NORTH CAROLINA SYMPHONY SOCIETY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN
| Measure | Date | Value |
|---|
| 2022: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 93 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 25 |
| Total of all active and inactive participants | 2022-01-01 | 118 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 119 |
| Number of participants with account balances | 2022-01-01 | 106 |
| 2021: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 84 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 27 |
| Total of all active and inactive participants | 2021-01-01 | 111 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 112 |
| Number of participants with account balances | 2021-01-01 | 100 |
| 2020: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 68 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 33 |
| Total of all active and inactive participants | 2020-01-01 | 101 |
| Total participants | 2020-01-01 | 101 |
| Number of participants with account balances | 2020-01-01 | 100 |
| 2019: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 88 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 26 |
| Total of all active and inactive participants | 2019-01-01 | 114 |
| Total participants | 2019-01-01 | 114 |
| Number of participants with account balances | 2019-01-01 | 103 |
| 2018: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 91 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 18 |
| Total of all active and inactive participants | 2018-01-01 | 109 |
| Total participants | 2018-01-01 | 109 |
| Number of participants with account balances | 2018-01-01 | 97 |
| 2017: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 120 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
| Total of all active and inactive participants | 2017-01-01 | 131 |
| Total participants | 2017-01-01 | 131 |
| Number of participants with account balances | 2017-01-01 | 120 |
| 2016: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 82 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 15 |
| Total of all active and inactive participants | 2016-01-01 | 97 |
| Total participants | 2016-01-01 | 97 |
| Number of participants with account balances | 2016-01-01 | 118 |
| 2015: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 82 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 13 |
| Total of all active and inactive participants | 2015-01-01 | 95 |
| Total participants | 2015-01-01 | 95 |
| Number of participants with account balances | 2015-01-01 | 57 |
| 2014: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 83 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 84 |
| Total participants | 2014-01-01 | 84 |
| Number of participants with account balances | 2014-01-01 | 53 |
| 2013: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 84 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 87 |
| Total participants | 2013-01-01 | 87 |
| Number of participants with account balances | 2013-01-01 | 53 |
| 2012: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 87 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 89 |
| Total participants | 2012-01-01 | 89 |
| Number of participants with account balances | 2012-01-01 | 55 |
| 2011: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 82 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 85 |
| Total participants | 2011-01-01 | 85 |
| Number of participants with account balances | 2011-01-01 | 52 |
| 2010: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 79 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 82 |
| Total participants | 2010-01-01 | 82 |
| Number of participants with account balances | 2010-01-01 | 50 |
| 2009: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 75 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 78 |
| Total participants | 2009-01-01 | 78 |
| Number of participants with account balances | 2009-01-01 | 47 |
| Measure | Date | Value |
|---|
| 2022 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-951,551 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $335,581 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $325,560 |
| Total plan assets at end of year | 2022-12-31 | $8,683,991 |
| Total plan assets at beginning of year | 2022-12-31 | $9,971,123 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $398,195 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $3,455 |
| Other income received | 2022-12-31 | $-1,384,860 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,287,132 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,683,991 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,971,123 |
| Assets. Value of participant loans | 2022-12-31 | $379 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $31,659 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $10,021 |
| 2021 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,318,483 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $223,420 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $213,731 |
| Total plan assets at end of year | 2021-12-31 | $9,971,123 |
| Total plan assets at beginning of year | 2021-12-31 | $8,876,060 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $345,877 |
| Other income received | 2021-12-31 | $953,561 |
| Net income (gross income less expenses) | 2021-12-31 | $1,095,063 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,971,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,876,060 |
| Assets. Value of participant loans | 2021-12-31 | $829 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $19,045 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $9,689 |
| 2020 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,623,683 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $584,278 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $577,178 |
| Total plan assets at end of year | 2020-12-31 | $8,876,060 |
| Total plan assets at beginning of year | 2020-12-31 | $7,836,655 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $411,416 |
| Other income received | 2020-12-31 | $1,183,216 |
| Net income (gross income less expenses) | 2020-12-31 | $1,039,405 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,876,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,836,655 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $29,051 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $7,100 |
| 2019 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,707,348 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $172,849 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $167,184 |
| Total plan assets at end of year | 2019-12-31 | $7,836,655 |
| Total plan assets at beginning of year | 2019-12-31 | $6,302,156 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $491,724 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $36,535 |
| Other income received | 2019-12-31 | $1,145,421 |
| Net income (gross income less expenses) | 2019-12-31 | $1,534,499 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,836,655 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,302,156 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $33,668 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,665 |
| 2018 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $307,130 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $396,526 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $392,418 |
| Total plan assets at end of year | 2018-12-31 | $6,302,156 |
| Total plan assets at beginning of year | 2018-12-31 | $6,391,552 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $469,603 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $35,731 |
| Other income received | 2018-12-31 | $-230,392 |
| Net income (gross income less expenses) | 2018-12-31 | $-89,396 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,302,156 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,391,552 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $32,188 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,108 |
| 2017 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $122,040 |
| Total income from all sources | 2017-12-31 | $1,236,327 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $377,492 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $340,201 |
| Total plan assets at end of year | 2017-12-31 | $6,391,552 |
| Total plan assets at beginning of year | 2017-12-31 | $5,410,677 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $414,067 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $34,142 |
| Other income received | 2017-12-31 | $788,118 |
| Net income (gross income less expenses) | 2017-12-31 | $858,835 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,391,552 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,410,677 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $37,291 |
| 2016 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $56,168 |
| Total income from all sources | 2016-12-31 | $822,132 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $612,770 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $577,243 |
| Total plan assets at end of year | 2016-12-31 | $5,410,677 |
| Total plan assets at beginning of year | 2016-12-31 | $5,145,147 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $412,483 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $51,080 |
| Other income received | 2016-12-31 | $358,569 |
| Net income (gross income less expenses) | 2016-12-31 | $209,362 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,410,677 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,145,147 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $35,527 |
| 2015 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $49,108 |
| Total income from all sources | 2015-12-31 | $393,300 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $157,975 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $122,637 |
| Total plan assets at end of year | 2015-12-31 | $5,145,147 |
| Total plan assets at beginning of year | 2015-12-31 | $4,860,714 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $289,809 |
| Other income received | 2015-12-31 | $103,491 |
| Net income (gross income less expenses) | 2015-12-31 | $235,325 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,145,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,860,714 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $35,338 |
| 2014 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $792,046 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $198,557 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $198,557 |
| Total plan assets at end of year | 2014-12-31 | $4,860,714 |
| Total plan assets at beginning of year | 2014-12-31 | $4,267,225 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $269,563 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $201,282 |
| Other income received | 2014-12-31 | $321,201 |
| Net income (gross income less expenses) | 2014-12-31 | $593,489 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,860,714 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,267,225 |
| 2013 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $930,162 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $40,321 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $40,321 |
| Total plan assets at end of year | 2013-12-31 | $4,267,225 |
| Total plan assets at beginning of year | 2013-12-31 | $3,377,384 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $295,075 |
| Other income received | 2013-12-31 | $635,087 |
| Net income (gross income less expenses) | 2013-12-31 | $889,841 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,267,225 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,377,384 |
| 2012 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $163 |
| Total income from all sources | 2012-12-31 | $602,839 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,798 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,798 |
| Total plan assets at end of year | 2012-12-31 | $3,377,384 |
| Total plan assets at beginning of year | 2012-12-31 | $2,777,180 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $277,390 |
| Other income received | 2012-12-31 | $325,449 |
| Net income (gross income less expenses) | 2012-12-31 | $600,041 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,377,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,777,180 |
| 2011 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $273,850 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $44,944 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $44,944 |
| Total plan assets at end of year | 2011-12-31 | $2,777,180 |
| Total plan assets at beginning of year | 2011-12-31 | $2,548,274 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $6,021 |
| Other income received | 2011-12-31 | $22,122 |
| Net income (gross income less expenses) | 2011-12-31 | $228,906 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,777,180 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,548,274 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $245,707 |
| 2010 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $472,723 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,759 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $2,759 |
| Total plan assets at end of year | 2010-12-31 | $2,548,274 |
| Total plan assets at beginning of year | 2010-12-31 | $2,078,310 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $232,246 |
| Other income received | 2010-12-31 | $240,477 |
| Net income (gross income less expenses) | 2010-12-31 | $469,964 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,548,274 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,078,310 |
| 2009 : NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2009 401k financial data |
|---|
| Transfers to/from the plan | 2009-12-31 | $75,625 |
| Total income from all sources | 2009-12-31 | $563,927 |
| Expenses. Total of all expenses incurred | 2009-12-31 | $211,150 |
| Benefits paid (including direct rollovers) | 2009-12-31 | $211,150 |
| Total plan assets at end of year | 2009-12-31 | $2,078,310 |
| Total plan assets at beginning of year | 2009-12-31 | $1,649,908 |
| Value of fidelity bond covering the plan | 2009-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2009-12-31 | $34,023 |
| Other income received | 2009-12-31 | $293,663 |
| Net income (gross income less expenses) | 2009-12-31 | $352,777 |
| Net plan assets at end of year (total assets less liabilities) | 2009-12-31 | $2,078,310 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-12-31 | $1,649,908 |
| Total contributions received or receivable from employer(s) | 2009-12-31 | $236,241 |
| 2022: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | Yes |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: NORTH CAROLINA SYMPHONY SOCIETY TDA 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 funding arrangement – Trust | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: NORTH CAROLINA SYMPHONY SOCIETY TDA 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 funding arrangement – Trust | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: NORTH CAROLINA SYMPHONY SOCIETY TDA 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 funding arrangement – Trust | Yes |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: NORTH CAROLINA SYMPHONY SOCIETY TDA 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 funding arrangement – Trust | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: NORTH CAROLINA SYMPHONY SOCIETY TDA 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 funding arrangement – Trust | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: NORTH CAROLINA SYMPHONY SOCIETY TDA 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 funding arrangement – Trust | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: NORTH CAROLINA SYMPHONY SOCIETY TDA 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 funding arrangement – Trust | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368500 |
| Policy instance | 1 |
| Insurance contract or identification number | 368500 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368500 |
| Policy instance | 1 |
| Insurance contract or identification number | 368500 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 | 368500 |
| Policy instance | 1 |
| Insurance contract or identification number | 368500 | | Number of Individuals Covered | 56 | | 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 $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 | 368500 |
| Policy instance | 1 |
| Insurance contract or identification number | 368500 | | Number of Individuals Covered | 55 | | 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 $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 | 368500 |
| Policy instance | 1 |
| Insurance contract or identification number | 368500 | | Number of Individuals Covered | 61 | | 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 $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 | 368500 |
| Policy instance | 1 |
| Insurance contract or identification number | 368500 | | Number of Individuals Covered | 66 | | 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 $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 | 368500 |
| Policy instance | 1 |
| Insurance contract or identification number | 368500 | | Number of Individuals Covered | 62 | | 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 | | 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 | 368500 |
| Policy instance | 1 |
| Insurance contract or identification number | 368500 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368500 |
| Policy instance | 1 |
| Insurance contract or identification number | 368500 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368500 |
| Policy instance | 1 |
| Insurance contract or identification number | 368500 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368500 |
| Policy instance | 1 |
| Insurance contract or identification number | 368500 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
