COASTAL STATES ORGANIZATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COASTAL STATES ORGANIZATION, INC. 401K PLAN
401k plan membership statisitcs for COASTAL STATES ORGANIZATION, INC. 401K PLAN
| Measure | Date | Value |
|---|
| 2020: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 8 |
| Total of all active and inactive participants | 2020-01-01 | 13 |
| Total participants | 2020-01-01 | 13 |
| Number of participants with account balances | 2020-01-01 | 13 |
| 2019: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
| Total of all active and inactive participants | 2019-01-01 | 14 |
| Total participants | 2019-01-01 | 14 |
| Number of participants with account balances | 2019-01-01 | 14 |
| 2018: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
| Total of all active and inactive participants | 2018-01-01 | 12 |
| Total participants | 2018-01-01 | 12 |
| Number of participants with account balances | 2018-01-01 | 12 |
| 2017: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 9 |
| Total of all active and inactive participants | 2017-01-01 | 12 |
| Total participants | 2017-01-01 | 12 |
| Number of participants with account balances | 2017-01-01 | 12 |
| 2016: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 10 |
| Total of all active and inactive participants | 2016-01-01 | 13 |
| Total participants | 2016-01-01 | 13 |
| Number of participants with account balances | 2016-01-01 | 13 |
| 2015: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 10 |
| Total of all active and inactive participants | 2015-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 13 |
| Number of participants with account balances | 2015-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
| Total of all active and inactive participants | 2014-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 14 |
| Number of participants with account balances | 2014-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
| Total of all active and inactive participants | 2013-01-01 | 12 |
| Total participants | 2013-01-01 | 12 |
| 2012: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| Total of all active and inactive participants | 2012-01-01 | 11 |
| Total participants | 2012-01-01 | 11 |
| Number of participants with account balances | 2012-01-01 | 11 |
| 2011: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Total participants | 2011-01-01 | 13 |
| Number of participants with account balances | 2011-01-01 | 11 |
| 2010: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 10 |
| Total participants | 2010-01-01 | 10 |
| Number of participants with account balances | 2010-01-01 | 10 |
| 2008: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
| Total of all active and inactive participants | 2008-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 8 |
| Number of participants with account balances | 2008-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| 2007: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
| Total of all active and inactive participants | 2007-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 6 |
| Number of participants with account balances | 2007-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| 2006: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 0 |
| Total of all active and inactive participants | 2006-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
| Total participants | 2006-01-01 | 5 |
| Number of participants with account balances | 2006-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $96,722 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,296 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,296 |
| Total plan assets at end of year | 2020-12-31 | $415,475 |
| Total plan assets at beginning of year | 2020-12-31 | $321,049 |
| Total contributions received or receivable from participants | 2020-12-31 | $22,644 |
| Other income received | 2020-12-31 | $64,138 |
| Net income (gross income less expenses) | 2020-12-31 | $94,426 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $415,475 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $321,049 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $9,940 |
| 2019 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $90,053 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $321,049 |
| Total plan assets at beginning of year | 2019-12-31 | $230,996 |
| Total contributions received or receivable from participants | 2019-12-31 | $19,751 |
| Other income received | 2019-12-31 | $57,194 |
| Net income (gross income less expenses) | 2019-12-31 | $90,053 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $321,049 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $230,996 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $13,108 |
| 2018 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $7,865 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $230,996 |
| Total plan assets at beginning of year | 2018-12-31 | $223,131 |
| Total contributions received or receivable from participants | 2018-12-31 | $12,797 |
| Other income received | 2018-12-31 | $-17,087 |
| Net income (gross income less expenses) | 2018-12-31 | $7,865 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $230,996 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $223,131 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $12,155 |
| 2017 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $61,064 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $57,998 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $57,998 |
| Total plan assets at end of year | 2017-12-31 | $223,131 |
| Total plan assets at beginning of year | 2017-12-31 | $220,065 |
| Total contributions received or receivable from participants | 2017-12-31 | $14,693 |
| Other income received | 2017-12-31 | $34,058 |
| Net income (gross income less expenses) | 2017-12-31 | $3,066 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $223,131 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $220,065 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $12,313 |
| 2016 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $29,873 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $220,065 |
| Total plan assets at beginning of year | 2016-12-31 | $190,192 |
| Total contributions received or receivable from participants | 2016-12-31 | $14,825 |
| Other income received | 2016-12-31 | $5,022 |
| Net income (gross income less expenses) | 2016-12-31 | $29,873 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $220,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $190,192 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $10,026 |
| 2015 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $18,722 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $10,210 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $10,210 |
| Total plan assets at end of year | 2015-12-31 | $190,192 |
| Total plan assets at beginning of year | 2015-12-31 | $181,680 |
| Total contributions received or receivable from participants | 2015-12-31 | $11,990 |
| Other income received | 2015-12-31 | $743 |
| Net income (gross income less expenses) | 2015-12-31 | $8,512 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $190,192 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $181,680 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $5,989 |
| 2014 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $22,791 |
| Total plan assets at end of year | 2014-12-31 | $181,680 |
| Total plan assets at beginning of year | 2014-12-31 | $158,889 |
| Total contributions received or receivable from participants | 2014-12-31 | $6,777 |
| Other income received | 2014-12-31 | $10,504 |
| Net income (gross income less expenses) | 2014-12-31 | $22,791 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $181,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $158,889 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $5,510 |
| 2013 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $33,180 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,350 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,350 |
| Total plan assets at end of year | 2013-12-31 | $158,890 |
| Total plan assets at beginning of year | 2013-12-31 | $127,060 |
| Total contributions received or receivable from participants | 2013-12-31 | $8,613 |
| Other income received | 2013-12-31 | $23,671 |
| Net income (gross income less expenses) | 2013-12-31 | $31,830 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $158,890 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $127,060 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $896 |
| 2012 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $29,417 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $779 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $779 |
| Total plan assets at end of year | 2012-12-31 | $127,060 |
| Total plan assets at beginning of year | 2012-12-31 | $98,422 |
| Total contributions received or receivable from participants | 2012-12-31 | $13,725 |
| Other income received | 2012-12-31 | $8,859 |
| Net income (gross income less expenses) | 2012-12-31 | $28,638 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $127,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $98,422 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $6,833 |
| 2011 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $16,805 |
| Total plan assets at end of year | 2011-12-31 | $98,422 |
| Total plan assets at beginning of year | 2011-12-31 | $81,617 |
| Total contributions received or receivable from participants | 2011-12-31 | $11,430 |
| Other income received | 2011-12-31 | $-1,050 |
| Net income (gross income less expenses) | 2011-12-31 | $16,805 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $98,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $81,617 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $6,425 |
| 2010 : COASTAL STATES ORGANIZATION, INC. 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $20,441 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $22,925 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $22,925 |
| Total plan assets at end of year | 2010-12-31 | $81,617 |
| Total plan assets at beginning of year | 2010-12-31 | $84,101 |
| Total contributions received or receivable from participants | 2010-12-31 | $7,531 |
| Other income received | 2010-12-31 | $6,930 |
| Net income (gross income less expenses) | 2010-12-31 | $-2,484 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $81,617 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $84,101 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $5,980 |
| 2020: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006: COASTAL STATES ORGANIZATION, INC. 401K PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | First time form 5500 has been submitted | Yes |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 388777 |
| Policy instance | 1 |
| Insurance contract or identification number | 388777 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $2,648 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 | | Amount paid for insurance broker fees | 2648 | | Additional information about fees paid to insurance broker | INVESTMENT FEES | | Insurance broker organization code? | 3 |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 388777 |
| Policy instance | 1 |
| Insurance contract or identification number | 388777 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $2,049 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 | | Amount paid for insurance broker fees | 2049 | | Additional information about fees paid to insurance broker | INVESTMENT FEE AND EXPENSE | | Insurance broker organization code? | 3 |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 388777 |
| Policy instance | 1 |
| Insurance contract or identification number | 388777 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,743 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 | | Amount paid for insurance broker fees | 1743 | | Additional information about fees paid to insurance broker | INVESTMENT FEE AND EXPENSE | | Insurance broker organization code? | 3 |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 388777 |
| Policy instance | 1 |
| Insurance contract or identification number | 388777 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,728 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 | | Amount paid for insurance broker fees | 1728 | | Additional information about fees paid to insurance broker | INVESTMENT FEE AND EXPENSE | | Insurance broker organization code? | 3 | | Insurance broker name | TIAA-CREF |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 388777 |
| Policy instance | 1 |
| Insurance contract or identification number | 388777 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,269 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 | | Amount paid for insurance broker fees | 1269 | | Additional information about fees paid to insurance broker | INVESTMENT FEE & EXPENSE | | Insurance broker organization code? | 3 | | Insurance broker name | TIAA-CREF |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 388777 |
| Policy instance | 1 |
| Insurance contract or identification number | 388777 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type 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 number | 388777 |
| Policy instance | 1 |
| Insurance contract or identification number | 388777 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 388777 |
| Policy instance | 1 |
| Insurance contract or identification number | 388777 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 388777 |
| Policy instance | 1 |
| Insurance contract or identification number | 388777 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 388777 |
| Policy instance | 1 |
| Insurance contract or identification number | 388777 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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