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WHITEFIELD ACADEMY 403(B) PLAN 401k Plan overview

Plan NameWHITEFIELD ACADEMY 403(B) PLAN
Plan identification number 001

WHITEFIELD ACADEMY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

WHITEFIELD ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:WHITEFIELD ACADEMY
Employer identification number (EIN):581224983
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITEFIELD ACADEMY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-09-01
0012017-09-01MICHELLE HINES2019-04-02
0012016-09-01MICHELLE DURRETT
0012015-09-01MICHELLE DURRETT
0012014-09-01MICHELLE DURRETT
0012013-09-01MICHELLE DURRETT
0012012-09-01MICHELLE DURRETT
0012011-09-01MICHELLE DURRETT
0012009-09-01MICHELLE DURRETT

Plan Statistics for WHITEFIELD ACADEMY 403(B) PLAN

401k plan membership statisitcs for WHITEFIELD ACADEMY 403(B) PLAN

Measure Date Value
2022: WHITEFIELD ACADEMY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01255
Total number of active participants reported on line 7a of the Form 55002022-01-01147
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01125
Total of all active and inactive participants2022-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01273
Number of participants with account balances2022-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: WHITEFIELD ACADEMY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01232
Total number of active participants reported on line 7a of the Form 55002021-01-01134
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01120
Total of all active and inactive participants2021-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01255
Number of participants with account balances2021-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WHITEFIELD ACADEMY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01232
Total number of active participants reported on line 7a of the Form 55002020-01-01127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01104
Total of all active and inactive participants2020-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01232
Number of participants with account balances2020-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: WHITEFIELD ACADEMY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01229
Total number of active participants reported on line 7a of the Form 55002019-01-01120
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01112
Total of all active and inactive participants2019-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01232
Number of participants with account balances2019-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: WHITEFIELD ACADEMY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01230
Total number of active participants reported on line 7a of the Form 55002018-09-01112
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-01117
Total of all active and inactive participants2018-09-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01229
Number of participants with account balances2018-09-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: WHITEFIELD ACADEMY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01211
Total number of active participants reported on line 7a of the Form 55002017-09-01103
Number of retired or separated participants receiving benefits2017-09-01127
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01230
Number of participants with account balances2017-09-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: WHITEFIELD ACADEMY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01198
Total number of active participants reported on line 7a of the Form 55002016-09-01105
Number of retired or separated participants receiving benefits2016-09-01106
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-01211
Total participants2016-09-01211
Number of participants with account balances2016-09-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: WHITEFIELD ACADEMY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01192
Total number of active participants reported on line 7a of the Form 55002015-09-0190
Number of retired or separated participants receiving benefits2015-09-01108
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01198
Number of participants with account balances2015-09-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: WHITEFIELD ACADEMY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01179
Total number of active participants reported on line 7a of the Form 55002014-09-0193
Number of retired or separated participants receiving benefits2014-09-0198
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-011
Total participants2014-09-01192
Number of participants with account balances2014-09-01186
2013: WHITEFIELD ACADEMY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01159
Total number of active participants reported on line 7a of the Form 55002013-09-0184
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0195
Total of all active and inactive participants2013-09-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01179
Number of participants with account balances2013-09-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: WHITEFIELD ACADEMY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01168
Total number of active participants reported on line 7a of the Form 55002012-09-0185
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0174
Total of all active and inactive participants2012-09-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01159
Number of participants with account balances2012-09-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-0112
2011: WHITEFIELD ACADEMY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01162
Total number of active participants reported on line 7a of the Form 55002011-09-0199
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0169
Total of all active and inactive participants2011-09-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01168
Number of participants with account balances2011-09-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2009: WHITEFIELD ACADEMY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01166
Total number of active participants reported on line 7a of the Form 55002009-09-0195
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0171
Total of all active and inactive participants2009-09-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01166
Number of participants with account balances2009-09-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on WHITEFIELD ACADEMY 403(B) PLAN

Measure Date Value
2022 : WHITEFIELD ACADEMY 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-998,490
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$303,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$303,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$836,714
Value of total assets at end of year2022-12-31$10,176,107
Value of total assets at beginning of year2022-12-31$11,478,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25
Total interest from all sources2022-12-31$48,762
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$430,024
Participant contributions at end of year2022-12-31$9,735
Participant contributions at beginning of year2022-12-31$4,411
Participant contributions at end of year2022-12-31$16,866
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,302,130
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,176,107
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,478,237
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$8,114,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,542,107
Value of interest in pooled separate accounts at end of year2022-12-31$722,089
Value of interest in pooled separate accounts at beginning of year2022-12-31$647,973
Interest on participant loans2022-12-31$487
Interest earned on other investments2022-12-31$48,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,294,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,283,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,937,157
Net investment gain/loss from pooled separate accounts2022-12-31$53,191
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$406,690
Employer contributions (assets) at end of year2022-12-31$18,845
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$303,615
Contract administrator fees2022-12-31$25
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, PC
Accountancy firm EIN2022-12-31581250486
2021 : WHITEFIELD ACADEMY 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$2,328,615
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$216,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$216,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$914,839
Value of total assets at end of year2021-12-31$11,478,237
Value of total assets at beginning of year2021-12-31$9,366,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25
Total interest from all sources2021-12-31$38,564
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$406,495
Participant contributions at end of year2021-12-31$4,411
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$143,237
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$2,112,188
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,478,237
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,366,049
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$9,542,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,717,742
Value of interest in pooled separate accounts at end of year2021-12-31$647,973
Value of interest in pooled separate accounts at beginning of year2021-12-31$518,885
Interest on participant loans2021-12-31$38
Interest earned on other investments2021-12-31$38,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,283,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,129,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,279,077
Net investment gain/loss from pooled separate accounts2021-12-31$96,135
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$365,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$216,402
Contract administrator fees2021-12-31$25
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, PC
Accountancy firm EIN2021-12-31581250486
2020 : WHITEFIELD ACADEMY 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$2,050,318
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$665,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$665,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$707,463
Value of total assets at end of year2020-12-31$9,366,049
Value of total assets at beginning of year2020-12-31$7,980,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25
Total interest from all sources2020-12-31$40,638
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$391,583
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$16,478
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,154
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$1,385,277
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,366,049
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,980,772
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$7,717,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,310,204
Value of interest in pooled separate accounts at end of year2020-12-31$518,885
Value of interest in pooled separate accounts at beginning of year2020-12-31$494,104
Interest earned on other investments2020-12-31$40,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,129,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,146,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,306,466
Net investment gain/loss from pooled separate accounts2020-12-31$-4,249
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$298,726
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$13,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$665,016
Contract administrator fees2020-12-31$25
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, PC
Accountancy firm EIN2020-12-31581250486
2019 : WHITEFIELD ACADEMY 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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 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$2,086,283
Total income from all sources (including contributions)2019-12-31$2,086,283
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,366,171
Total of all expenses incurred2019-12-31$1,366,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,366,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,366,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$740,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$740,172
Value of total assets at end of year2019-12-31$7,980,772
Value of total assets at end of year2019-12-31$7,980,772
Value of total assets at beginning of year2019-12-31$7,260,660
Value of total assets at beginning of year2019-12-31$7,260,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$41,841
Total interest from all sources2019-12-31$41,841
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$335,797
Amount contributed by the employer to the plan for this plan year2019-12-31$335,797
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$390,475
Contributions received from participants2019-12-31$390,475
Participant contributions at end of year2019-12-31$16,478
Participant contributions at end of year2019-12-31$16,478
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,900
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,900
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
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$720,112
Value of net income/loss2019-12-31$720,112
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,980,772
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,980,772
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,260,660
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,260,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$6,310,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,310,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,509,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,509,890
Value of interest in pooled separate accounts at end of year2019-12-31$494,104
Value of interest in pooled separate accounts at end of year2019-12-31$494,104
Value of interest in pooled separate accounts at beginning of year2019-12-31$436,711
Value of interest in pooled separate accounts at beginning of year2019-12-31$436,711
Interest earned on other investments2019-12-31$41,841
Interest earned on other investments2019-12-31$41,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,146,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,146,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,314,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,314,059
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$89,356
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$89,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,279,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,279,243
Net investment gain/loss from pooled separate accounts2019-12-31$25,027
Net investment gain/loss from pooled separate accounts2019-12-31$25,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$335,797
Contributions received in cash from employer2019-12-31$335,797
Employer contributions (assets) at end of year2019-12-31$13,652
Employer contributions (assets) at end of year2019-12-31$13,652
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,276,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,276,815
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH & HOWARD, PC
Accountancy firm name2019-12-31SMITH & HOWARD, PC
Accountancy firm EIN2019-12-31581250486
Accountancy firm EIN2019-12-31581250486
2018 : WHITEFIELD ACADEMY 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-536,897
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,226,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,226,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$235,717
Value of total assets at end of year2018-12-31$7,260,660
Value of total assets at beginning of year2018-12-31$9,024,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$18,179
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$104,471
Amount contributed by the employer to the plan for this plan year2018-12-31$104,471
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$100,672
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,574
Other income not declared elsewhere2018-12-31$3,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,763,605
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,260,660
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,024,265
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$5,509,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,897,205
Value of interest in pooled separate accounts at end of year2018-12-31$436,711
Value of interest in pooled separate accounts at beginning of year2018-12-31$472,816
Interest earned on other investments2018-12-31$18,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,314,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,654,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-798,907
Net investment gain/loss from pooled separate accounts2018-12-31$4,919
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$104,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,226,708
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, PC
Accountancy firm EIN2018-12-31581250486
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$1,532,272
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$239,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$239,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$625,933
Value of total assets at end of year2018-08-31$9,024,265
Value of total assets at beginning of year2018-08-31$7,731,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$25
Total interest from all sources2018-08-31$56,578
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Administrative expenses professional fees incurred2018-08-31$25
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$349,411
Participant contributions at end of year2018-08-31$0
Participant contributions at beginning of year2018-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$1,292,310
Value of net assets at end of year (total assets less liabilities)2018-08-31$9,024,265
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$7,731,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$6,897,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$5,694,333
Value of interest in pooled separate accounts at end of year2018-08-31$472,816
Value of interest in pooled separate accounts at beginning of year2018-08-31$421,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$56,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$1,654,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$1,616,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$849,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$276,522
Employer contributions (assets) at end of year2018-08-31$0
Employer contributions (assets) at beginning of year2018-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$239,937
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31SMITH & HOWARD, PC
Accountancy firm EIN2018-08-31581250486
2017 : WHITEFIELD ACADEMY 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$1,353,050
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$358,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$358,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$613,547
Value of total assets at end of year2017-08-31$7,731,955
Value of total assets at beginning of year2017-08-31$6,737,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$25
Total interest from all sources2017-08-31$55,132
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Administrative expenses professional fees incurred2017-08-31$25
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$267,486
Participant contributions at end of year2017-08-31$0
Participant contributions at beginning of year2017-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$108,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$994,843
Value of net assets at end of year (total assets less liabilities)2017-08-31$7,731,955
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$6,737,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$5,694,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$4,917,265
Value of interest in pooled separate accounts at end of year2017-08-31$421,374
Value of interest in pooled separate accounts at beginning of year2017-08-31$377,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$55,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$1,616,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$1,442,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$684,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$237,915
Employer contributions (assets) at end of year2017-08-31$0
Employer contributions (assets) at beginning of year2017-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$358,182
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31SMITH & HOWARD, PC
Accountancy firm EIN2017-08-31581250486
2016 : WHITEFIELD ACADEMY 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$924,256
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$371,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$371,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$581,245
Value of total assets at end of year2016-08-31$6,737,112
Value of total assets at beginning of year2016-08-31$6,184,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$25
Total interest from all sources2016-08-31$51,628
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Administrative expenses professional fees incurred2016-08-31$25
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$244,861
Participant contributions at end of year2016-08-31$0
Participant contributions at beginning of year2016-08-31$9,493
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$94,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$552,910
Value of net assets at end of year (total assets less liabilities)2016-08-31$6,737,112
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$6,184,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$4,917,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$4,393,421
Value of interest in pooled separate accounts at end of year2016-08-31$377,633
Value of interest in pooled separate accounts at beginning of year2016-08-31$346,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$51,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$1,442,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$1,425,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$291,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$241,701
Employer contributions (assets) at end of year2016-08-31$0
Employer contributions (assets) at beginning of year2016-08-31$9,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$371,321
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31SMITH & HOWARD, PC
Accountancy firm EIN2016-08-31581250486
2015 : WHITEFIELD ACADEMY 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$476,575
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$273,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$273,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$470,590
Value of total assets at end of year2015-08-31$6,184,202
Value of total assets at beginning of year2015-08-31$5,980,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$25
Total interest from all sources2015-08-31$49,121
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Administrative expenses professional fees incurred2015-08-31$25
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$231,583
Participant contributions at end of year2015-08-31$9,493
Participant contributions at beginning of year2015-08-31$8,767
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$14,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$203,247
Value of net assets at end of year (total assets less liabilities)2015-08-31$6,184,202
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$5,980,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$4,393,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$4,300,919
Value of interest in pooled separate accounts at end of year2015-08-31$346,172
Value of interest in pooled separate accounts at beginning of year2015-08-31$303,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$49,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$1,425,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$1,358,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-43,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$224,368
Employer contributions (assets) at end of year2015-08-31$9,855
Employer contributions (assets) at beginning of year2015-08-31$9,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$273,303
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31SMITH & HOWARD, PC
Accountancy firm EIN2015-08-31581250486
2014 : WHITEFIELD ACADEMY 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$1,173,386
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$119,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$119,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$440,009
Value of total assets at end of year2014-08-31$5,980,955
Value of total assets at beginning of year2014-08-31$4,926,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$25
Total interest from all sources2014-08-31$45,913
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Administrative expenses professional fees incurred2014-08-31$25
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$211,254
Participant contributions at end of year2014-08-31$8,767
Participant contributions at beginning of year2014-08-31$8,167
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$16,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$1,054,232
Value of net assets at end of year (total assets less liabilities)2014-08-31$5,980,955
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$4,926,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$4,300,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$2,904,934
Value of interest in pooled separate accounts at end of year2014-08-31$303,208
Value of interest in pooled separate accounts at beginning of year2014-08-31$774,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$45,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$1,358,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$1,230,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$687,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$211,975
Employer contributions (assets) at end of year2014-08-31$9,215
Employer contributions (assets) at beginning of year2014-08-31$8,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$119,129
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31SMITH & HOWARD, PC
Accountancy firm EIN2014-08-31581250486
2013 : WHITEFIELD ACADEMY 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$966,515
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$182,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$182,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$525,574
Value of total assets at end of year2013-08-31$4,926,723
Value of total assets at beginning of year2013-08-31$4,142,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$25
Total interest from all sources2013-08-31$41,308
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Administrative expenses professional fees incurred2013-08-31$25
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$191,466
Participant contributions at end of year2013-08-31$8,167
Participant contributions at beginning of year2013-08-31$8,034
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$136,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$784,035
Value of net assets at end of year (total assets less liabilities)2013-08-31$4,926,723
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$4,142,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$2,904,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$2,808,152
Value of interest in pooled separate accounts at end of year2013-08-31$774,820
Value of interest in pooled separate accounts at beginning of year2013-08-31$211,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$41,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$1,230,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$1,107,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$399,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$197,389
Employer contributions (assets) at end of year2013-08-31$8,176
Employer contributions (assets) at beginning of year2013-08-31$8,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$182,455
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31SMITH & HOWARD, PC
Accountancy firm EIN2013-08-31581250486
2012 : WHITEFIELD ACADEMY 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$842,290
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$129,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$129,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$540,617
Value of total assets at end of year2012-08-31$4,142,688
Value of total assets at beginning of year2012-08-31$3,429,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$115
Total interest from all sources2012-08-31$278,558
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$1,000,000
If this is an individual account plan, was there a blackout period2012-08-31No
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$198,053
Participant contributions at end of year2012-08-31$8,034
Participant contributions at beginning of year2012-08-31$8,250
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$154,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$712,819
Value of net assets at end of year (total assets less liabilities)2012-08-31$4,142,688
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$3,429,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Investment advisory and management fees2012-08-31$115
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$2,808,152
Value of interest in pooled separate accounts at end of year2012-08-31$211,144
Value of interest in pooled separate accounts at beginning of year2012-08-31$2,549,840
Interest earned on other investments2012-08-31$278,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$1,107,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$863,993
Net investment gain/loss from pooled separate accounts2012-08-31$23,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31Yes
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$188,475
Employer contributions (assets) at end of year2012-08-31$8,104
Employer contributions (assets) at beginning of year2012-08-31$7,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$129,356
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31SMITH & HOWARD, PC
Accountancy firm EIN2012-08-31581250486
2011 : WHITEFIELD ACADEMY 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$707,174
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$265,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$265,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$376,434
Value of total assets at end of year2011-08-31$3,429,869
Value of total assets at beginning of year2011-08-31$2,988,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$165
Total interest from all sources2011-08-31$296,872
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$1,000,000
If this is an individual account plan, was there a blackout period2011-08-31No
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$201,278
Participant contributions at end of year2011-08-31$8,250
Participant contributions at beginning of year2011-08-31$8,621
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$19,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$441,634
Value of net assets at end of year (total assets less liabilities)2011-08-31$3,429,869
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$2,988,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Investment advisory and management fees2011-08-31$165
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$2,089,028
Value of interest in pooled separate accounts at end of year2011-08-31$2,549,840
Value of interest in pooled separate accounts at beginning of year2011-08-31$133,540
Interest earned on other investments2011-08-31$296,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$863,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$749,341
Net investment gain/loss from pooled separate accounts2011-08-31$33,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31Yes
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$155,459
Employer contributions (assets) at end of year2011-08-31$7,786
Employer contributions (assets) at beginning of year2011-08-31$7,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$265,375
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31SMITH & HOWARD, PC
Accountancy firm EIN2011-08-31581250486

Form 5500 Responses for WHITEFIELD ACADEMY 403(B) PLAN

2022: WHITEFIELD ACADEMY 403(B) 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 benefit arrangement – InsuranceYes
2021: WHITEFIELD ACADEMY 403(B) 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 benefit arrangement – InsuranceYes
2020: WHITEFIELD ACADEMY 403(B) 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 benefit arrangement – InsuranceYes
2019: WHITEFIELD ACADEMY 403(B) 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 benefit arrangement – InsuranceYes
2018: WHITEFIELD ACADEMY 403(B) PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – InsuranceYes
2017: WHITEFIELD ACADEMY 403(B) PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: WHITEFIELD ACADEMY 403(B) PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: WHITEFIELD ACADEMY 403(B) PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: WHITEFIELD ACADEMY 403(B) PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: WHITEFIELD ACADEMY 403(B) PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: WHITEFIELD ACADEMY 403(B) PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: WHITEFIELD ACADEMY 403(B) PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2009: WHITEFIELD ACADEMY 403(B) PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25029
Policy instance 2
Insurance contract or identification numberCR25029
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $14
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385111
Policy instance 1
Insurance contract or identification number385111
Number of Individuals Covered264
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385111
Policy instance 1
Insurance contract or identification number385111
Number of Individuals Covered247
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25029
Policy instance 2
Insurance contract or identification numberCR25029
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $11
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385111
Policy instance 1
Insurance contract or identification number385111
Number of Individuals Covered220
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25029
Policy instance 2
Insurance contract or identification numberCR25029
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $13
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25029
Policy instance 2
Insurance contract or identification numberCR25029
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $17
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385111
Policy instance 1
Insurance contract or identification number385111
Number of Individuals Covered228
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25029
Policy instance 2
Insurance contract or identification numberCR25029
Number of Individuals Covered1
Insurance policy start date2018-09-01
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385111
Policy instance 1
Insurance contract or identification number385111
Number of Individuals Covered226
Insurance policy start date2018-09-01
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385111
Policy instance 1
Insurance contract or identification number385111
Number of Individuals Covered204
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
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 number385112
Policy instance 2
Insurance contract or identification number385112
Number of Individuals Covered199
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
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 number385112
Policy instance 2
Insurance contract or identification number385112
Number of Individuals Covered157
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number385111
Policy instance 1
Insurance contract or identification number385111
Number of Individuals Covered170
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number385112
Policy instance 2
Insurance contract or identification number385112
Number of Individuals Covered156
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number385111
Policy instance 1
Insurance contract or identification number385111
Number of Individuals Covered171
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number385111
Policy instance 1
Insurance contract or identification number385111
Number of Individuals Covered164
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number385112
Policy instance 2
Insurance contract or identification number385112
Number of Individuals Covered154
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number385111
Policy instance 1
Insurance contract or identification number385111
Number of Individuals Covered155
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number385112
Policy instance 2
Insurance contract or identification number385112
Number of Individuals Covered149
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number385112
Policy instance 2
Insurance contract or identification number385112
Number of Individuals Covered148
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number385111
Policy instance 1
Insurance contract or identification number385111
Number of Individuals Covered152
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7142
Policy instance 3
Insurance contract or identification numberVF7142
Number of Individuals Covered4
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $38
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?No
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7142
Policy instance 3
Insurance contract or identification numberVF7142
Number of Individuals Covered4
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $41
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?No
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 number385112
Policy instance 2
Insurance contract or identification number385112
Number of Individuals Covered143
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number385111
Policy instance 1
Insurance contract or identification number385111
Number of Individuals Covered145
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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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