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TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 401k Plan overview

Plan NameTAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN
Plan identification number 001

TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:TAMPA PREPARATORY ACADEMY
Employer identification number (EIN):591618607
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT 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
0012018-01-01
0012017-01-01STEPHEN F. GARRETT STEPHEN F. GARRETT2018-10-02
0012016-01-01STEPHEN F. GARRETT STEPHEN F. GARRETT2018-01-30
0012015-01-01STEPHEN F. GARRETT2016-10-04 STEPHEN F. GARRETT2016-10-04
0012014-01-01STEPHEN F. GARRETT2015-10-05 STEPHEN F. GARRETT2015-10-05
0012013-01-01STEPHEN F. GARRETT2014-10-15
0012012-01-01STEPHEN F. GARRETT2013-09-30 STEPHEN F. GARRETT2013-09-30
0012011-01-01STEPHEN F. GARRETT2012-10-12 STEPHEN F. GARRETT2012-10-12
0012010-01-01STEPHEN F. GARRETT2011-09-22 STEPHEN F. GARRETT2011-09-22

Plan Statistics for TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN

401k plan membership statisitcs for TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN

Measure Date Value
2022: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01200
Total number of active participants reported on line 7a of the Form 55002022-01-01127
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01100
Total of all active and inactive participants2022-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01229
Number of participants with account balances2022-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01210
Total number of active participants reported on line 7a of the Form 55002021-01-01116
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0192
Total of all active and inactive participants2021-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01210
Number of participants with account balances2021-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-01120
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0190
Total of all active and inactive participants2020-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01210
Number of participants with account balances2020-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01202
Total number of active participants reported on line 7a of the Form 55002019-01-01122
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0185
Total of all active and inactive participants2019-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01208
Number of participants with account balances2019-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01183
Total number of active participants reported on line 7a of the Form 55002018-01-01117
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01202
Number of participants with account balances2018-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01203
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01203
Number of participants with account balances2017-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01182
Total number of active participants reported on line 7a of the Form 55002016-01-01149
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01189
Number of participants with account balances2016-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN

Measure Date Value
2022 : TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-1,985,575
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,427,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,427,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,076,291
Value of total assets at end of year2022-12-31$18,938,066
Value of total assets at beginning of year2022-12-31$22,351,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$130,563
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$646,660
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,412,957
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,938,066
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,351,023
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$14,175,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,970,663
Value of interest in pooled separate accounts at end of year2022-12-31$1,586,477
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,192,786
Interest earned on other investments2022-12-31$130,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,175,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,182,266
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$121,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,304,999
Net investment gain/loss from pooled separate accounts2022-12-31$112,570
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$409,809
Employer contributions (assets) at end of year2022-12-31$668
Employer contributions (assets) at beginning of year2022-12-31$5,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,305,851
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 name2022-12-31RIVERO, GORDIMER & COMPANY, P.A.
Accountancy firm EIN2022-12-31593040705
2021 : TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT 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$3,910,727
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,988,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,984,797
Value of total corrective distributions2021-12-31$3,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,177,138
Value of total assets at end of year2021-12-31$22,351,023
Value of total assets at beginning of year2021-12-31$20,428,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$110,184
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$1,000,000
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$686,403
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$59,267
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$1,922,405
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,351,023
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,428,618
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$17,970,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,235,668
Value of interest in pooled separate accounts at end of year2021-12-31$1,192,786
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,050,882
Interest earned on other investments2021-12-31$110,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,182,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,136,067
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$220,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,437,867
Net investment gain/loss from pooled separate accounts2021-12-31$185,538
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$431,468
Employer contributions (assets) at end of year2021-12-31$5,308
Employer contributions (assets) at beginning of year2021-12-31$6,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,764,646
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 name2021-12-31PRIDA, GUIDA & PEREZ, P.A.
Accountancy firm EIN2021-12-31591978917
2020 : TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT 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$6,542
Total income from all sources (including contributions)2020-12-31$3,578,642
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$701,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$694,678
Value of total corrective distributions2020-12-31$6,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,086,601
Value of total assets at end of year2020-12-31$20,428,618
Value of total assets at beginning of year2020-12-31$17,557,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$125,044
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$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$634,457
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$26,445
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,877,422
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,428,618
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,551,196
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$16,235,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,277,598
Value of interest in pooled separate accounts at end of year2020-12-31$1,050,882
Value of interest in pooled separate accounts at beginning of year2020-12-31$986,988
Interest earned on other investments2020-12-31$125,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,136,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,251,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,375,349
Net investment gain/loss from pooled separate accounts2020-12-31$-8,352
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$445,450
Employer contributions (assets) at end of year2020-12-31$6,001
Employer contributions (assets) at beginning of year2020-12-31$15,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$694,678
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 name2020-12-31PRIDA, GUIDA & PEREZ, P.A.
Accountancy firm EIN2020-12-31591978917
2019 : TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT 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$6,542
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,267
Total income from all sources (including contributions)2019-12-31$3,726,539
Total income from all sources (including contributions)2019-12-31$3,726,539
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$709,936
Total of all expenses incurred2019-12-31$709,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$709,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$709,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$991,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$991,655
Value of total assets at end of year2019-12-31$17,557,738
Value of total assets at end of year2019-12-31$17,557,738
Value of total assets at beginning of year2019-12-31$14,541,860
Value of total assets at beginning of year2019-12-31$14,541,860
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$126,623
Total interest from all sources2019-12-31$126,623
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
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$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$578,472
Contributions received from participants2019-12-31$578,472
Participant contributions at end of year2019-12-31$26,445
Participant contributions at beginning of year2019-12-31$6,000
Participant contributions at beginning of year2019-12-31$6,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,311
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,267
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$3,016,603
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,551,196
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,551,196
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,534,593
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,534,593
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$13,277,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,277,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,611,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,611,294
Value of interest in pooled separate accounts at end of year2019-12-31$986,988
Value of interest in pooled separate accounts at end of year2019-12-31$986,988
Value of interest in pooled separate accounts at beginning of year2019-12-31$778,706
Value of interest in pooled separate accounts at beginning of year2019-12-31$778,706
Interest earned on other investments2019-12-31$126,623
Interest earned on other investments2019-12-31$126,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,251,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,251,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,145,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,145,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,560,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,560,069
Net investment gain/loss from pooled separate accounts2019-12-31$48,192
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$411,872
Contributions received in cash from employer2019-12-31$411,872
Employer contributions (assets) at end of year2019-12-31$15,507
Employer contributions (assets) at end of year2019-12-31$15,507
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$709,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$709,936
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 name2019-12-31PRIDA, GUIDA & PEREZ, P.A.
Accountancy firm name2019-12-31PRIDA, GUIDA & PEREZ, P.A.
Accountancy firm EIN2019-12-31591978917
Accountancy firm EIN2019-12-31591978917
2018 : TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT 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$7,267
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$106,093
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,253,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,253,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$914,318
Value of total assets at end of year2018-12-31$14,541,860
Value of total assets at beginning of year2018-12-31$15,681,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$128,164
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$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$507,495
Participant contributions at end of year2018-12-31$6,000
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$7,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,146,985
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,534,593
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,681,578
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$10,611,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,752,251
Value of interest in pooled separate accounts at end of year2018-12-31$778,706
Value of interest in pooled separate accounts at beginning of year2018-12-31$722,148
Interest earned on other investments2018-12-31$128,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,145,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,198,077
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$151,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-970,670
Net investment gain/loss from pooled separate accounts2018-12-31$34,281
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$397,599
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$9,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,101,283
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 name2018-12-31PRIDA, GUIDA & PEREZ, P.A.
Accountancy firm EIN2018-12-31591978917
2017 : TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,241
Total income from all sources (including contributions)2017-12-31$3,020,659
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$692,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$692,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$980,262
Value of total assets at end of year2017-12-31$15,681,578
Value of total assets at beginning of year2017-12-31$13,371,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$127,794
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$537,387
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,328,270
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,681,578
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,353,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,752,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,561,992
Value of interest in pooled separate accounts at end of year2017-12-31$722,148
Value of interest in pooled separate accounts at beginning of year2017-12-31$615,855
Interest earned on other investments2017-12-31$127,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,198,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,193,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,883,022
Net investment gain/loss from pooled separate accounts2017-12-31$29,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$434,844
Employer contributions (assets) at end of year2017-12-31$9,102
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$692,389
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$18,241
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRIDA, GUIDA & PEREZ, P.A.
Accountancy firm EIN2017-12-31591978917
2016 : TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,650,714
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$970,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$970,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$877,666
Value of total assets at end of year2016-12-31$13,371,549
Value of total assets at beginning of year2016-12-31$12,673,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$137,342
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$473,390
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$34,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$679,982
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,353,308
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,673,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,561,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,952,104
Value of interest in pooled separate accounts at end of year2016-12-31$615,855
Value of interest in pooled separate accounts at beginning of year2016-12-31$562,938
Interest earned on other investments2016-12-31$137,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,193,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,158,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$604,384
Net investment gain/loss from pooled separate accounts2016-12-31$31,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$370,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$970,732
Liabilities. Value of benefit claims payable at end of year2016-12-31$18,241
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRIDA, GUIDA & PEREZ, P.A.
Accountancy firm EIN2016-12-31591978917

Form 5500 Responses for TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN

2022: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337018
Policy instance 1
Insurance contract or identification number337018
Number of Individuals Covered194
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number337018
Policy instance 1
Insurance contract or identification number337018
Number of Individuals Covered193
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number337018
Policy instance 1
Insurance contract or identification number337018
Number of Individuals Covered190
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number337018
Policy instance 1
Insurance contract or identification number337018
Number of Individuals Covered191
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number337018
Policy instance 1
Insurance contract or identification number337018
Number of Individuals Covered187
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337018
Policy instance 1
Insurance contract or identification number337018
Number of Individuals Covered185
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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

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