401k Plan data: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN plan

BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN
Plan identification number	002

BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

BIRMINGHAM SOUTHERN COLLEGE has sponsored the creation of one or more 401k plans.

Company Name: BIRMINGHAM SOUTHERN COLLEGE

Employer identification number (EIN): 630288811

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-07-01 SUSAN E. KINNEY SUSAN E. KINNEY 2018-04-13
002 2015-07-01 SUSAN E. KINNEY SUSAN E. KINNEY 2017-04-13
002 2014-07-01 SUSAN E. KINNEY SUSAN E. KINNEY 2016-02-24
002 2013-07-01 SUSAN E. KINNEY
002 2012-07-01 SUSAN E. KINNEY SUSAN E. KINNEY 2014-03-13
002 2011-07-01 SUSAN E. KINNEY
002 2009-07-01 SUSAN E. KINNEY SUSAN E. KINNEY 2011-04-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-07-01	SUSAN E. KINNEY	SUSAN E. KINNEY	2018-04-13
002	2015-07-01	SUSAN E. KINNEY	SUSAN E. KINNEY	2017-04-13
002	2014-07-01	SUSAN E. KINNEY	SUSAN E. KINNEY	2016-02-24
002	2013-07-01	SUSAN E. KINNEY
002	2012-07-01	SUSAN E. KINNEY	SUSAN E. KINNEY	2014-03-13
002	2011-07-01	SUSAN E. KINNEY
002	2009-07-01	SUSAN E. KINNEY	SUSAN E. KINNEY	2011-04-15

Plan Statistics for BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2016: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 130
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 0
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 0
Number of participants with account balances 2016-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 130
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 88
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 41
Total of all active and inactive participants 2015-07-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 130
Number of participants with account balances 2015-07-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 132
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 93
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 40
Total of all active and inactive participants 2014-07-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 134
Number of participants with account balances 2014-07-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 128
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 96
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 35
Total of all active and inactive participants 2013-07-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 132
Number of participants with account balances 2013-07-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 183
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 143
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 35
Total of all active and inactive participants 2012-07-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 179
Number of participants with account balances 2012-07-01 76
2011: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 237
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 145
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 37
Total of all active and inactive participants 2011-07-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 183
Number of participants with account balances 2011-07-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 260
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 188
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 55
Total of all active and inactive participants 2009-07-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 2
Total participants 2009-07-01 245
Number of participants with account balances 2009-07-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2016: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	130
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	0
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	0
Number of participants with account balances	2016-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	130
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	88
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	41
Total of all active and inactive participants	2015-07-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	130
Number of participants with account balances	2015-07-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	132
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	93
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	40
Total of all active and inactive participants	2014-07-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	134
Number of participants with account balances	2014-07-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	128
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	96
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	35
Total of all active and inactive participants	2013-07-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	132
Number of participants with account balances	2013-07-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	183
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	143
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	35
Total of all active and inactive participants	2012-07-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	179
Number of participants with account balances	2012-07-01	76
2011: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	237
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	145
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	37
Total of all active and inactive participants	2011-07-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	183
Number of participants with account balances	2011-07-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	260
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	188
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	55
Total of all active and inactive participants	2009-07-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	2
Total participants	2009-07-01	245
Number of participants with account balances	2009-07-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2017 : BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets from this plan	2017-06-30	$6,913,861
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$805,004
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$174,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$174,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$272,234
Value of total assets at end of year	2017-06-30	$0
Value of total assets at beginning of year	2017-06-30	$6,283,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$101,836
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$54,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$54,680
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$184,048
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$88,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$630,028
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,283,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$3,365,379
Value of interest in pooled separate accounts at end of year	2017-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$207,008
Interest earned on other investments	2017-06-30	$101,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,711,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$368,616
Net investment gain/loss from pooled separate accounts	2017-06-30	$7,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$174,976
Did the plan have assets held for investment	2017-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BDO USA, LLP
Accountancy firm EIN	2017-06-30	135381590
2016 : BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$498,584
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$279,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$279,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$380,793
Value of total assets at end of year	2016-06-30	$6,283,833
Value of total assets at beginning of year	2016-06-30	$6,065,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$16
Total interest from all sources	2016-06-30	$88,405
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$93,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$93,461
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$256,362
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$124,431
Administrative expenses (other) incurred	2016-06-30	$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$218,723
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,283,833
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$6,065,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$3,365,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$3,420,196
Value of interest in pooled separate accounts at end of year	2016-06-30	$207,008
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$164,719
Interest earned on other investments	2016-06-30	$88,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,711,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,480,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-77,098
Net investment gain/loss from pooled separate accounts	2016-06-30	$13,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$279,845
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BDO USA, LLP
Accountancy firm EIN	2016-06-30	135381590
2015 : BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$634,180
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$188,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$188,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$428,756
Value of total assets at end of year	2015-06-30	$6,065,110
Value of total assets at beginning of year	2015-06-30	$5,619,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$82,434
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$60,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$60,245
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$278,275
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$150,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$445,781
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$6,065,110
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$5,619,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$3,420,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,154,974
Value of interest in pooled separate accounts at end of year	2015-06-30	$164,719
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$167,411
Interest earned on other investments	2015-06-30	$82,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,480,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$2,296,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$44,895
Net investment gain/loss from pooled separate accounts	2015-06-30	$17,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$188,399
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BDO USA, LLP
Accountancy firm EIN	2015-06-30	135381590
2014 : BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,295,669
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$112,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$112,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$709,524
Value of total assets at end of year	2014-06-30	$5,619,329
Value of total assets at beginning of year	2014-06-30	$4,436,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$77,920
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$57,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$57,149
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$209,024
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$15,159
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$500,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,182,725
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$5,619,329
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,436,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,154,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,169,714
Value of interest in pooled separate accounts at end of year	2014-06-30	$167,411
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$147,465
Interest earned on other investments	2014-06-30	$77,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$2,296,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$2,104,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$434,719
Net investment gain/loss from pooled separate accounts	2014-06-30	$16,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$112,944
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BDO USA, LLP
Accountancy firm EIN	2014-06-30	135381590
2013 : BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$593,407
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$80,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$80,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$219,187
Value of total assets at end of year	2013-06-30	$4,436,604
Value of total assets at beginning of year	2013-06-30	$3,924,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$70,022
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$11,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$11,290
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$154,289
Participant contributions at end of year	2013-06-30	$15,159
Participant contributions at beginning of year	2013-06-30	$726
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$64,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$512,509
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,436,604
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,924,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,169,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,857,460
Value of interest in pooled separate accounts at end of year	2013-06-30	$147,465
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$133,457
Interest earned on other investments	2013-06-30	$70,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$2,104,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,932,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$281,311
Net investment gain/loss from pooled separate accounts	2013-06-30	$11,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$80,898
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	BDO USA, LLP
Accountancy firm EIN	2013-06-30	135381590
2012 : BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$1,767,006
Total income from all sources (including contributions)	2012-06-30	$223,572
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$145,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$145,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$173,381
Value of total assets at end of year	2012-06-30	$3,924,095
Value of total assets at beginning of year	2012-06-30	$5,612,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$76,653
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$11,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$11,838
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$150,380
Participant contributions at end of year	2012-06-30	$726
Participant contributions at beginning of year	2012-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$23,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$1,767,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$78,364
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,924,095
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,845,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,857,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,294,330
Value of interest in pooled separate accounts at end of year	2012-06-30	$133,457
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$176,561
Interest earned on other investments	2012-06-30	$76,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,932,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$2,141,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-56,513
Net investment gain/loss from pooled separate accounts	2012-06-30	$18,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$145,208
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	BDO USA, LLP
Accountancy firm EIN	2012-06-30	135381590
2011 : BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total transfer of assets from this plan	2011-06-30	$292,628
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$1,474,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$1,474,378
Total income from all sources (including contributions)	2011-06-30	$1,039,266
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$210,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$210,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$240,610
Value of total assets at end of year	2011-06-30	$5,607,705
Value of total assets at beginning of year	2011-06-30	$4,778,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$71,568
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$5,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$5,857
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$230,022
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$10,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$1,474,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$1,474,378
Other income not declared elsewhere	2011-06-30	$4,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$829,187
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$4,133,327
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$3,304,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$3,294,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$2,631,985
Value of interest in pooled separate accounts at end of year	2011-06-30	$176,561
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$117,761
Interest earned on other investments	2011-06-30	$71,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$2,136,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$2,028,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$694,118
Net investment gain/loss from pooled separate accounts	2011-06-30	$27,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$210,079
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	BDO
Accountancy firm EIN	2011-06-30	135381590
2010 : BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN

2016: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	Yes
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: BIRMINGHAM SOUTHERN COLLEGE TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104331

Policy instance

Insurance contract or identification number	104331
Number of Individuals Covered	66
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104331

Policy instance

Insurance contract or identification number	104331
Number of Individuals Covered	67
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104331

Policy instance

Insurance contract or identification number	104331
Number of Individuals Covered	72
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104330

Policy instance

Insurance contract or identification number	104330
Number of Individuals Covered	803
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104331

Policy instance

Insurance contract or identification number	104331
Number of Individuals Covered	71
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

104331

Policy instance

Insurance contract or identification number	104331
Number of Individuals Covered	172
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BIRMINGHAM SOUTHERN COLLEGE
Employer identification number (EIN):	630288811
NAIC Classification:	611000