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OATLANDS, INC. 403(B) PLAN 401k Plan overview

Plan NameOATLANDS, INC. 403(B) PLAN
Plan identification number 001

OATLANDS, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

OATLANDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:OATLANDS, INC.
Employer identification number (EIN):541118635
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about OATLANDS, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1979-08-24
Company Identification Number: 0198386
Legal Registered Office Address: 20850 OATLANDS PLANTATION LANE
SUITE 201
LEESBURG
United States of America (USA)
20175

More information about OATLANDS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OATLANDS, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CALEB SCHUTZ2023-07-13
0012021-01-01CALEB SCHUTZ2022-09-27
0012020-01-01CALEB SCHUTZ2021-06-30
0012019-01-01CALEB SCHUTZ2020-09-29
0012018-01-01CHERI HORVATH2019-07-23
0012017-01-01
0012016-01-01BONNIE LEPARD
0012015-01-01BONNIE LEPARD
0012014-01-01ANDREA MCGIMSEY
0012013-01-01ANDREA MCGIMSEY
0012012-01-01ANDREA MCGIMSEY
0012011-01-01ANDREA MCGIMSEY ANDREA MCGIMSEY2013-07-26
0012009-01-01ANDREA MCGIMSEY ANDREA MCGIMSEY2013-07-26
0012008-01-01ANDREA MCGIMSEY ANDREA MCGIMSEY2013-07-26
0012007-01-01ANDREA MCGIMSEY ANDREA MCGIMSEY2013-07-26
0012006-01-01ANDREA MCGIMSEY ANDREA MCGIMSEY2013-07-26

Plan Statistics for OATLANDS, INC. 403(B) PLAN

401k plan membership statisitcs for OATLANDS, INC. 403(B) PLAN

Measure Date Value
2022: OATLANDS, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OATLANDS, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OATLANDS, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OATLANDS, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OATLANDS, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-016
Total participants2018-01-016
Number of participants with account balances2018-01-015
2017: OATLANDS, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OATLANDS, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-017
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OATLANDS, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-015
Total of all active and inactive participants2015-01-018
Total participants2015-01-018
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OATLANDS, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-014
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OATLANDS, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0111
Number of participants with account balances2013-01-019
2012: OATLANDS, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
2011: OATLANDS, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-0110
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
2009: OATLANDS, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-0110
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
2008: OATLANDS, INC. 403(B) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-010
Total number of active participants reported on line 7a of the Form 55002008-01-0111
Total of all active and inactive participants2008-01-0111
Total participants2008-01-0111
Number of participants with account balances2008-01-0111
2007: OATLANDS, INC. 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-010
Total number of active participants reported on line 7a of the Form 55002007-01-010
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
Number of participants with account balances2007-01-010
2006: OATLANDS, INC. 403(B) PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-010
Total number of active participants reported on line 7a of the Form 55002006-01-010
Total of all active and inactive participants2006-01-010
Total participants2006-01-010
Number of participants with account balances2006-01-010

Financial Data on OATLANDS, INC. 403(B) PLAN

Measure Date Value
2022 : OATLANDS, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-20,649
Expenses. Total of all expenses incurred2022-12-31$51,314
Benefits paid (including direct rollovers)2022-12-31$51,314
Total plan assets at end of year2022-12-31$57,597
Total plan assets at beginning of year2022-12-31$129,560
Other income received2022-12-31$-20,649
Net income (gross income less expenses)2022-12-31$-71,963
Net plan assets at end of year (total assets less liabilities)2022-12-31$57,597
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$129,560
2021 : OATLANDS, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources2021-12-31$17,772
Expenses. Total of all expenses incurred2021-12-31$160
Benefits paid (including direct rollovers)2021-12-31$160
Total plan assets at end of year2021-12-31$129,560
Total plan assets at beginning of year2021-12-31$111,948
Other income received2021-12-31$17,772
Net income (gross income less expenses)2021-12-31$17,612
Net plan assets at end of year (total assets less liabilities)2021-12-31$129,560
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$111,948
2020 : OATLANDS, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources2020-12-31$15,285
Expenses. Total of all expenses incurred2020-12-31$139
Benefits paid (including direct rollovers)2020-12-31$139
Total plan assets at end of year2020-12-31$111,948
Total plan assets at beginning of year2020-12-31$96,802
Other income received2020-12-31$15,285
Net income (gross income less expenses)2020-12-31$15,146
Net plan assets at end of year (total assets less liabilities)2020-12-31$111,948
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$96,802
2019 : OATLANDS, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources2019-12-31$17,083
Expenses. Total of all expenses incurred2019-12-31$116
Benefits paid (including direct rollovers)2019-12-31$116
Total plan assets at end of year2019-12-31$96,802
Total plan assets at beginning of year2019-12-31$79,835
Other income received2019-12-31$17,083
Net income (gross income less expenses)2019-12-31$16,967
Net plan assets at end of year (total assets less liabilities)2019-12-31$96,802
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$79,835
2018 : OATLANDS, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-5,155
Total plan assets at end of year2018-12-31$79,835
Total plan assets at beginning of year2018-12-31$84,990
Other income received2018-12-31$-5,155
Net income (gross income less expenses)2018-12-31$-5,155
Net plan assets at end of year (total assets less liabilities)2018-12-31$79,835
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$84,990
2017 : OATLANDS, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources2017-12-31$13,035
Expenses. Total of all expenses incurred2017-12-31$15,695
Benefits paid (including direct rollovers)2017-12-31$15,695
Total plan assets at end of year2017-12-31$84,990
Total plan assets at beginning of year2017-12-31$87,650
Total contributions received or receivable from participants2017-12-31$200
Other income received2017-12-31$12,835
Net income (gross income less expenses)2017-12-31$-2,660
Net plan assets at end of year (total assets less liabilities)2017-12-31$84,990
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$87,650
2016 : OATLANDS, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$8,381
Expenses. Total of all expenses incurred2016-12-31$1,120
Benefits paid (including direct rollovers)2016-12-31$1,120
Total plan assets at end of year2016-12-31$87,650
Total plan assets at beginning of year2016-12-31$80,389
Total contributions received or receivable from participants2016-12-31$2,600
Other income received2016-12-31$5,781
Net income (gross income less expenses)2016-12-31$7,261
Net plan assets at end of year (total assets less liabilities)2016-12-31$87,650
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$80,389
2015 : OATLANDS, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$3,497
Expenses. Total of all expenses incurred2015-12-31$36,301
Benefits paid (including direct rollovers)2015-12-31$36,301
Total plan assets at end of year2015-12-31$80,389
Total plan assets at beginning of year2015-12-31$113,193
Total contributions received or receivable from participants2015-12-31$3,951
Other income received2015-12-31$-454
Net income (gross income less expenses)2015-12-31$-32,804
Net plan assets at end of year (total assets less liabilities)2015-12-31$80,389
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$113,193
2014 : OATLANDS, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$15,333
Expenses. Total of all expenses incurred2014-12-31$912
Benefits paid (including direct rollovers)2014-12-31$912
Total plan assets at end of year2014-12-31$113,193
Total plan assets at beginning of year2014-12-31$98,772
Total contributions received or receivable from participants2014-12-31$7,727
Other income received2014-12-31$7,606
Net income (gross income less expenses)2014-12-31$14,421
Net plan assets at end of year (total assets less liabilities)2014-12-31$113,193
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$98,772
2013 : OATLANDS, INC. 403(B) PLAN 2013 401k financial data
Total income from all sources2013-12-31$29,691
Expenses. Total of all expenses incurred2013-12-31$82,781
Benefits paid (including direct rollovers)2013-12-31$82,781
Total plan assets at end of year2013-12-31$98,772
Total plan assets at beginning of year2013-12-31$151,862
Total contributions received or receivable from participants2013-12-31$6,775
Other income received2013-12-31$22,916
Net income (gross income less expenses)2013-12-31$-53,090
Net plan assets at end of year (total assets less liabilities)2013-12-31$98,772
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$151,862
2012 : OATLANDS, INC. 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$34,254
Expenses. Total of all expenses incurred2012-12-31$1,469
Benefits paid (including direct rollovers)2012-12-31$1,469
Total plan assets at end of year2012-12-31$151,862
Total plan assets at beginning of year2012-12-31$119,077
Total contributions received or receivable from participants2012-12-31$20,106
Other income received2012-12-31$14,148
Net income (gross income less expenses)2012-12-31$32,785
Net plan assets at end of year (total assets less liabilities)2012-12-31$151,862
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$119,077
2011 : OATLANDS, INC. 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$7,875
Total plan assets at end of year2011-12-31$119,077
Total plan assets at beginning of year2011-12-31$111,202
Total contributions received or receivable from participants2011-12-31$7,567
Other income received2011-12-31$308
Net income (gross income less expenses)2011-12-31$7,875
Net plan assets at end of year (total assets less liabilities)2011-12-31$119,077
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$111,202
2010 : OATLANDS, INC. 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$21,995
Expenses. Total of all expenses incurred2010-12-31$8,973
Benefits paid (including direct rollovers)2010-12-31$8,973
Total plan assets at end of year2010-12-31$111,202
Total plan assets at beginning of year2010-12-31$98,180
Total contributions received or receivable from participants2010-12-31$11,382
Other income received2010-12-31$10,613
Net income (gross income less expenses)2010-12-31$13,022
Net plan assets at end of year (total assets less liabilities)2010-12-31$111,202
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$98,180
2008 : OATLANDS, INC. 403(B) PLAN 2008 401k financial data
Total income from all sources2008-12-31$142,740
Expenses. Total of all expenses incurred2008-12-31$5,396
Benefits paid (including direct rollovers)2008-12-31$5,396
Total plan assets at end of year2008-12-31$137,344
Total plan assets at beginning of year2008-12-31$0
Total contributions received or receivable from participants2008-12-31$13,452
Contributions received from other sources (not participants or employers)2008-12-31$155,977
Other income received2008-12-31$-26,689
Net income (gross income less expenses)2008-12-31$137,344
Net plan assets at end of year (total assets less liabilities)2008-12-31$137,344
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$0

Form 5500 Responses for OATLANDS, INC. 403(B) PLAN

2022: OATLANDS, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OATLANDS, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OATLANDS, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OATLANDS, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OATLANDS, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OATLANDS, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OATLANDS, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OATLANDS, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OATLANDS, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OATLANDS, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OATLANDS, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OATLANDS, INC. 403(B) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OATLANDS, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: OATLANDS, INC. 403(B) 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
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: OATLANDS, INC. 403(B) 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
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: OATLANDS, INC. 403(B) 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
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number330705
Policy instance 1
Insurance contract or identification number330705
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number330705
Policy instance 1
Insurance contract or identification number330705
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number330705
Policy instance 1
Insurance contract or identification number330705
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number330705
Policy instance 1
Insurance contract or identification number330705
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number330705
Policy instance 1
Insurance contract or identification number330705
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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