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CURREY INGRAM ACADEMY RETIREMENT PLAN 401k Plan overview

Plan NameCURREY INGRAM ACADEMY RETIREMENT PLAN
Plan identification number 001

CURREY INGRAM ACADEMY 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 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.
  • 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

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

Company Name:CURREY INGRAM ACADEMY
Employer identification number (EIN):621296326
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CURREY INGRAM ACADEMY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01
0012021-08-01
0012020-08-01
0012019-08-01
0012018-08-01
0012017-08-01
0012016-08-01CHAD HANDSHY
0012015-08-01CHAD HANDSHY
0012014-08-01CHAD HANDSHY
0012013-08-01CHAD HANDSHY
0012012-08-01CHAD HANDSHY
0012011-08-01CHAD J. HANDSHY CHAD J. HANDSHY2013-05-09
0012010-08-01CHAD J. HANDSHY CHAD J. HANDSHY2012-05-08
0012009-08-01CHAD J. HANDSHY CHAD J. HANDSHY2011-05-11
0012008-08-01CHAD HANDSHY

Plan Statistics for CURREY INGRAM ACADEMY RETIREMENT PLAN

401k plan membership statisitcs for CURREY INGRAM ACADEMY RETIREMENT PLAN

Measure Date Value
2022: CURREY INGRAM ACADEMY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-01371
Total number of active participants reported on line 7a of the Form 55002022-08-01180
Number of retired or separated participants receiving benefits2022-08-0155
Number of other retired or separated participants entitled to future benefits2022-08-01133
Total of all active and inactive participants2022-08-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-08-011
Total participants2022-08-01369
Number of participants with account balances2022-08-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-08-018
2021: CURREY INGRAM ACADEMY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-01347
Total number of active participants reported on line 7a of the Form 55002021-08-01154
Number of retired or separated participants receiving benefits2021-08-0159
Number of other retired or separated participants entitled to future benefits2021-08-01139
Total of all active and inactive participants2021-08-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-08-011
Total participants2021-08-01353
Number of participants with account balances2021-08-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-08-018
2020: CURREY INGRAM ACADEMY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-01345
Total number of active participants reported on line 7a of the Form 55002020-08-01143
Number of retired or separated participants receiving benefits2020-08-0160
Number of other retired or separated participants entitled to future benefits2020-08-01130
Total of all active and inactive participants2020-08-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-011
Total participants2020-08-01334
Number of participants with account balances2020-08-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-08-015
2019: CURREY INGRAM ACADEMY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01362
Total number of active participants reported on line 7a of the Form 55002019-08-01137
Number of retired or separated participants receiving benefits2019-08-0150
Number of other retired or separated participants entitled to future benefits2019-08-01153
Total of all active and inactive participants2019-08-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-011
Total participants2019-08-01341
Number of participants with account balances2019-08-01292
2018: CURREY INGRAM ACADEMY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01353
Total number of active participants reported on line 7a of the Form 55002018-08-01136
Number of retired or separated participants receiving benefits2018-08-0147
Number of other retired or separated participants entitled to future benefits2018-08-01163
Total of all active and inactive participants2018-08-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-011
Total participants2018-08-01347
Number of participants with account balances2018-08-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-018
2017: CURREY INGRAM ACADEMY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01359
Total number of active participants reported on line 7a of the Form 55002017-08-01130
Number of retired or separated participants receiving benefits2017-08-0143
Number of other retired or separated participants entitled to future benefits2017-08-01179
Total of all active and inactive participants2017-08-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-012
Total participants2017-08-01354
Number of participants with account balances2017-08-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-019
2016: CURREY INGRAM ACADEMY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01391
Total number of active participants reported on line 7a of the Form 55002016-08-01182
Number of retired or separated participants receiving benefits2016-08-0145
Number of other retired or separated participants entitled to future benefits2016-08-01153
Total of all active and inactive participants2016-08-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-01380
Number of participants with account balances2016-08-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-011
2015: CURREY INGRAM ACADEMY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01380
Total number of active participants reported on line 7a of the Form 55002015-08-01181
Number of retired or separated participants receiving benefits2015-08-0132
Number of other retired or separated participants entitled to future benefits2015-08-01178
Total of all active and inactive participants2015-08-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-01391
Number of participants with account balances2015-08-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-0114
2014: CURREY INGRAM ACADEMY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01380
Total number of active participants reported on line 7a of the Form 55002014-08-01186
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-01193
Total of all active and inactive participants2014-08-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-011
Total participants2014-08-01380
Number of participants with account balances2014-08-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-013
2013: CURREY INGRAM ACADEMY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01342
Total number of active participants reported on line 7a of the Form 55002013-08-01191
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-01188
Total of all active and inactive participants2013-08-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-011
Total participants2013-08-01380
Number of participants with account balances2013-08-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-015
2012: CURREY INGRAM ACADEMY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-01343
Total number of active participants reported on line 7a of the Form 55002012-08-01162
Number of retired or separated participants receiving benefits2012-08-0117
Number of other retired or separated participants entitled to future benefits2012-08-01161
Total of all active and inactive participants2012-08-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-011
Total participants2012-08-01341
Number of participants with account balances2012-08-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-014
2011: CURREY INGRAM ACADEMY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01291
Total number of active participants reported on line 7a of the Form 55002011-08-01174
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-01128
Total of all active and inactive participants2011-08-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-011
Total participants2011-08-01303
Number of participants with account balances2011-08-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-011
2010: CURREY INGRAM ACADEMY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-08-01293
Total number of active participants reported on line 7a of the Form 55002010-08-01140
Number of retired or separated participants receiving benefits2010-08-010
Number of other retired or separated participants entitled to future benefits2010-08-01150
Total of all active and inactive participants2010-08-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-08-011
Total participants2010-08-01291
Number of participants with account balances2010-08-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-08-010
2009: CURREY INGRAM ACADEMY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01316
Total number of active participants reported on line 7a of the Form 55002009-08-01106
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-01224
Total of all active and inactive participants2009-08-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-012
Total participants2009-08-01332
Number of participants with account balances2009-08-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-016

Financial Data on CURREY INGRAM ACADEMY RETIREMENT PLAN

Measure Date Value
2023 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$0
Total income from all sources (including contributions)2023-07-31$1,516,546
Total loss/gain on sale of assets2023-07-31$0
Total of all expenses incurred2023-07-31$1,076,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-07-31$1,045,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-07-31$607,398
Value of total assets at end of year2023-07-31$11,054,364
Value of total assets at beginning of year2023-07-31$10,614,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-07-31$30,965
Total interest from all sources2023-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-07-31No
Was this plan covered by a fidelity bond2023-07-31Yes
Value of fidelity bond cover2023-07-31$500,000
If this is an individual account plan, was there a blackout period2023-07-31No
Were there any nonexempt tranactions with any party-in-interest2023-07-31No
Contributions received from participants2023-07-31$354,702
Participant contributions at end of year2023-07-31$15,737
Participant contributions at beginning of year2023-07-31$15,594
Income. Received or receivable in cash from other sources (including rollovers)2023-07-31$22,204
Other income not declared elsewhere2023-07-31$37,161
Administrative expenses (other) incurred2023-07-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Value of net income/loss2023-07-31$439,615
Value of net assets at end of year (total assets less liabilities)2023-07-31$11,054,364
Value of net assets at beginning of year (total assets less liabilities)2023-07-31$10,614,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-07-31No
Were any leases to which the plan was party in default or uncollectible2023-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-07-31$9,958,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-07-31$9,444,092
Value of interest in pooled separate accounts at end of year2023-07-31$147,929
Value of interest in pooled separate accounts at beginning of year2023-07-31$253,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-07-31$920,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-07-31$891,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-07-31$892,990
Net investment gain/loss from pooled separate accounts2023-07-31$-21,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-07-31No
Was there a failure to transmit to the plan any participant contributions2023-07-31Yes
Has the plan failed to provide any benefit when due under the plan2023-07-31No
Contributions received in cash from employer2023-07-31$230,492
Employer contributions (assets) at end of year2023-07-31$11,789
Employer contributions (assets) at beginning of year2023-07-31$10,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-07-31$1,045,966
Contract administrator fees2023-07-31$29,965
Did the plan have assets held for investment2023-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-07-31No
Opinion of an independent qualified public accountant for this plan2023-07-31Unqualified
Accountancy firm name2023-07-31CHERRY BEKAERT LLP
Accountancy firm EIN2023-07-31560574444
2022 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total income from all sources (including contributions)2022-07-31$-430,239
Total loss/gain on sale of assets2022-07-31$0
Total of all expenses incurred2022-07-31$1,967,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-31$1,934,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-31$652,584
Value of total assets at end of year2022-07-31$10,614,749
Value of total assets at beginning of year2022-07-31$13,012,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-31$33,331
Total interest from all sources2022-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-31No
Was this plan covered by a fidelity bond2022-07-31Yes
Value of fidelity bond cover2022-07-31$500,000
If this is an individual account plan, was there a blackout period2022-07-31No
Were there any nonexempt tranactions with any party-in-interest2022-07-31No
Contributions received from participants2022-07-31$346,759
Participant contributions at end of year2022-07-31$15,594
Participant contributions at beginning of year2022-07-31$15,881
Income. Received or receivable in cash from other sources (including rollovers)2022-07-31$64,739
Other income not declared elsewhere2022-07-31$-1,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Value of net income/loss2022-07-31$-2,397,649
Value of net assets at end of year (total assets less liabilities)2022-07-31$10,614,749
Value of net assets at beginning of year (total assets less liabilities)2022-07-31$13,012,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-31No
Were any leases to which the plan was party in default or uncollectible2022-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-31$9,444,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-31$11,315,597
Value of interest in pooled separate accounts at end of year2022-07-31$253,542
Value of interest in pooled separate accounts at beginning of year2022-07-31$201,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-07-31$891,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-07-31$1,468,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-31$-1,081,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-31No
Was there a failure to transmit to the plan any participant contributions2022-07-31Yes
Has the plan failed to provide any benefit when due under the plan2022-07-31No
Contributions received in cash from employer2022-07-31$241,086
Employer contributions (assets) at end of year2022-07-31$10,135
Employer contributions (assets) at beginning of year2022-07-31$10,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-31$1,934,079
Contract administrator fees2022-07-31$33,331
Did the plan have assets held for investment2022-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-31No
Opinion of an independent qualified public accountant for this plan2022-07-31Unqualified
Accountancy firm name2022-07-31CHERRY BEKAERT LLP
Accountancy firm EIN2022-07-31560574444
2021 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$0
Total income from all sources (including contributions)2021-07-31$3,102,727
Total loss/gain on sale of assets2021-07-31$0
Total of all expenses incurred2021-07-31$1,098,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-07-31$1,047,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-07-31$623,909
Value of total assets at end of year2021-07-31$13,012,398
Value of total assets at beginning of year2021-07-31$11,007,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-07-31$50,643
Total interest from all sources2021-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-07-31No
Was this plan covered by a fidelity bond2021-07-31Yes
Value of fidelity bond cover2021-07-31$500,000
If this is an individual account plan, was there a blackout period2021-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-07-31$0
Were there any nonexempt tranactions with any party-in-interest2021-07-31No
Contributions received from participants2021-07-31$387,237
Participant contributions at end of year2021-07-31$15,881
Participant contributions at beginning of year2021-07-31$18,728
Income. Received or receivable in cash from other sources (including rollovers)2021-07-31$1,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Value of net income/loss2021-07-31$2,004,665
Value of net assets at end of year (total assets less liabilities)2021-07-31$13,012,398
Value of net assets at beginning of year (total assets less liabilities)2021-07-31$11,007,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-07-31No
Were any leases to which the plan was party in default or uncollectible2021-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-07-31$11,315,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-07-31$9,268,134
Value of interest in pooled separate accounts at end of year2021-07-31$201,916
Value of interest in pooled separate accounts at beginning of year2021-07-31$202,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-07-31$1,468,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-07-31$1,506,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-07-31$2,478,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-07-31No
Was there a failure to transmit to the plan any participant contributions2021-07-31No
Has the plan failed to provide any benefit when due under the plan2021-07-31No
Contributions received in cash from employer2021-07-31$235,124
Employer contributions (assets) at end of year2021-07-31$10,930
Employer contributions (assets) at beginning of year2021-07-31$11,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-07-31$1,047,419
Contract administrator fees2021-07-31$50,643
Did the plan have assets held for investment2021-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-07-31No
Opinion of an independent qualified public accountant for this plan2021-07-31Unqualified
Accountancy firm name2021-07-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-07-31560574444
2020 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$0
Total income from all sources (including contributions)2020-07-31$1,429,983
Total loss/gain on sale of assets2020-07-31$0
Total of all expenses incurred2020-07-31$713,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-31$687,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-31$665,141
Value of total assets at end of year2020-07-31$11,007,733
Value of total assets at beginning of year2020-07-31$10,291,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-31$26,061
Total interest from all sources2020-07-31$45,377
Total dividends received (eg from common stock, registered investment company shares)2020-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-31No
Was this plan covered by a fidelity bond2020-07-31Yes
Value of fidelity bond cover2020-07-31$500,000
If this is an individual account plan, was there a blackout period2020-07-31No
Were there any nonexempt tranactions with any party-in-interest2020-07-31No
Contributions received from participants2020-07-31$417,508
Participant contributions at end of year2020-07-31$18,728
Participant contributions at beginning of year2020-07-31$17,435
Income. Received or receivable in cash from other sources (including rollovers)2020-07-31$3,177
Administrative expenses (other) incurred2020-07-31$26,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Value of net income/loss2020-07-31$716,041
Value of net assets at end of year (total assets less liabilities)2020-07-31$11,007,733
Value of net assets at beginning of year (total assets less liabilities)2020-07-31$10,291,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-31No
Were any leases to which the plan was party in default or uncollectible2020-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-31$9,268,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-31$8,579,792
Value of interest in pooled separate accounts at end of year2020-07-31$202,867
Value of interest in pooled separate accounts at beginning of year2020-07-31$377,869
Interest earned on other investments2020-07-31$45,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-07-31$1,506,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-07-31$1,303,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-07-31$714,584
Net investment gain/loss from pooled separate accounts2020-07-31$4,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-31No
Was there a failure to transmit to the plan any participant contributions2020-07-31No
Has the plan failed to provide any benefit when due under the plan2020-07-31No
Contributions received in cash from employer2020-07-31$244,456
Employer contributions (assets) at end of year2020-07-31$11,779
Employer contributions (assets) at beginning of year2020-07-31$13,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-31$687,881
Did the plan have assets held for investment2020-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-07-31Yes
Opinion of an independent qualified public accountant for this plan2020-07-31Disclaimer
Accountancy firm name2020-07-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-07-31560574444
2019 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$0
Total income from all sources (including contributions)2019-07-31$1,206,613
Total loss/gain on sale of assets2019-07-31$0
Total of all expenses incurred2019-07-31$1,270,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-07-31$1,248,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-07-31$799,186
Value of total assets at end of year2019-07-31$10,291,692
Value of total assets at beginning of year2019-07-31$10,356,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-07-31$22,228
Total interest from all sources2019-07-31$48,215
Total dividends received (eg from common stock, registered investment company shares)2019-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-07-31No
Was this plan covered by a fidelity bond2019-07-31Yes
Value of fidelity bond cover2019-07-31$500,000
If this is an individual account plan, was there a blackout period2019-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-31$0
Were there any nonexempt tranactions with any party-in-interest2019-07-31No
Contributions received from participants2019-07-31$382,911
Participant contributions at end of year2019-07-31$17,863
Participant contributions at beginning of year2019-07-31$17,249
Income. Received or receivable in cash from other sources (including rollovers)2019-07-31$156,398
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-07-31$7,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Value of net income/loss2019-07-31$-64,338
Value of net assets at end of year (total assets less liabilities)2019-07-31$10,291,692
Value of net assets at beginning of year (total assets less liabilities)2019-07-31$10,356,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-07-31No
Were any leases to which the plan was party in default or uncollectible2019-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-07-31$8,579,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-07-31$8,475,196
Value of interest in pooled separate accounts at end of year2019-07-31$377,869
Value of interest in pooled separate accounts at beginning of year2019-07-31$401,118
Interest earned on other investments2019-07-31$48,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-07-31$1,303,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-07-31$1,450,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-07-31$340,487
Net investment gain/loss from pooled separate accounts2019-07-31$18,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-07-31No
Was there a failure to transmit to the plan any participant contributions2019-07-31No
Has the plan failed to provide any benefit when due under the plan2019-07-31No
Contributions received in cash from employer2019-07-31$259,877
Employer contributions (assets) at end of year2019-07-31$13,271
Employer contributions (assets) at beginning of year2019-07-31$12,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-07-31$1,240,749
Contract administrator fees2019-07-31$22,228
Did the plan have assets held for investment2019-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-07-31Yes
Opinion of an independent qualified public accountant for this plan2019-07-31Disclaimer
Accountancy firm name2019-07-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-07-31560574444
2018 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total income from all sources (including contributions)2018-07-31$1,620,233
Total loss/gain on sale of assets2018-07-31$0
Total of all expenses incurred2018-07-31$470,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-31$451,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-31$750,053
Value of total assets at end of year2018-07-31$10,356,030
Value of total assets at beginning of year2018-07-31$9,206,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-31$18,545
Total interest from all sources2018-07-31$49,996
Total dividends received (eg from common stock, registered investment company shares)2018-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-31No
Was this plan covered by a fidelity bond2018-07-31Yes
Value of fidelity bond cover2018-07-31$500,000
If this is an individual account plan, was there a blackout period2018-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
Were there any nonexempt tranactions with any party-in-interest2018-07-31No
Contributions received from participants2018-07-31$427,417
Participant contributions at end of year2018-07-31$17,249
Participant contributions at beginning of year2018-07-31$17,014
Income. Received or receivable in cash from other sources (including rollovers)2018-07-31$36,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-07-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-07-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Value of net income/loss2018-07-31$1,150,012
Value of net assets at end of year (total assets less liabilities)2018-07-31$10,356,030
Value of net assets at beginning of year (total assets less liabilities)2018-07-31$9,206,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-31No
Were any leases to which the plan was party in default or uncollectible2018-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-31$8,475,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-31$7,336,107
Value of interest in pooled separate accounts at end of year2018-07-31$401,118
Value of interest in pooled separate accounts at beginning of year2018-07-31$392,770
Interest earned on other investments2018-07-31$49,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-07-31$1,450,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-07-31$1,448,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-07-31$800,442
Net investment gain/loss from pooled separate accounts2018-07-31$19,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-31No
Was there a failure to transmit to the plan any participant contributions2018-07-31No
Has the plan failed to provide any benefit when due under the plan2018-07-31No
Contributions received in cash from employer2018-07-31$286,295
Employer contributions (assets) at end of year2018-07-31$12,279
Employer contributions (assets) at beginning of year2018-07-31$11,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-31$451,676
Contract administrator fees2018-07-31$18,545
Did the plan have assets held for investment2018-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-31Yes
Opinion of an independent qualified public accountant for this plan2018-07-31Disclaimer
Accountancy firm name2018-07-31CHERRY BEKAERT LLP
Accountancy firm EIN2018-07-31560574444
2017 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$0
Total income from all sources (including contributions)2017-07-31$1,554,800
Total loss/gain on sale of assets2017-07-31$0
Total of all expenses incurred2017-07-31$439,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-07-31$425,288
Value of total corrective distributions2017-07-31$1,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-07-31$651,659
Value of total assets at end of year2017-07-31$9,206,018
Value of total assets at beginning of year2017-07-31$8,090,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-07-31$13,108
Total interest from all sources2017-07-31$51,266
Total dividends received (eg from common stock, registered investment company shares)2017-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-07-31No
Was this plan covered by a fidelity bond2017-07-31Yes
Value of fidelity bond cover2017-07-31$500,000
If this is an individual account plan, was there a blackout period2017-07-31No
Were there any nonexempt tranactions with any party-in-interest2017-07-31No
Contributions received from participants2017-07-31$387,964
Participant contributions at end of year2017-07-31$17,014
Participant contributions at beginning of year2017-07-31$33,260
Income. Received or receivable in cash from other sources (including rollovers)2017-07-31$13,245
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-07-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-07-31$21,822
Other income not declared elsewhere2017-07-31$933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Value of net income/loss2017-07-31$1,115,368
Value of net assets at end of year (total assets less liabilities)2017-07-31$9,206,018
Value of net assets at beginning of year (total assets less liabilities)2017-07-31$8,090,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-07-31No
Were any leases to which the plan was party in default or uncollectible2017-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-07-31$7,336,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-07-31$6,171,479
Value of interest in pooled separate accounts at end of year2017-07-31$392,770
Value of interest in pooled separate accounts at beginning of year2017-07-31$396,608
Interest earned on other investments2017-07-31$51,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-07-31$1,448,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-07-31$1,443,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-07-31$835,844
Net investment gain/loss from pooled separate accounts2017-07-31$15,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-07-31No
Was there a failure to transmit to the plan any participant contributions2017-07-31No
Has the plan failed to provide any benefit when due under the plan2017-07-31No
Contributions received in cash from employer2017-07-31$250,450
Employer contributions (assets) at end of year2017-07-31$11,792
Employer contributions (assets) at beginning of year2017-07-31$24,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-07-31$425,288
Contract administrator fees2017-07-31$13,108
Did the plan have assets held for investment2017-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-07-31Yes
Opinion of an independent qualified public accountant for this plan2017-07-31Disclaimer
Accountancy firm name2017-07-31CHERRY BEKAERT LLP
Accountancy firm EIN2017-07-31560574444
2016 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$0
Total income from all sources (including contributions)2016-07-31$1,111,188
Total loss/gain on sale of assets2016-07-31$0
Total of all expenses incurred2016-07-31$159,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-31$156,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-31$972,955
Value of total assets at end of year2016-07-31$8,090,650
Value of total assets at beginning of year2016-07-31$7,138,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-31$2,449
Total interest from all sources2016-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-07-31$138,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-07-31$138,233
Administrative expenses professional fees incurred2016-07-31$2,449
Was this plan covered by a fidelity bond2016-07-31Yes
Value of fidelity bond cover2016-07-31$500,000
If this is an individual account plan, was there a blackout period2016-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
Were there any nonexempt tranactions with any party-in-interest2016-07-31No
Contributions received from participants2016-07-31$392,489
Participant contributions at end of year2016-07-31$33,260
Participant contributions at beginning of year2016-07-31$15,820
Income. Received or receivable in cash from other sources (including rollovers)2016-07-31$312,115
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-07-31$21,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-07-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Income. Non cash contributions2016-07-31$0
Value of net income/loss2016-07-31$951,833
Value of net assets at end of year (total assets less liabilities)2016-07-31$8,090,650
Value of net assets at beginning of year (total assets less liabilities)2016-07-31$7,138,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-31No
Were any leases to which the plan was party in default or uncollectible2016-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-07-31$6,171,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-07-31$5,574,199
Value of interest in pooled separate accounts at end of year2016-07-31$396,608
Value of interest in pooled separate accounts at beginning of year2016-07-31$481,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-07-31$1,443,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-07-31$1,055,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-31No
Was there a failure to transmit to the plan any participant contributions2016-07-31No
Has the plan failed to provide any benefit when due under the plan2016-07-31No
Contributions received in cash from employer2016-07-31$268,351
Employer contributions (assets) at end of year2016-07-31$24,237
Employer contributions (assets) at beginning of year2016-07-31$10,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-31$156,906
Did the plan have assets held for investment2016-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-31Yes
Opinion of an independent qualified public accountant for this plan2016-07-31Disclaimer
Accountancy firm name2016-07-31FRASIER, DEAN AND HOWARD PLLC
Accountancy firm EIN2016-07-31621073578
2015 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total income from all sources (including contributions)2015-07-31$1,126,948
Total loss/gain on sale of assets2015-07-31$0
Total of all expenses incurred2015-07-31$794,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-31$794,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-31$672,493
Value of total assets at end of year2015-07-31$7,138,817
Value of total assets at beginning of year2015-07-31$6,806,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-31$0
Total interest from all sources2015-07-31$37,979
Total dividends received (eg from common stock, registered investment company shares)2015-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-31No
Was this plan covered by a fidelity bond2015-07-31Yes
Value of fidelity bond cover2015-07-31$500,000
If this is an individual account plan, was there a blackout period2015-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
Were there any nonexempt tranactions with any party-in-interest2015-07-31No
Contributions received from participants2015-07-31$401,838
Participant contributions at end of year2015-07-31$15,820
Participant contributions at beginning of year2015-07-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-07-31$10,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Income. Non cash contributions2015-07-31$0
Value of net income/loss2015-07-31$332,568
Value of net assets at end of year (total assets less liabilities)2015-07-31$7,138,817
Value of net assets at beginning of year (total assets less liabilities)2015-07-31$6,806,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-31No
Were any leases to which the plan was party in default or uncollectible2015-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-07-31$5,574,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-07-31$5,396,528
Value of interest in pooled separate accounts at end of year2015-07-31$481,939
Value of interest in pooled separate accounts at beginning of year2015-07-31$355,104
Interest earned on other investments2015-07-31$37,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-07-31$1,055,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-07-31$1,054,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-07-31$371,306
Net investment gain/loss from pooled separate accounts2015-07-31$45,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-31No
Was there a failure to transmit to the plan any participant contributions2015-07-31Yes
Has the plan failed to provide any benefit when due under the plan2015-07-31No
Contributions received in cash from employer2015-07-31$260,007
Employer contributions (assets) at end of year2015-07-31$10,863
Employer contributions (assets) at beginning of year2015-07-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-31$794,380
Did the plan have assets held for investment2015-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-31Yes
Opinion of an independent qualified public accountant for this plan2015-07-31Disclaimer
Accountancy firm name2015-07-31FRASIER, DEAN AND HOWARD PLLC
Accountancy firm EIN2015-07-31621073578
2014 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total income from all sources (including contributions)2014-07-31$1,378,971
Total loss/gain on sale of assets2014-07-31$0
Total of all expenses incurred2014-07-31$378,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$377,534
Value of total corrective distributions2014-07-31$521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$729,596
Value of total assets at end of year2014-07-31$6,806,249
Value of total assets at beginning of year2014-07-31$5,805,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$0
Total interest from all sources2014-07-31$36,725
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$500,000
If this is an individual account plan, was there a blackout period2014-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Contributions received from participants2014-07-31$373,306
Participant contributions at end of year2014-07-31$0
Participant contributions at beginning of year2014-07-31$14,555
Income. Received or receivable in cash from other sources (including rollovers)2014-07-31$122,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Value of net income/loss2014-07-31$1,000,916
Value of net assets at end of year (total assets less liabilities)2014-07-31$6,806,249
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$5,805,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-07-31$5,396,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-07-31$4,589,465
Value of interest in pooled separate accounts at end of year2014-07-31$355,104
Value of interest in pooled separate accounts at beginning of year2014-07-31$230,799
Interest earned on other investments2014-07-31$36,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-07-31$1,054,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-07-31$964,544
Net investment gain/loss from pooled separate accounts2014-07-31$32,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31No
Was there a failure to transmit to the plan any participant contributions2014-07-31No
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Contributions received in cash from employer2014-07-31$233,750
Employer contributions (assets) at end of year2014-07-31$0
Employer contributions (assets) at beginning of year2014-07-31$5,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-07-31$377,534
Did the plan have assets held for investment2014-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31Yes
Opinion of an independent qualified public accountant for this plan2014-07-31Disclaimer
Accountancy firm name2014-07-31FRASIER, DEAN AND HOWARD PLLC
Accountancy firm EIN2014-07-31621073578
2013 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$0
Total income from all sources (including contributions)2013-07-31$1,245,131
Total loss/gain on sale of assets2013-07-31$0
Total of all expenses incurred2013-07-31$197,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-07-31$197,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-07-31$552,431
Value of total assets at end of year2013-07-31$5,805,333
Value of total assets at beginning of year2013-07-31$4,757,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-07-31$0
Total interest from all sources2013-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-07-31No
Was this plan covered by a fidelity bond2013-07-31Yes
Value of fidelity bond cover2013-07-31$500,000
If this is an individual account plan, was there a blackout period2013-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
Were there any nonexempt tranactions with any party-in-interest2013-07-31No
Contributions received from participants2013-07-31$329,509
Participant contributions at end of year2013-07-31$14,555
Participant contributions at beginning of year2013-07-31$52,062
Income. Received or receivable in cash from other sources (including rollovers)2013-07-31$22,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Value of net income/loss2013-07-31$1,047,833
Value of net assets at end of year (total assets less liabilities)2013-07-31$5,805,333
Value of net assets at beginning of year (total assets less liabilities)2013-07-31$4,757,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-07-31No
Were any leases to which the plan was party in default or uncollectible2013-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-07-31$4,589,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-07-31$3,634,279
Value of interest in pooled separate accounts at end of year2013-07-31$230,799
Value of interest in pooled separate accounts at beginning of year2013-07-31$195,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-07-31$964,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-07-31$843,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-07-31No
Was there a failure to transmit to the plan any participant contributions2013-07-31Yes
Has the plan failed to provide any benefit when due under the plan2013-07-31No
Contributions received in cash from employer2013-07-31$200,868
Employer contributions (assets) at end of year2013-07-31$5,970
Employer contributions (assets) at beginning of year2013-07-31$32,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-07-31$197,298
Did the plan have assets held for investment2013-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-07-31Yes
Opinion of an independent qualified public accountant for this plan2013-07-31Disclaimer
Accountancy firm name2013-07-31FRASIER, DEAN AND HOWARD PLLC
Accountancy firm EIN2013-07-31621073578
2012 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-07-31$0
Total transfer of assets from this plan2012-07-31$5,342
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$0
Total income from all sources (including contributions)2012-07-31$646,962
Total loss/gain on sale of assets2012-07-31$0
Total of all expenses incurred2012-07-31$95,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-07-31$95,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-07-31$509,357
Value of total assets at end of year2012-07-31$4,757,500
Value of total assets at beginning of year2012-07-31$4,211,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-07-31$0
Total interest from all sources2012-07-31$29,274
Total dividends received (eg from common stock, registered investment company shares)2012-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-07-31No
Was this plan covered by a fidelity bond2012-07-31Yes
Value of fidelity bond cover2012-07-31$400,000
If this is an individual account plan, was there a blackout period2012-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
Were there any nonexempt tranactions with any party-in-interest2012-07-31No
Contributions received from participants2012-07-31$293,342
Participant contributions at end of year2012-07-31$52,062
Participant contributions at beginning of year2012-07-31$23,552
Income. Received or receivable in cash from other sources (including rollovers)2012-07-31$32,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Value of net income/loss2012-07-31$551,837
Value of net assets at end of year (total assets less liabilities)2012-07-31$4,757,500
Value of net assets at beginning of year (total assets less liabilities)2012-07-31$4,211,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-07-31No
Were any leases to which the plan was party in default or uncollectible2012-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-07-31$3,634,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-07-31$3,262,886
Value of interest in pooled separate accounts at end of year2012-07-31$195,589
Value of interest in pooled separate accounts at beginning of year2012-07-31$165,061
Interest earned on other investments2012-07-31$29,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-07-31$843,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-07-31$744,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-07-31$90,066
Net investment gain/loss from pooled separate accounts2012-07-31$18,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-07-31No
Was there a failure to transmit to the plan any participant contributions2012-07-31Yes
Has the plan failed to provide any benefit when due under the plan2012-07-31No
Contributions received in cash from employer2012-07-31$183,459
Employer contributions (assets) at end of year2012-07-31$32,375
Employer contributions (assets) at beginning of year2012-07-31$15,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-07-31$95,125
Did the plan have assets held for investment2012-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-07-31Yes
Opinion of an independent qualified public accountant for this plan2012-07-31Disclaimer
Accountancy firm name2012-07-31FRASIER, DEAN AND HOWARD PLLC
Accountancy firm EIN2012-07-31621073578
2011 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$0
Total income from all sources (including contributions)2011-07-31$954,873
Total loss/gain on sale of assets2011-07-31$0
Total of all expenses incurred2011-07-31$145,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-07-31$143,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-07-31$486,697
Value of total assets at end of year2011-07-31$4,211,005
Value of total assets at beginning of year2011-07-31$3,401,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-07-31$1,966
Total interest from all sources2011-07-31$25,387
Total dividends received (eg from common stock, registered investment company shares)2011-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-07-31No
Was this plan covered by a fidelity bond2011-07-31Yes
Value of fidelity bond cover2011-07-31$400,000
If this is an individual account plan, was there a blackout period2011-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
Were there any nonexempt tranactions with any party-in-interest2011-07-31No
Contributions received from participants2011-07-31$270,098
Participant contributions at end of year2011-07-31$23,552
Participant contributions at beginning of year2011-07-31$19,946
Income. Received or receivable in cash from other sources (including rollovers)2011-07-31$19,420
Administrative expenses (other) incurred2011-07-31$1,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Value of net income/loss2011-07-31$809,365
Value of net assets at end of year (total assets less liabilities)2011-07-31$4,211,005
Value of net assets at beginning of year (total assets less liabilities)2011-07-31$3,401,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-07-31No
Were any leases to which the plan was party in default or uncollectible2011-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-07-31$3,262,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-07-31$2,572,315
Value of interest in pooled separate accounts at end of year2011-07-31$165,061
Value of interest in pooled separate accounts at beginning of year2011-07-31$122,394
Interest earned on other investments2011-07-31$25,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-07-31$744,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-07-31$671,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-07-31$418,539
Net investment gain/loss from pooled separate accounts2011-07-31$24,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-07-31No
Was there a failure to transmit to the plan any participant contributions2011-07-31Yes
Has the plan failed to provide any benefit when due under the plan2011-07-31No
Contributions received in cash from employer2011-07-31$197,179
Employer contributions (assets) at end of year2011-07-31$15,401
Employer contributions (assets) at beginning of year2011-07-31$15,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-07-31$143,542
Did the plan have assets held for investment2011-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-07-31Yes
Opinion of an independent qualified public accountant for this plan2011-07-31Disclaimer
Accountancy firm name2011-07-31FRASIER, DEAN AND HOWARD PLLC
Accountancy firm EIN2011-07-31621073578
2010 : CURREY INGRAM ACADEMY RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for CURREY INGRAM ACADEMY RETIREMENT PLAN

2022: CURREY INGRAM ACADEMY RETIREMENT PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingNo
2022-08-01This return/report is a short plan year return/report (less than 12 months)No
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan benefit arrangement – InsuranceYes
2021: CURREY INGRAM ACADEMY RETIREMENT PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – InsuranceYes
2020: CURREY INGRAM ACADEMY RETIREMENT PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Submission has been amendedNo
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan benefit arrangement – InsuranceYes
2019: CURREY INGRAM ACADEMY RETIREMENT PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – InsuranceYes
2018: CURREY INGRAM ACADEMY RETIREMENT PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – InsuranceYes
2017: CURREY INGRAM ACADEMY RETIREMENT PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: CURREY INGRAM ACADEMY RETIREMENT PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: CURREY INGRAM ACADEMY RETIREMENT PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes
2014: CURREY INGRAM ACADEMY RETIREMENT PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – InsuranceYes
2013: CURREY INGRAM ACADEMY RETIREMENT PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – InsuranceYes
2012: CURREY INGRAM ACADEMY RETIREMENT PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan benefit arrangement – InsuranceYes
2011: CURREY INGRAM ACADEMY RETIREMENT PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedYes
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – InsuranceYes
2010: CURREY INGRAM ACADEMY RETIREMENT PLAN 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Submission has been amendedNo
2010-08-01This submission is the final filingNo
2010-08-01This return/report is a short plan year return/report (less than 12 months)No
2010-08-01Plan is a collectively bargained planNo
2010-08-01Plan funding arrangement – InsuranceYes
2010-08-01Plan benefit arrangement – InsuranceYes
2009: CURREY INGRAM ACADEMY RETIREMENT PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan benefit arrangement – InsuranceYes
2008: CURREY INGRAM ACADEMY RETIREMENT PLAN 2008 form 5500 responses
2008-08-01Type of plan entitySingle employer plan
2008-08-01Submission has been amendedNo
2008-08-01This submission is the final filingNo
2008-08-01This return/report is a short plan year return/report (less than 12 months)No
2008-08-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76515
Policy instance 2
Insurance contract or identification numberG76515
Number of Individuals Covered139
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386828
Policy instance 1
Insurance contract or identification number386828
Number of Individuals Covered171
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76515
Policy instance 2
Insurance contract or identification numberG76515
Number of Individuals Covered133
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386828
Policy instance 1
Insurance contract or identification number386828
Number of Individuals Covered183
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76515
Policy instance 2
Insurance contract or identification numberG76515
Number of Individuals Covered131
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386828
Policy instance 1
Insurance contract or identification number386828
Number of Individuals Covered189
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76515
Policy instance 2
Insurance contract or identification numberG76515
Number of Individuals Covered127
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386828
Policy instance 1
Insurance contract or identification number386828
Number of Individuals Covered211
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
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 number386828
Policy instance 1
Insurance contract or identification number386828
Number of Individuals Covered218
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76515
Policy instance 2
Insurance contract or identification numberG76515
Number of Individuals Covered142
Insurance policy start date2019-05-01
Insurance policy end date2019-07-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76515
Policy instance 2
Insurance contract or identification numberG76515
Number of Individuals Covered143
Insurance policy start date2018-05-01
Insurance policy end date2018-07-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386828
Policy instance 1
Insurance contract or identification number386828
Number of Individuals Covered231
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
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 number386828
Policy instance 1
Insurance contract or identification number386828
Number of Individuals Covered311
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
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 number386828
Policy instance 1
Insurance contract or identification number386828
Number of Individuals Covered309
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
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 number386828
Policy instance 1
Insurance contract or identification number386828
Number of Individuals Covered286
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
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 number386828
Policy instance 1
Insurance contract or identification number386828
Number of Individuals Covered274
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386828
Policy instance 1
Insurance contract or identification number386828
Number of Individuals Covered263
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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