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NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameNCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN
Plan identification number 001

NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN Benefits

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

401k Sponsoring company profile

NCTA EDUCATION FOUNDATION, INC has sponsored the creation of one or more 401k plans.

Company Name:NCTA EDUCATION FOUNDATION, INC
Employer identification number (EIN):521653760
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-04-01MARK KULISH2024-07-12
0012022-04-01ALEXANDRA BRINTON2023-06-14
0012021-04-01
0012021-04-01ALEXANDRA BRINTON
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01BETTYE COIL
0012016-04-01BETTYE COIL
0012015-04-01BETTYE COIL
0012014-04-01BETTYE COIL
0012013-04-01BETTYE COIL
0012012-04-01BETTYE COIL
0012011-04-01BETTYE COIL
0012010-04-01BETTYE COIL
0012009-04-01BETTYE COIL
0012009-04-01

Financial Data on NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN

Measure Date Value
2024 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2024 401k financial data
Total income from all sources2024-03-31$12,485
Total plan assets at end of year2024-03-31$66,958
Total plan assets at beginning of year2024-03-31$54,473
Value of fidelity bond covering the plan2024-03-31$2,000,000
Other income received2024-03-31$12,485
Net income (gross income less expenses)2024-03-31$12,485
Net plan assets at end of year (total assets less liabilities)2024-03-31$66,958
Net plan assets at beginning of year (total assets less liabilities)2024-03-31$54,473
2023 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2023 401k financial data
Total income from all sources2023-03-31$-3,356
Expenses. Total of all expenses incurred2023-03-31$15
Total plan assets at end of year2023-03-31$54,473
Total plan assets at beginning of year2023-03-31$57,844
Value of fidelity bond covering the plan2023-03-31$2,000,000
Other income received2023-03-31$-3,356
Net income (gross income less expenses)2023-03-31$-3,371
Net plan assets at end of year (total assets less liabilities)2023-03-31$54,473
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$57,844
Expenses. Administrative service providers (salaries,fees and commissions)2023-03-31$15
2022 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources2022-03-31$5,594
Expenses. Total of all expenses incurred2022-03-31$15
Total plan assets at end of year2022-03-31$57,844
Total plan assets at beginning of year2022-03-31$52,265
Value of fidelity bond covering the plan2022-03-31$2,000,000
Other income received2022-03-31$5,594
Net income (gross income less expenses)2022-03-31$5,579
Net plan assets at end of year (total assets less liabilities)2022-03-31$57,844
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$52,265
Expenses. Administrative service providers (salaries,fees and commissions)2022-03-31$15
2021 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources2021-03-31$15,607
Expenses. Total of all expenses incurred2021-03-31$15
Total plan assets at end of year2021-03-31$52,265
Total plan assets at beginning of year2021-03-31$36,673
Value of fidelity bond covering the plan2021-03-31$2,000,000
Other income received2021-03-31$15,607
Net income (gross income less expenses)2021-03-31$15,592
Net plan assets at end of year (total assets less liabilities)2021-03-31$52,265
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$36,673
Expenses. Administrative service providers (salaries,fees and commissions)2021-03-31$15
2020 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources2020-03-31$2,167
Expenses. Total of all expenses incurred2020-03-31$90,529
Benefits paid (including direct rollovers)2020-03-31$90,499
Total plan assets at end of year2020-03-31$36,673
Total plan assets at beginning of year2020-03-31$125,035
Value of fidelity bond covering the plan2020-03-31$2,000,000
Other income received2020-03-31$2,167
Net income (gross income less expenses)2020-03-31$-88,362
Net plan assets at end of year (total assets less liabilities)2020-03-31$36,673
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$125,035
Expenses. Administrative service providers (salaries,fees and commissions)2020-03-31$30
2019 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources2019-03-31$4,810
Expenses. Total of all expenses incurred2019-03-31$9
Benefits paid (including direct rollovers)2019-03-31$0
Total plan assets at end of year2019-03-31$125,035
Total plan assets at beginning of year2019-03-31$120,234
Value of fidelity bond covering the plan2019-03-31$2,000,000
Other income received2019-03-31$4,810
Net income (gross income less expenses)2019-03-31$4,801
Net plan assets at end of year (total assets less liabilities)2019-03-31$125,035
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$120,234
Expenses. Administrative service providers (salaries,fees and commissions)2019-03-31$9
2018 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources2018-03-31$11,933
Expenses. Total of all expenses incurred2018-03-31$25,300
Benefits paid (including direct rollovers)2018-03-31$25,293
Total plan assets at end of year2018-03-31$120,234
Total plan assets at beginning of year2018-03-31$133,601
Value of fidelity bond covering the plan2018-03-31$2,000,000
Other income received2018-03-31$11,933
Net income (gross income less expenses)2018-03-31$-13,367
Net plan assets at end of year (total assets less liabilities)2018-03-31$120,234
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$133,601
Expenses. Administrative service providers (salaries,fees and commissions)2018-03-31$7
2017 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources2017-03-31$14,176
Expenses. Total of all expenses incurred2017-03-31$90
Total plan assets at end of year2017-03-31$133,601
Total plan assets at beginning of year2017-03-31$119,515
Value of fidelity bond covering the plan2017-03-31$2,000,000
Other income received2017-03-31$14,176
Net income (gross income less expenses)2017-03-31$14,086
Net plan assets at end of year (total assets less liabilities)2017-03-31$133,601
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$119,515
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$90
2016 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources2016-03-31$-2,827
Expenses. Total of all expenses incurred2016-03-31$100,085
Benefits paid (including direct rollovers)2016-03-31$99,935
Total plan assets at end of year2016-03-31$119,515
Total plan assets at beginning of year2016-03-31$222,427
Value of fidelity bond covering the plan2016-03-31$2,000,000
Other income received2016-03-31$-2,827
Net income (gross income less expenses)2016-03-31$-102,912
Net plan assets at end of year (total assets less liabilities)2016-03-31$119,515
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$222,427
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$150
2015 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources2015-03-31$16,003
Expenses. Total of all expenses incurred2015-03-31$3,839
Benefits paid (including direct rollovers)2015-03-31$3,629
Total plan assets at end of year2015-03-31$222,427
Total plan assets at beginning of year2015-03-31$210,263
Value of fidelity bond covering the plan2015-03-31$2,000,000
Other income received2015-03-31$16,003
Net income (gross income less expenses)2015-03-31$12,164
Net plan assets at end of year (total assets less liabilities)2015-03-31$222,427
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$210,263
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$210
2014 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources2014-03-31$30,567
Expenses. Total of all expenses incurred2014-03-31$22,732
Benefits paid (including direct rollovers)2014-03-31$22,537
Total plan assets at end of year2014-03-31$210,263
Total plan assets at beginning of year2014-03-31$202,428
Value of fidelity bond covering the plan2014-03-31$2,000,000
Other income received2014-03-31$30,567
Net income (gross income less expenses)2014-03-31$7,835
Net plan assets at end of year (total assets less liabilities)2014-03-31$210,263
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$202,428
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$195
2013 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources2013-03-31$17,249
Expenses. Total of all expenses incurred2013-03-31$4,334
Benefits paid (including direct rollovers)2013-03-31$4,064
Total plan assets at end of year2013-03-31$202,428
Total plan assets at beginning of year2013-03-31$189,513
Value of fidelity bond covering the plan2013-03-31$2,000,000
Other income received2013-03-31$17,249
Net income (gross income less expenses)2013-03-31$12,915
Net plan assets at end of year (total assets less liabilities)2013-03-31$202,428
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$189,513
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$270
2012 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources2012-03-31$5,311
Expenses. Total of all expenses incurred2012-03-31$32,909
Benefits paid (including direct rollovers)2012-03-31$32,654
Total plan assets at end of year2012-03-31$189,513
Total plan assets at beginning of year2012-03-31$217,111
Value of fidelity bond covering the plan2012-03-31$2,000,000
Other income received2012-03-31$5,311
Net income (gross income less expenses)2012-03-31$-27,598
Net plan assets at end of year (total assets less liabilities)2012-03-31$189,513
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$217,111
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$255
2011 : NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources2011-03-31$26,481
Expenses. Total of all expenses incurred2011-03-31$255
Total plan assets at end of year2011-03-31$217,111
Total plan assets at beginning of year2011-03-31$190,885
Value of fidelity bond covering the plan2011-03-31$2,000,000
Other income received2011-03-31$26,481
Net income (gross income less expenses)2011-03-31$26,226
Net plan assets at end of year (total assets less liabilities)2011-03-31$217,111
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$190,885
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$255

Form 5500 Responses for NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN

2023: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2023 form 5500 responses
2023-04-01Type of plan entitySingle employer plan
2023-04-01Plan funding arrangement – InsuranceYes
2023-04-01Plan benefit arrangement – InsuranceYes
2022: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: NCTA EDUCATION FOUNDATION, INC TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedYes
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7121
Policy instance 1
Insurance contract or identification numberVF7121
Number of Individuals Covered2
Insurance policy start date2023-04-01
Insurance policy end date2024-03-31
Total amount of commissions paid to insurance brokerUSD $58
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7121
Policy instance 1
Insurance contract or identification numberVF7121
Number of Individuals Covered2
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $53
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7121
Policy instance 1

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