401k Plan data: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN plan

OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 401k Plan overview

Plan Name	OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN
Plan identification number	001

OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

OAKLAND MUSEUM OF CALIFORNIA has sponsored the creation of one or more 401k plans.

Company Name: OAKLAND MUSEUM OF CALIFORNIA

Employer identification number (EIN): 453138892

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about OAKLAND MUSEUM OF CALIFORNIA

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C3382580

More information about OAKLAND MUSEUM OF CALIFORNIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01 KIM CARIM 2020-04-15
001 2017-07-01 PAUL SASSE
001 2016-07-01 PAUL SASSE
001 2015-07-01 PAUL SASSE
001 2014-07-01 MICHELE JORDAN
001 2013-07-01 MICHELE JORDAN
001 2012-07-01 ENRICO HERNANDEZ
001 2011-07-01 ENRICO HERNANDEZ 2013-01-23

Plan Statistics for OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN

401k plan membership statisitcs for OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN

Measure Date Value
2021: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 272
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 94
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 190
Total of all active and inactive participants 2021-07-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 2
Total participants 2021-07-01 286
Number of participants with account balances 2021-07-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 277
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 87
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 184
Total of all active and inactive participants 2020-07-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 272
Number of participants with account balances 2020-07-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 279
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 126
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 150
Total of all active and inactive participants 2019-07-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 277
Number of participants with account balances 2019-07-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 305
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 116
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 163
Total of all active and inactive participants 2018-07-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 279
Number of participants with account balances 2018-07-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 257
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 145
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 160
Total of all active and inactive participants 2017-07-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 305
Number of participants with account balances 2017-07-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 240
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 111
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 146
Total of all active and inactive participants 2016-07-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 257
Number of participants with account balances 2016-07-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 233
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 116
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 124
Total of all active and inactive participants 2015-07-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 240
Number of participants with account balances 2015-07-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 218
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 128
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 105
Total of all active and inactive participants 2014-07-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 233
Number of participants with account balances 2014-07-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 176
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 125
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 93
Total of all active and inactive participants 2013-07-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 218
Number of participants with account balances 2013-07-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 156
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 122
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 54
Total of all active and inactive participants 2012-07-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 176
Number of participants with account balances 2012-07-01 176

Measure	Date	Value
2021: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	272
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	94
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	190
Total of all active and inactive participants	2021-07-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	2
Total participants	2021-07-01	286
Number of participants with account balances	2021-07-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	277
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	87
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	184
Total of all active and inactive participants	2020-07-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	272
Number of participants with account balances	2020-07-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	279
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	126
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	150
Total of all active and inactive participants	2019-07-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	277
Number of participants with account balances	2019-07-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	305
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	116
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	163
Total of all active and inactive participants	2018-07-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	279
Number of participants with account balances	2018-07-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	257
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	145
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	160
Total of all active and inactive participants	2017-07-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	305
Number of participants with account balances	2017-07-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	240
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	111
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	146
Total of all active and inactive participants	2016-07-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	257
Number of participants with account balances	2016-07-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	233
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	116
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	124
Total of all active and inactive participants	2015-07-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	240
Number of participants with account balances	2015-07-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	218
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	128
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	105
Total of all active and inactive participants	2014-07-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	233
Number of participants with account balances	2014-07-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	176
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	125
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	93
Total of all active and inactive participants	2013-07-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	218
Number of participants with account balances	2013-07-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	156
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	122
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	54
Total of all active and inactive participants	2012-07-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	176
Number of participants with account balances	2012-07-01	176

Financial Data on OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN

Measure	Date	Value
2022 : OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-937,163
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$392,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$388,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$627,256
Value of total assets at end of year	2022-06-30	$10,154,345
Value of total assets at beginning of year	2022-06-30	$11,483,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$3,218
Total interest from all sources	2022-06-30	$35,551
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$474,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$474,455
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$442,255
Participant contributions at end of year	2022-06-30	$20,182
Participant contributions at beginning of year	2022-06-30	$24,876
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$1,583
Other income not declared elsewhere	2022-06-30	$12,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,329,328
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$10,154,345
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$11,483,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$8,702,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$10,095,930
Value of interest in pooled separate accounts at end of year	2022-06-30	$264,026
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$214,537
Interest on participant loans	2022-06-30	$1,323
Interest earned on other investments	2022-06-30	$34,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,167,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,148,330
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$16,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-2,136,781
Net investment gain/loss from pooled separate accounts	2022-06-30	$49,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$183,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$372,526
Contract administrator fees	2022-06-30	$3,218
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	ARMANINO LLP
Accountancy firm EIN	2022-06-30	946214841
2021 : OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$3,151,456
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$307,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$285,718
Expenses. Certain deemed distributions of participant loans	2021-06-30	$19,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$680,008
Value of total assets at end of year	2021-06-30	$11,483,673
Value of total assets at beginning of year	2021-06-30	$8,639,239
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,637
Total interest from all sources	2021-06-30	$33,457
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$244,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$244,903
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$444,634
Participant contributions at end of year	2021-06-30	$24,876
Participant contributions at beginning of year	2021-06-30	$50,746
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$21,623
Other income not declared elsewhere	2021-06-30	$9,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,844,434
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$11,483,673
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$8,639,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$10,095,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$7,285,310
Value of interest in pooled separate accounts at end of year	2021-06-30	$214,537
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$200,985
Interest on participant loans	2021-06-30	$1,893
Interest earned on other investments	2021-06-30	$31,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,148,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,102,198
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$11,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$2,169,626
Net investment gain/loss from pooled separate accounts	2021-06-30	$13,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$213,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$274,045
Contract administrator fees	2021-06-30	$1,637
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	ARMANINO LLP
Accountancy firm EIN	2021-06-30	946214841
2020 : OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,018,669
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$330,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$320,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$686,403
Value of total assets at end of year	2020-06-30	$8,639,239
Value of total assets at beginning of year	2020-06-30	$7,951,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$10,032
Total interest from all sources	2020-06-30	$27,866
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$207,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$207,674
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$433,425
Participant contributions at end of year	2020-06-30	$50,746
Participant contributions at beginning of year	2020-06-30	$32,993
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$25,580
Other income not declared elsewhere	2020-06-30	$10,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$688,118
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$8,639,239
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$7,951,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$7,285,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$7,014,811
Value of interest in pooled separate accounts at end of year	2020-06-30	$200,985
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$208,937
Interest on participant loans	2020-06-30	$2,044
Interest earned on other investments	2020-06-30	$25,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,102,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$694,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$84,436
Net investment gain/loss from pooled separate accounts	2020-06-30	$2,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$227,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$320,519
Contract administrator fees	2020-06-30	$10,032
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	ARMANINO LLP
Accountancy firm EIN	2020-06-30	946214841
2019 : OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,511,605
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$561,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$532,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,042,537
Value of total assets at end of year	2019-06-30	$7,951,121
Value of total assets at beginning of year	2019-06-30	$7,001,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$29,368
Total interest from all sources	2019-06-30	$26,105
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$212,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$212,070
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$207,223
Amount contributed by the employer to the plan for this plan year	2019-06-30	$207,223
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$398,291
Participant contributions at end of year	2019-06-30	$32,993
Participant contributions at beginning of year	2019-06-30	$38,081
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$437,023
Administrative expenses (other) incurred	2019-06-30	$1,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$949,903
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$7,951,121
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$7,001,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$7,014,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$6,073,626
Value of interest in pooled separate accounts at end of year	2019-06-30	$208,937
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$225,672
Interest on participant loans	2019-06-30	$1,872
Interest earned on other investments	2019-06-30	$24,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$694,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$663,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$219,746
Net investment gain/loss from pooled separate accounts	2019-06-30	$11,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$207,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$532,334
Contract administrator fees	2019-06-30	$28,292
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	ARMANINO LLP
Accountancy firm EIN	2019-06-30	946214841
2018 : OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,105,497
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$238,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$202,261
Expenses. Certain deemed distributions of participant loans	2018-06-30	$9,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$535,306
Value of total assets at end of year	2018-06-30	$7,001,218
Value of total assets at beginning of year	2018-06-30	$6,134,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$26,978
Total interest from all sources	2018-06-30	$24,395
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$94,015
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$94,015
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$184,922
Amount contributed by the employer to the plan for this plan year	2018-06-30	$184,922
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$331,803
Participant contributions at end of year	2018-06-30	$38,081
Participant contributions at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$18,581
Administrative expenses (other) incurred	2018-06-30	$630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$867,068
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$7,001,218
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$6,134,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$6,073,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$5,290,023
Value of interest in pooled separate accounts at end of year	2018-06-30	$225,672
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$220,103
Interest on participant loans	2018-06-30	$2,027
Interest earned on other investments	2018-06-30	$22,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$663,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$624,024
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$7,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$440,871
Net investment gain/loss from pooled separate accounts	2018-06-30	$10,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$184,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$194,844
Contract administrator fees	2018-06-30	$26,348
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	ARMANINO LLP
Accountancy firm EIN	2018-06-30	946214841
2017 : OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,224,501
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$319,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$298,194
Expenses. Certain deemed distributions of participant loans	2017-06-30	$1,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$557,319
Value of total assets at end of year	2017-06-30	$6,134,150
Value of total assets at beginning of year	2017-06-30	$5,228,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$19,741
Total interest from all sources	2017-06-30	$23,443
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$66,390
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$66,390
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$287,947
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$1,576
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$100,223
Administrative expenses (other) incurred	2017-06-30	$2,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$905,153
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$6,134,150
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$5,228,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$5,290,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$4,350,470
Value of interest in pooled separate accounts at end of year	2017-06-30	$220,103
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$223,460
Interest on participant loans	2017-06-30	$34
Interest earned on other investments	2017-06-30	$23,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$624,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$653,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$568,829
Net investment gain/loss from pooled separate accounts	2017-06-30	$8,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$169,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$298,194
Contract administrator fees	2017-06-30	$17,327
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ARMANINO LLP
Accountancy firm EIN	2017-06-30	946214841
2016 : OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$551,900
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$308,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$284,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$546,327
Value of total assets at end of year	2016-06-30	$5,228,997
Value of total assets at beginning of year	2016-06-30	$4,985,722
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$24,191
Total interest from all sources	2016-06-30	$23,186
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$60,553
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$60,553
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$206,623
Amount contributed by the employer to the plan for this plan year	2016-06-30	$206,623
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$339,704
Participant contributions at end of year	2016-06-30	$1,576
Participant contributions at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$243,275
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$5,228,997
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$4,985,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$4,350,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$4,135,844
Value of interest in pooled separate accounts at end of year	2016-06-30	$223,460
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$222,265
Interest on participant loans	2016-06-30	$65
Interest earned on other investments	2016-06-30	$23,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$653,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$626,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-93,113
Net investment gain/loss from pooled separate accounts	2016-06-30	$14,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$206,623
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$284,434
Contract administrator fees	2016-06-30	$24,191
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	ARMANINO LLP
Accountancy firm EIN	2016-06-30	946214841
2015 : OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$981,130
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$138,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$128,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$786,315
Value of total assets at end of year	2015-06-30	$4,985,722
Value of total assets at beginning of year	2015-06-30	$4,143,142
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$9,736
Total interest from all sources	2015-06-30	$22,940
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$26,389
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$26,389
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$308,768
Amount contributed by the employer to the plan for this plan year	2015-06-30	$308,768
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$267,139
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$210,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$842,580
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$4,985,722
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,143,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$9,736
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$4,135,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,298,876
Value of interest in pooled separate accounts at end of year	2015-06-30	$222,265
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$191,398
Interest earned on other investments	2015-06-30	$22,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$626,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$652,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$124,494
Net investment gain/loss from pooled separate accounts	2015-06-30	$20,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$308,768
Employer contributions (assets) at end of year	2015-06-30	$655
Employer contributions (assets) at beginning of year	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$128,814
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	ARMANINO LLP
Accountancy firm EIN	2015-06-30	946214841
2014 : OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets to this plan	2014-06-30	$267,988
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,098,933
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$145,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$145,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$605,131
Value of total assets at end of year	2014-06-30	$4,143,142
Value of total assets at beginning of year	2014-06-30	$2,921,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$418
Total interest from all sources	2014-06-30	$21,927
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$24
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$24
Was this plan covered by a fidelity bond	2014-06-30	No
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$354,845
Amount contributed by the employer to the plan for this plan year	2014-06-30	$354,845
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$234,035
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$16,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$953,420
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,143,142
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$2,921,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,298,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,240,737
Value of interest in pooled separate accounts at end of year	2014-06-30	$191,398
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$156,748
Interest earned on other investments	2014-06-30	$21,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$652,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$524,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$453,508
Net investment gain/loss from pooled separate accounts	2014-06-30	$18,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$354,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$145,095
Contract administrator fees	2014-06-30	$418
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	ARMANINO LLP
Accountancy firm EIN	2014-06-30	946214841
2013 : OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$848,467
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$36,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$36,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$604,141
Value of total assets at end of year	2013-06-30	$2,921,734
Value of total assets at beginning of year	2013-06-30	$2,109,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$16,614
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Was this plan covered by a fidelity bond	2013-06-30	No
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$329,798
Amount contributed by the employer to the plan for this plan year	2013-06-30	$329,798
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$255,390
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$18,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$811,830
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,921,734
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,109,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,240,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,591,202
Value of interest in pooled separate accounts at end of year	2013-06-30	$156,748
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$123,521
Interest earned on other investments	2013-06-30	$16,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$524,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$395,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$216,105
Net investment gain/loss from pooled separate accounts	2013-06-30	$11,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$329,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$36,637
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	ARMANINO LLP
Accountancy firm EIN	2013-06-30	946214841

Form 5500 Responses for OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN

2021: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500483

Policy instance

Insurance contract or identification number	500483
Number of Individuals Covered	140
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500483

Policy instance

Insurance contract or identification number	500483
Number of Individuals Covered	142
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500483

Policy instance

Insurance contract or identification number	500483
Number of Individuals Covered	152
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500483

Policy instance

Insurance contract or identification number	500483
Number of Individuals Covered	160
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500483

Policy instance

Insurance contract or identification number	500483
Number of Individuals Covered	165
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500483

Policy instance

Insurance contract or identification number	500483
Number of Individuals Covered	178
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386683

Policy instance

Insurance contract or identification number	386683
Number of Individuals Covered	190
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386682

Policy instance

Insurance contract or identification number	386682
Number of Individuals Covered	201
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386682

Policy instance

Insurance contract or identification number	386682
Number of Individuals Covered	176
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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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Company Name:	OAKLAND MUSEUM OF CALIFORNIA
Employer identification number (EIN):	453138892
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C3382580