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GLENELG COUNTRY SCHOOL TDA PLAN 401k Plan overview

Plan NameGLENELG COUNTRY SCHOOL TDA PLAN
Plan identification number 002

GLENELG COUNTRY SCHOOL TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

GLENELG COUNTRY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:GLENELG COUNTRY SCHOOL
Employer identification number (EIN):520674564
NAIC Classification:611000

Additional information about GLENELG COUNTRY SCHOOL

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D00109967

More information about GLENELG COUNTRY SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLENELG COUNTRY SCHOOL TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01
0022011-01-01
0022010-01-01
0022009-01-01
0022008-01-01
0022007-01-01
0022006-01-01
0022005-01-01
0022004-01-01
0022003-01-01
0022002-01-01
0022001-01-01
0022000-01-01
0021999-01-01
0021998-01-01
0021997-01-01
0021996-01-01
0021995-01-01
0021994-09-01

Plan Statistics for GLENELG COUNTRY SCHOOL TDA PLAN

401k plan membership statisitcs for GLENELG COUNTRY SCHOOL TDA PLAN

Measure Date Value
2019: GLENELG COUNTRY SCHOOL TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01291
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GLENELG COUNTRY SCHOOL TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01274
Total number of active participants reported on line 7a of the Form 55002018-01-01166
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01125
Total of all active and inactive participants2018-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01291
Number of participants with account balances2018-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GLENELG COUNTRY SCHOOL TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01269
Total number of active participants reported on line 7a of the Form 55002017-01-01155
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01119
Total of all active and inactive participants2017-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01274
Number of participants with account balances2017-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GLENELG COUNTRY SCHOOL TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01266
Total number of active participants reported on line 7a of the Form 55002016-01-01158
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01111
Total of all active and inactive participants2016-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01269
Number of participants with account balances2016-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GLENELG COUNTRY SCHOOL TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01262
Total number of active participants reported on line 7a of the Form 55002015-01-01158
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01108
Total of all active and inactive participants2015-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01266
Number of participants with account balances2015-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GLENELG COUNTRY SCHOOL TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01262
Total number of active participants reported on line 7a of the Form 55002014-01-01149
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01113
Total of all active and inactive participants2014-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01262
Number of participants with account balances2014-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GLENELG COUNTRY SCHOOL TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01254
Total number of active participants reported on line 7a of the Form 55002013-01-01154
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01108
Total of all active and inactive participants2013-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01262
Number of participants with account balances2013-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GLENELG COUNTRY SCHOOL TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01236
Total number of active participants reported on line 7a of the Form 55002012-01-01153
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01101
Total of all active and inactive participants2012-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01254
Number of participants with account balances2012-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GLENELG COUNTRY SCHOOL TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01236
Total number of active participants reported on line 7a of the Form 55002011-01-01139
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0196
Total of all active and inactive participants2011-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01236
Number of participants with account balances2011-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GLENELG COUNTRY SCHOOL TDA PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01263
Total number of active participants reported on line 7a of the Form 55002010-01-01147
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0189
Total of all active and inactive participants2010-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01236
Number of participants with account balances2010-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GLENELG COUNTRY SCHOOL TDA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01264
Total number of active participants reported on line 7a of the Form 55002009-01-01258
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01263
Number of participants with account balances2009-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: GLENELG COUNTRY SCHOOL TDA PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-010
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2007: GLENELG COUNTRY SCHOOL TDA PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-010
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
2006: GLENELG COUNTRY SCHOOL TDA PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-010
Total of all active and inactive participants2006-01-010
Total participants2006-01-010
2005: GLENELG COUNTRY SCHOOL TDA PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-010
Total of all active and inactive participants2005-01-010
Total participants2005-01-010
2004: GLENELG COUNTRY SCHOOL TDA PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-010
Total of all active and inactive participants2004-01-010
Total participants2004-01-010
2003: GLENELG COUNTRY SCHOOL TDA PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-010
Total of all active and inactive participants2003-01-010
Total participants2003-01-010
2002: GLENELG COUNTRY SCHOOL TDA PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-010
Total of all active and inactive participants2002-01-010
Total participants2002-01-010
2001: GLENELG COUNTRY SCHOOL TDA PLAN 2001 401k membership
Total participants, beginning-of-year2001-01-010
Total of all active and inactive participants2001-01-010
Total participants2001-01-010
2000: GLENELG COUNTRY SCHOOL TDA PLAN 2000 401k membership
Total participants, beginning-of-year2000-01-010
Total of all active and inactive participants2000-01-010
Total participants2000-01-010
1999: GLENELG COUNTRY SCHOOL TDA PLAN 1999 401k membership
Total participants, beginning-of-year1999-01-010
Total of all active and inactive participants1999-01-010
Total participants1999-01-010
1998: GLENELG COUNTRY SCHOOL TDA PLAN 1998 401k membership
Total participants, beginning-of-year1998-01-010
Total of all active and inactive participants1998-01-010
Total participants1998-01-010
1997: GLENELG COUNTRY SCHOOL TDA PLAN 1997 401k membership
Total participants, beginning-of-year1997-01-010
Total of all active and inactive participants1997-01-010
Total participants1997-01-010
1996: GLENELG COUNTRY SCHOOL TDA PLAN 1996 401k membership
Total participants, beginning-of-year1996-01-010
Total of all active and inactive participants1996-01-010
Total participants1996-01-010
1995: GLENELG COUNTRY SCHOOL TDA PLAN 1995 401k membership
Total participants, beginning-of-year1995-01-010
Total of all active and inactive participants1995-01-010
Total participants1995-01-010
1994: GLENELG COUNTRY SCHOOL TDA PLAN 1994 401k membership
Total of all active and inactive participants1994-09-010
Total participants1994-09-010

Financial Data on GLENELG COUNTRY SCHOOL TDA PLAN

Measure Date Value
2019 : GLENELG COUNTRY SCHOOL TDA PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$14,833,322
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,138,567
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$612,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$612,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$855,764
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$12,307,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$93,948
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$840,989
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,525,735
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,307,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,162,505
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$485,974
Interest earned on other investments2019-12-31$93,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,659,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,162,344
Net investment gain/loss from pooled separate accounts2019-12-31$26,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$612,832
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH & HOWARD
Accountancy firm EIN2019-12-31581250486
2018 : GLENELG COUNTRY SCHOOL TDA PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$184,026
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$152,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$152,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$786,833
Value of total assets at end of year2018-12-31$12,307,587
Value of total assets at beginning of year2018-12-31$12,275,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$81,748
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$743,350
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$58,060
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$43,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$31,817
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,307,587
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,275,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,162,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,392,184
Value of interest in pooled separate accounts at end of year2018-12-31$485,974
Value of interest in pooled separate accounts at beginning of year2018-12-31$408,863
Interest earned on other investments2018-12-31$81,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,659,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,416,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-706,215
Net investment gain/loss from pooled separate accounts2018-12-31$21,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$152,209
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SMITH & HOWARD
Accountancy firm EIN2018-12-31581250486
2017 : GLENELG COUNTRY SCHOOL TDA PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,708,661
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$481,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$481,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,091,230
Value of total assets at end of year2017-12-31$12,275,770
Value of total assets at beginning of year2017-12-31$10,049,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$73,597
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$732,444
Participant contributions at end of year2017-12-31$58,060
Participant contributions at beginning of year2017-12-31$58,606
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$358,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,226,769
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,275,770
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,049,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,392,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,506,282
Value of interest in pooled separate accounts at end of year2017-12-31$408,863
Value of interest in pooled separate accounts at beginning of year2017-12-31$381,945
Interest earned on other investments2017-12-31$73,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,416,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,102,168
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$39,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,527,162
Net investment gain/loss from pooled separate accounts2017-12-31$16,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$442,707
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH & HOWARD
Accountancy firm EIN2017-12-31581250486
2016 : GLENELG COUNTRY SCHOOL TDA PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,181,819
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$568,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$568,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$679,315
Value of total assets at end of year2016-12-31$10,049,001
Value of total assets at beginning of year2016-12-31$9,435,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$72,400
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$672,741
Participant contributions at end of year2016-12-31$58,606
Participant contributions at beginning of year2016-12-31$50,731
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$613,292
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,049,001
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,435,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,506,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,955,089
Value of interest in pooled separate accounts at end of year2016-12-31$381,945
Value of interest in pooled separate accounts at beginning of year2016-12-31$357,639
Interest earned on other investments2016-12-31$72,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,102,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,072,250
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$410,881
Net investment gain/loss from pooled separate accounts2016-12-31$19,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$566,004
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH & HOWARD
Accountancy firm EIN2016-12-31581250486
2015 : GLENELG COUNTRY SCHOOL TDA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$910,678
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$704,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$704,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$783,564
Value of total assets at end of year2015-12-31$9,435,709
Value of total assets at beginning of year2015-12-31$9,229,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$68,469
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$646,507
Participant contributions at end of year2015-12-31$50,731
Participant contributions at beginning of year2015-12-31$48,921
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$137,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$206,602
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,435,709
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,229,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,955,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,716,885
Value of interest in pooled separate accounts at end of year2015-12-31$357,639
Value of interest in pooled separate accounts at beginning of year2015-12-31$281,776
Interest earned on other investments2015-12-31$68,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,072,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,181,525
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$66,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$34,268
Net investment gain/loss from pooled separate accounts2015-12-31$24,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$638,074
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SMITH & HOWARD
Accountancy firm EIN2015-12-31581250486
2014 : GLENELG COUNTRY SCHOOL TDA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,189,451
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$396,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$396,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$665,520
Value of total assets at end of year2014-12-31$9,229,107
Value of total assets at beginning of year2014-12-31$8,435,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$70,827
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$645,294
Participant contributions at end of year2014-12-31$48,921
Participant contributions at beginning of year2014-12-31$50,937
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$793,223
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,229,107
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,435,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,716,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,006,256
Value of interest in pooled separate accounts at end of year2014-12-31$281,776
Value of interest in pooled separate accounts at beginning of year2014-12-31$261,820
Interest earned on other investments2014-12-31$70,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,181,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,116,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$420,222
Net investment gain/loss from pooled separate accounts2014-12-31$32,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$396,228
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMITH & HOWARD
Accountancy firm EIN2014-12-31581250486
2013 : GLENELG COUNTRY SCHOOL TDA PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,942,845
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$258,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$258,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$756,500
Value of total assets at end of year2013-12-31$8,435,884
Value of total assets at beginning of year2013-12-31$6,751,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$65,303
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$658,904
Participant contributions at end of year2013-12-31$50,937
Participant contributions at beginning of year2013-12-31$52,209
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$97,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,684,773
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,435,884
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,751,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,006,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,774,869
Value of interest in pooled separate accounts at end of year2013-12-31$261,820
Value of interest in pooled separate accounts at beginning of year2013-12-31$231,223
Interest earned on other investments2013-12-31$65,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,116,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,692,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,097,976
Net investment gain/loss from pooled separate accounts2013-12-31$23,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$258,072
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH & HOWARD
Accountancy firm EIN2013-12-31581250486
2012 : GLENELG COUNTRY SCHOOL TDA PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,324,185
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$172,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$172,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$692,671
Value of total assets at end of year2012-12-31$6,751,111
Value of total assets at beginning of year2012-12-31$5,599,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$53,529
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$658,434
Participant contributions at end of year2012-12-31$52,209
Participant contributions at beginning of year2012-12-31$43,660
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$34,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,151,624
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,751,111
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,599,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,774,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,888,778
Value of interest in pooled separate accounts at end of year2012-12-31$231,223
Value of interest in pooled separate accounts at beginning of year2012-12-31$179,976
Interest earned on other investments2012-12-31$53,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,692,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,487,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$557,899
Net investment gain/loss from pooled separate accounts2012-12-31$20,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$172,561
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH & HOWARD
Accountancy firm EIN2012-12-31581250486
2011 : GLENELG COUNTRY SCHOOL TDA PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$668,218
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$332,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$332,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$669,797
Value of total assets at end of year2011-12-31$5,599,487
Value of total assets at beginning of year2011-12-31$5,263,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$42,733
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$609,041
Participant contributions at end of year2011-12-31$43,660
Participant contributions at beginning of year2011-12-31$47,166
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$60,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$335,637
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,599,487
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,263,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,888,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,973,228
Value of interest in pooled separate accounts at end of year2011-12-31$179,976
Value of interest in pooled separate accounts at beginning of year2011-12-31$141,695
Interest earned on other investments2011-12-31$42,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,487,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,101,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-64,185
Net investment gain/loss from pooled separate accounts2011-12-31$19,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$332,581
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH & HOWARD
Accountancy firm EIN2011-12-31581250486
2010 : GLENELG COUNTRY SCHOOL TDA PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,068,941
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$70,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$70,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$581,678
Value of total assets at end of year2010-12-31$5,263,850
Value of total assets at beginning of year2010-12-31$4,265,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$33,596
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$581,678
Participant contributions at end of year2010-12-31$47,166
Participant contributions at beginning of year2010-12-31$41,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$998,276
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,263,850
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,265,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,973,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,171,556
Value of interest in pooled separate accounts at end of year2010-12-31$141,695
Value of interest in pooled separate accounts at beginning of year2010-12-31$108,965
Interest earned on other investments2010-12-31$33,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,101,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$943,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$437,500
Net investment gain/loss from pooled separate accounts2010-12-31$16,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$70,665
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH & HOWARD
Accountancy firm EIN2010-12-31581250486
2009 : GLENELG COUNTRY SCHOOL TDA PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$1,144,217
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$186,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$186,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$525,062
Value of total assets at end of year2009-12-31$4,265,575
Value of total assets at beginning of year2009-12-31$3,307,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$0
Total interest from all sources2009-12-31$33,745
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$500,000
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$520,464
Participant contributions at end of year2009-12-31$41,565
Participant contributions at beginning of year2009-12-31$40,941
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$4,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$957,882
Value of net assets at end of year (total assets less liabilities)2009-12-31$4,265,575
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$3,307,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$3,171,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$2,201,962
Value of interest in pooled separate accounts at end of year2009-12-31$108,965
Value of interest in pooled separate accounts at beginning of year2009-12-31$163,533
Interest earned on other investments2009-12-31$33,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$943,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$901,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$624,911
Net investment gain/loss from pooled separate accounts2009-12-31$-39,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$186,335
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31NARDONE, PRIDGEON & COMPANY, P.A.
Accountancy firm EIN2009-12-31521707356

Form 5500 Responses for GLENELG COUNTRY SCHOOL TDA PLAN

2019: GLENELG COUNTRY SCHOOL TDA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: GLENELG COUNTRY SCHOOL TDA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: GLENELG COUNTRY SCHOOL TDA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: GLENELG COUNTRY SCHOOL TDA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: GLENELG COUNTRY SCHOOL TDA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: GLENELG COUNTRY SCHOOL TDA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: GLENELG COUNTRY SCHOOL TDA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: GLENELG COUNTRY SCHOOL TDA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: GLENELG COUNTRY SCHOOL TDA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: GLENELG COUNTRY SCHOOL TDA PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: GLENELG COUNTRY SCHOOL TDA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: GLENELG COUNTRY SCHOOL TDA PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: GLENELG COUNTRY SCHOOL TDA PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: GLENELG COUNTRY SCHOOL TDA PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: GLENELG COUNTRY SCHOOL TDA PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2004: GLENELG COUNTRY SCHOOL TDA PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2003: GLENELG COUNTRY SCHOOL TDA PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2002: GLENELG COUNTRY SCHOOL TDA PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2001: GLENELG COUNTRY SCHOOL TDA PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2000: GLENELG COUNTRY SCHOOL TDA PLAN 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedNo
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
1999: GLENELG COUNTRY SCHOOL TDA PLAN 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Submission has been amendedNo
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo
1998: GLENELG COUNTRY SCHOOL TDA PLAN 1998 form 5500 responses
1998-01-01Type of plan entitySingle employer plan
1998-01-01Submission has been amendedNo
1998-01-01This submission is the final filingNo
1998-01-01This return/report is a short plan year return/report (less than 12 months)No
1998-01-01Plan is a collectively bargained planNo
1997: GLENELG COUNTRY SCHOOL TDA PLAN 1997 form 5500 responses
1997-01-01Type of plan entitySingle employer plan
1997-01-01Submission has been amendedNo
1997-01-01This submission is the final filingNo
1997-01-01This return/report is a short plan year return/report (less than 12 months)No
1997-01-01Plan is a collectively bargained planNo
1996: GLENELG COUNTRY SCHOOL TDA PLAN 1996 form 5500 responses
1996-01-01Type of plan entitySingle employer plan
1996-01-01Submission has been amendedNo
1996-01-01This submission is the final filingNo
1996-01-01This return/report is a short plan year return/report (less than 12 months)No
1996-01-01Plan is a collectively bargained planNo
1995: GLENELG COUNTRY SCHOOL TDA PLAN 1995 form 5500 responses
1995-01-01Type of plan entitySingle employer plan
1995-01-01Submission has been amendedNo
1995-01-01This submission is the final filingNo
1995-01-01This return/report is a short plan year return/report (less than 12 months)No
1995-01-01Plan is a collectively bargained planNo
1994: GLENELG COUNTRY SCHOOL TDA PLAN 1994 form 5500 responses
1994-09-01Type of plan entitySingle employer plan
1994-09-01First time form 5500 has been submittedYes
1994-09-01Submission has been amendedNo
1994-09-01This submission is the final filingNo
1994-09-01This return/report is a short plan year return/report (less than 12 months)Yes
1994-09-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356684
Policy instance 1
Insurance contract or identification number356684
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356684
Policy instance 1
Insurance contract or identification number356684
Number of Individuals Covered291
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356684
Policy instance 1
Insurance contract or identification number356684
Number of Individuals Covered275
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356684
Policy instance 1
Insurance contract or identification number356684
Number of Individuals Covered269
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356684
Policy instance 1
Insurance contract or identification number356684
Number of Individuals Covered266
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356684
Policy instance 1
Insurance contract or identification number356684
Number of Individuals Covered262
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356684
Policy instance 1
Insurance contract or identification number356684
Number of Individuals Covered262
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356684
Policy instance 1
Insurance contract or identification number356684
Number of Individuals Covered253
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356684
Policy instance 1
Insurance contract or identification number356684
Number of Individuals Covered236
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356684
Policy instance 1
Insurance contract or identification number356684
Number of Individuals Covered236
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356684
Policy instance 1
Insurance contract or identification number356684
Number of Individuals Covered263
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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