date | 2011-01-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
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