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GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameGREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN
Plan identification number 002

GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GREATER ATLANTA CHRISTIAN SCHOOLS, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREATER ATLANTA CHRISTIAN SCHOOLS, INC.
Employer identification number (EIN):580960612
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JOSHUA THOMASON2023-10-13
0022021-01-01JOSH THOMASON2022-10-11
0022020-01-01DEBORAH DEBOER2021-10-15
0022019-01-01DEBORAH DEBOER2020-07-21
0022018-01-01DEBORAH DEBOER2019-08-06
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01JOSH THOMASON
0022012-01-01JOSHUA THOMASON JOSHUA THOMASON2013-10-14
0022011-01-01RANDALL JACKSON RANDALL JACKSON2012-08-09
0022009-01-01RORY J. WAIDE RORY J. WAIDE2010-10-14

Plan Statistics for GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN

401k plan membership statisitcs for GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN

Measure Date Value
2022: GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01656
Total number of active participants reported on line 7a of the Form 55002022-01-01434
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01179
Total of all active and inactive participants2022-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01620
Number of participants with account balances2022-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01596
Total number of active participants reported on line 7a of the Form 55002021-01-01431
Number of retired or separated participants receiving benefits2021-01-0130
Number of other retired or separated participants entitled to future benefits2021-01-01195
Total of all active and inactive participants2021-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01656
Number of participants with account balances2021-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01490
Total number of active participants reported on line 7a of the Form 55002020-01-01398
Number of retired or separated participants receiving benefits2020-01-0126
Number of other retired or separated participants entitled to future benefits2020-01-01169
Total of all active and inactive participants2020-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01593
Number of participants with account balances2020-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01566
Total number of active participants reported on line 7a of the Form 55002019-01-01409
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-01490
Total participants2019-01-01490
Number of participants with account balances2019-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01568
Total number of active participants reported on line 7a of the Form 55002018-01-01413
Number of retired or separated participants receiving benefits2018-01-0125
Number of other retired or separated participants entitled to future benefits2018-01-01128
Total of all active and inactive participants2018-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01566
Number of participants with account balances2018-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01551
Total number of active participants reported on line 7a of the Form 55002017-01-01420
Number of retired or separated participants receiving benefits2017-01-0121
Number of other retired or separated participants entitled to future benefits2017-01-01127
Total of all active and inactive participants2017-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01568
Number of participants with account balances2017-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01553
Total number of active participants reported on line 7a of the Form 55002016-01-01419
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01132
Total of all active and inactive participants2016-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01551
Number of participants with account balances2016-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01525
Total number of active participants reported on line 7a of the Form 55002015-01-01429
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01124
Total of all active and inactive participants2015-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01553
Number of participants with account balances2015-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01523
Total number of active participants reported on line 7a of the Form 55002014-01-01498
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01119
Total of all active and inactive participants2014-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01617
Number of participants with account balances2014-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01312
Total number of active participants reported on line 7a of the Form 55002013-01-01263
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01110
Total of all active and inactive participants2013-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01373
Number of participants with account balances2013-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01295
Total number of active participants reported on line 7a of the Form 55002012-01-01238
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0173
Total of all active and inactive participants2012-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01312
Number of participants with account balances2012-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01267
Total number of active participants reported on line 7a of the Form 55002011-01-01248
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01295
Number of participants with account balances2011-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01334
Total number of active participants reported on line 7a of the Form 55002009-01-01316
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01335
Number of participants with account balances2009-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN

Measure Date Value
2022 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$10,633
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,397,407
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,084,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,009,196
Expenses. Certain deemed distributions of participant loans2022-12-31$3,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,345,690
Value of total assets at end of year2022-12-31$27,104,882
Value of total assets at beginning of year2022-12-31$30,575,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$71,589
Total interest from all sources2022-12-31$95,958
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$390,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$390,119
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,627,154
Participant contributions at end of year2022-12-31$125,371
Participant contributions at beginning of year2022-12-31$140,531
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$53,169
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,155
Other income not declared elsewhere2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,481,565
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,104,882
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,575,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,472,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,434,492
Value of interest in pooled separate accounts at end of year2022-12-31$246,285
Value of interest in pooled separate accounts at beginning of year2022-12-31$240,734
Interest on participant loans2022-12-31$6,996
Interest earned on other investments2022-12-31$88,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,260,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,760,057
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$119,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,272,324
Net investment gain/loss from pooled separate accounts2022-12-31$43,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$665,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,889,035
Contract administrator fees2022-12-31$71,589
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH & HOWARD
Accountancy firm EIN2022-12-31581250486
2021 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$20,183
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,725,504
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,052,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,954,920
Expenses. Certain deemed distributions of participant loans2021-12-31$13,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,140,152
Value of total assets at end of year2021-12-31$30,575,814
Value of total assets at beginning of year2021-12-31$27,882,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,401
Total interest from all sources2021-12-31$52,053
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$364,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$364,593
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,486,205
Participant contributions at end of year2021-12-31$140,531
Participant contributions at beginning of year2021-12-31$149,348
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,730
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$4,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,673,354
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,575,814
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,882,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,434,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,162,288
Value of interest in pooled separate accounts at end of year2021-12-31$240,734
Value of interest in pooled separate accounts at beginning of year2021-12-31$245,787
Interest on participant loans2021-12-31$9,250
Interest earned on other investments2021-12-31$42,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,760,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,324,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,065,918
Net investment gain/loss from pooled separate accounts2021-12-31$102,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$640,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,950,026
Contract administrator fees2021-12-31$83,401
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH & HOWARD
Accountancy firm EIN2021-12-31581250486
2020 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$17,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,839,525
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,623,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,540,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,041,664
Value of total assets at end of year2020-12-31$27,882,277
Value of total assets at beginning of year2020-12-31$25,648,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,463
Total interest from all sources2020-12-31$138,907
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$336,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$336,760
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,377,641
Participant contributions at end of year2020-12-31$149,348
Participant contributions at beginning of year2020-12-31$141,817
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$64,378
Other income not declared elsewhere2020-12-31$321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,215,569
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,882,277
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,648,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,162,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,653,319
Value of interest in pooled separate accounts at end of year2020-12-31$245,787
Value of interest in pooled separate accounts at beginning of year2020-12-31$264,592
Interest on participant loans2020-12-31$9,544
Interest earned on other investments2020-12-31$129,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,324,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,589,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,324,000
Net investment gain/loss from pooled separate accounts2020-12-31$-2,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$599,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,540,493
Contract administrator fees2020-12-31$83,463
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH & HOWARD
Accountancy firm EIN2020-12-31581250486
2019 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$17,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,739,856
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,094,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,017,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,925,444
Value of total assets at end of year2019-12-31$25,648,733
Value of total assets at beginning of year2019-12-31$20,985,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,079
Total interest from all sources2019-12-31$157,125
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$337,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$337,563
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,294,140
Participant contributions at end of year2019-12-31$141,817
Participant contributions at beginning of year2019-12-31$90,725
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$57,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,645,697
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,648,733
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,985,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,653,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,293,275
Value of interest in pooled separate accounts at end of year2019-12-31$264,592
Value of interest in pooled separate accounts at beginning of year2019-12-31$263,100
Interest on participant loans2019-12-31$6,609
Interest earned on other investments2019-12-31$150,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,589,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,337,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,305,617
Net investment gain/loss from pooled separate accounts2019-12-31$14,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$574,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,017,080
Contract administrator fees2019-12-31$77,079
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH & HOWARD
Accountancy firm EIN2019-12-31581250486
2018 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$19,731
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$866,663
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,373,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,311,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,831,226
Value of total assets at end of year2018-12-31$20,985,076
Value of total assets at beginning of year2018-12-31$22,472,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$62,331
Total interest from all sources2018-12-31$134,413
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$286,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$286,764
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,146,789
Participant contributions at end of year2018-12-31$90,725
Participant contributions at beginning of year2018-12-31$67,136
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,506,963
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,985,076
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,472,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,293,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,859,345
Value of interest in pooled separate accounts at end of year2018-12-31$263,100
Value of interest in pooled separate accounts at beginning of year2018-12-31$274,243
Interest on participant loans2018-12-31$3,674
Interest earned on other investments2018-12-31$130,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,337,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,271,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,398,321
Net investment gain/loss from pooled separate accounts2018-12-31$12,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$665,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,311,295
Contract administrator fees2018-12-31$62,331
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SMITH & HOWARD
Accountancy firm EIN2018-12-31581250486
2017 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$9,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,618,614
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,890,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,836,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,886,708
Value of total assets at end of year2017-12-31$22,472,308
Value of total assets at beginning of year2017-12-31$19,734,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,513
Total interest from all sources2017-12-31$132,837
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$272,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$272,733
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,062,589
Participant contributions at end of year2017-12-31$67,136
Participant contributions at beginning of year2017-12-31$24,621
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$160,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,728,306
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,472,308
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,734,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,859,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,951,301
Value of interest in pooled separate accounts at end of year2017-12-31$274,243
Value of interest in pooled separate accounts at beginning of year2017-12-31$293,914
Interest on participant loans2017-12-31$862
Interest earned on other investments2017-12-31$131,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,271,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,464,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,314,586
Net investment gain/loss from pooled separate accounts2017-12-31$11,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$663,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,836,795
Contract administrator fees2017-12-31$53,513
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH & HOWARD
Accountancy firm EIN2017-12-31581250486
2016 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$24,185
Total income from all sources (including contributions)2016-12-31$3,056,126
Total of all expenses incurred2016-12-31$1,377,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,333,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,689,236
Value of total assets at end of year2016-12-31$19,734,358
Value of total assets at beginning of year2016-12-31$18,031,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,550
Total interest from all sources2016-12-31$147,408
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$237,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$237,924
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$962,938
Participant contributions at end of year2016-12-31$24,621
Participant contributions at beginning of year2016-12-31$61,637
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$92,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,678,274
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,734,358
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,031,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,951,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,314,935
Value of interest in pooled separate accounts at end of year2016-12-31$293,914
Value of interest in pooled separate accounts at beginning of year2016-12-31$284,310
Interest on participant loans2016-12-31$2,501
Interest earned on other investments2016-12-31$144,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,464,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,371,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$966,967
Net investment gain/loss from pooled separate accounts2016-12-31$14,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$633,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,333,302
Contract administrator fees2016-12-31$44,550
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH & HOWARD
Accountancy firm EIN2016-12-31581250486
2015 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$34,451
Total income from all sources (including contributions)2015-12-31$1,695,767
Total of all expenses incurred2015-12-31$539,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$500,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,795,940
Value of total assets at end of year2015-12-31$18,031,899
Value of total assets at beginning of year2015-12-31$16,841,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,601
Total interest from all sources2015-12-31$141,312
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$405,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$405,685
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$876,282
Participant contributions at end of year2015-12-31$61,637
Participant contributions at beginning of year2015-12-31$53,973
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$282,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,155,902
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,031,899
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,841,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,314,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,675,195
Value of interest in pooled separate accounts at end of year2015-12-31$284,310
Value of interest in pooled separate accounts at beginning of year2015-12-31$282,571
Interest on participant loans2015-12-31$2,123
Interest earned on other investments2015-12-31$139,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,371,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,829,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-669,722
Net investment gain/loss from pooled separate accounts2015-12-31$22,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$637,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$500,264
Contract administrator fees2015-12-31$39,601
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SMITH & HOWARD
Accountancy firm EIN2015-12-31581250486
2014 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$753,990
Total income from all sources (including contributions)2014-12-31$2,347,641
Total of all expenses incurred2014-12-31$993,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$959,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,486,492
Value of total assets at end of year2014-12-31$16,841,546
Value of total assets at beginning of year2014-12-31$14,733,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,637
Total interest from all sources2014-12-31$145,960
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$379,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$379,992
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$846,435
Participant contributions at end of year2014-12-31$53,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,354,515
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,841,546
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,733,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,675,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,899,794
Value of interest in pooled separate accounts at end of year2014-12-31$282,571
Value of interest in pooled separate accounts at beginning of year2014-12-31$313,064
Interest on participant loans2014-12-31$1,303
Interest earned on other investments2014-12-31$144,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,829,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,520,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$301,178
Net investment gain/loss from pooled separate accounts2014-12-31$34,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$640,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$959,489
Contract administrator fees2014-12-31$33,637
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMITH & HOWARD
Accountancy firm EIN2014-12-31581250486
2013 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,557,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,495,775
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$701,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$694,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,250,815
Value of total assets at end of year2013-12-31$14,733,041
Value of total assets at beginning of year2013-12-31$10,381,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,366
Total interest from all sources2013-12-31$114,492
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$126,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$126,744
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$594,269
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$76,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,794,387
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,733,041
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,381,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,899,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,950,737
Value of interest in pooled separate accounts at end of year2013-12-31$313,064
Value of interest in pooled separate accounts at beginning of year2013-12-31$867,448
Interest earned on other investments2013-12-31$114,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,520,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,562,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,932,516
Net investment gain/loss from pooled separate accounts2013-12-31$71,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$580,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$694,022
Contract administrator fees2013-12-31$7,366
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH & HOWARD
Accountancy firm EIN2013-12-31581250486
2012 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,086,656
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$221,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$220,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,112,353
Value of total assets at end of year2012-12-31$10,381,161
Value of total assets at beginning of year2012-12-31$8,516,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,161
Total interest from all sources2012-12-31$97,954
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$503,395
Administrative expenses (other) incurred2012-12-31$1,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,864,704
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,381,161
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,516,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,950,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,450,584
Value of interest in pooled separate accounts at end of year2012-12-31$867,448
Value of interest in pooled separate accounts at beginning of year2012-12-31$738,142
Interest on participant loans2012-12-31$97,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,562,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,327,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$799,873
Net investment gain/loss from pooled separate accounts2012-12-31$76,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$608,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$220,791
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH & HOWARD
Accountancy firm EIN2012-12-31581250486
2011 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,125,776
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$325,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$325,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,077,756
Value of total assets at end of year2011-12-31$8,516,457
Value of total assets at beginning of year2011-12-31$7,715,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$89,689
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$491,414
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$800,737
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,516,457
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,715,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,450,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,090,481
Value of interest in pooled separate accounts at end of year2011-12-31$738,142
Value of interest in pooled separate accounts at beginning of year2011-12-31$560,126
Interest earned on other investments2011-12-31$89,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,327,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,065,113
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$6,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-119,399
Net investment gain/loss from pooled separate accounts2011-12-31$77,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$579,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$318,734
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH & HOWARD
Accountancy firm EIN2011-12-31581250486
2010 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,772,669
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$368,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$368,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,058,298
Value of total assets at end of year2010-12-31$7,715,720
Value of total assets at beginning of year2010-12-31$6,311,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$75
Total interest from all sources2010-12-31$79,532
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$493,708
Administrative expenses (other) incurred2010-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,404,281
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,715,720
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,311,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,078,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,008,111
Value of interest in pooled separate accounts at end of year2010-12-31$572,357
Value of interest in pooled separate accounts at beginning of year2010-12-31$427,501
Interest earned on other investments2010-12-31$79,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,065,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,875,827
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$143,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$571,270
Net investment gain/loss from pooled separate accounts2010-12-31$63,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$564,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$225,096
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH & HOWARD
Accountancy firm EIN2010-12-31581250486
2009 : GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered679
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 $2,231
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2231
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369391
Policy instance 1
Insurance contract or identification number369391
Number of Individuals Covered95
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered626
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 $2,106
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2106
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369391
Policy instance 1
Insurance contract or identification number369391
Number of Individuals Covered165
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369391
Policy instance 1
Insurance contract or identification number369391
Number of Individuals Covered172
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered534
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 $2,025
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2025
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered519
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 $1,872
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1872
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369391
Policy instance 1
Insurance contract or identification number369391
Number of Individuals Covered175
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered272
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,801
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1801
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369391
Policy instance 1
Insurance contract or identification number369391
Number of Individuals Covered181
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered519
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 $1,822
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1822
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameNEWPORT GROUP
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369391
Policy instance 1
Insurance contract or identification number369391
Number of Individuals Covered185
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered568
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,424
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1424
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameVERISIGHT INC.
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369391
Policy instance 1
Insurance contract or identification number369391
Number of Individuals Covered201
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number369391
Policy instance 1
Insurance contract or identification number369391
Number of Individuals Covered209
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered572
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 fees1156
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameVERISIGHT INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered244
Insurance policy start date2013-09-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,500
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2500
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameVERISIGHT, INC.
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369391
Policy instance 1
Insurance contract or identification number369391
Number of Individuals Covered220
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369391
Policy instance 1
Insurance contract or identification number369391
Number of Individuals Covered306
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369391
Policy instance 1
Insurance contract or identification number369391
Number of Individuals Covered289
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369391
Policy instance 1
Insurance contract or identification number369391
Number of Individuals Covered260
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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