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GREENHILL SCHOOL 403(B) PLAN 401k Plan overview

Plan NameGREENHILL SCHOOL 403(B) PLAN
Plan identification number 004

GREENHILL SCHOOL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(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

GREENHILL SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:GREENHILL SCHOOL
Employer identification number (EIN):751022742
NAIC Classification:611000

Additional information about GREENHILL SCHOOL

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1950-06-14
Company Identification Number: 0010343001
Legal Registered Office Address: 4141 SPRING VALLEY RD

ADDISON
United States of America (USA)
75001

More information about GREENHILL SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREENHILL SCHOOL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01KENDRA GRACE
0042017-01-01KENDRA GRACE
0042016-01-01KENDRA GRACE
0042015-01-01MELISSA ORTH
0042014-01-01MELISSA ORTH
0042013-01-01MELISSA ORTH
0042012-01-01MELISSA ORTH
0042011-01-01MELISSA ORTH
0042010-01-01MELISSA ORTH
0042009-01-01MELISSA ORTH
0042009-01-01MELISSA ORTH

Plan Statistics for GREENHILL SCHOOL 403(B) PLAN

401k plan membership statisitcs for GREENHILL SCHOOL 403(B) PLAN

Measure Date Value
2022: GREENHILL SCHOOL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01539
Total number of active participants reported on line 7a of the Form 55002022-01-01274
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01353
Total of all active and inactive participants2022-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01631
Number of participants with account balances2022-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GREENHILL SCHOOL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01691
Total number of active participants reported on line 7a of the Form 55002021-01-01422
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01115
Total of all active and inactive participants2021-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01539
Number of participants with account balances2021-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GREENHILL SCHOOL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01750
Total number of active participants reported on line 7a of the Form 55002020-01-01330
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01361
Total of all active and inactive participants2020-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01691
Number of participants with account balances2020-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GREENHILL SCHOOL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01778
Total number of active participants reported on line 7a of the Form 55002019-01-01393
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01356
Total of all active and inactive participants2019-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01750
Number of participants with account balances2019-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GREENHILL SCHOOL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01826
Total number of active participants reported on line 7a of the Form 55002018-01-01392
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01384
Total of all active and inactive participants2018-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01778
Number of participants with account balances2018-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GREENHILL SCHOOL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01792
Total number of active participants reported on line 7a of the Form 55002017-01-01432
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01391
Total of all active and inactive participants2017-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01826
Number of participants with account balances2017-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GREENHILL SCHOOL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01885
Total number of active participants reported on line 7a of the Form 55002016-01-01405
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01385
Total of all active and inactive participants2016-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01791
Number of participants with account balances2016-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREENHILL SCHOOL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01836
Total number of active participants reported on line 7a of the Form 55002015-01-01501
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01383
Total of all active and inactive participants2015-01-01885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01885
Number of participants with account balances2015-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREENHILL SCHOOL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01608
Total number of active participants reported on line 7a of the Form 55002014-01-01462
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01367
Total of all active and inactive participants2014-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01832
Number of participants with account balances2014-01-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GREENHILL SCHOOL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01785
Total number of active participants reported on line 7a of the Form 55002013-01-01251
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01355
Total of all active and inactive participants2013-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01608
Number of participants with account balances2013-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREENHILL SCHOOL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01721
Total number of active participants reported on line 7a of the Form 55002012-01-01431
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01353
Total of all active and inactive participants2012-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01784
Number of participants with account balances2012-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GREENHILL SCHOOL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01597
Total number of active participants reported on line 7a of the Form 55002011-01-01373
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01347
Total of all active and inactive participants2011-01-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01721
Number of participants with account balances2011-01-01581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GREENHILL SCHOOL 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01660
Total number of active participants reported on line 7a of the Form 55002010-01-01234
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01359
Total of all active and inactive participants2010-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01594
Number of participants with account balances2010-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GREENHILL SCHOOL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01648
Total number of active participants reported on line 7a of the Form 55002009-01-01239
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01421
Total of all active and inactive participants2009-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01660
Number of participants with account balances2009-01-01660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GREENHILL SCHOOL 403(B) PLAN

Measure Date Value
2022 : GREENHILL SCHOOL 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-6,284,944
Total of all expenses incurred2022-12-31$4,452,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,401,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,109,584
Value of total assets at end of year2022-12-31$51,839,168
Value of total assets at beginning of year2022-12-31$62,576,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,353
Total interest from all sources2022-12-31$209,331
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$812,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$812,090
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$86,000
Contributions received from participants2022-12-31$1,817,076
Participant contributions at end of year2022-12-31$137,992
Participant contributions at beginning of year2022-12-31$135,759
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$141,777
Administrative expenses (other) incurred2022-12-31$50,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,737,028
Value of net assets at end of year (total assets less liabilities)2022-12-31$51,839,168
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$62,576,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$46,081,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,678,341
Value of interest in pooled separate accounts at end of year2022-12-31$725,786
Value of interest in pooled separate accounts at beginning of year2022-12-31$733,709
Interest on participant loans2022-12-31$5,962
Interest earned on other investments2022-12-31$203,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,894,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,028,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,475,396
Net investment gain/loss from pooled separate accounts2022-12-31$59,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,150,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,401,731
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ARMANINO LLP
Accountancy firm EIN2022-12-31946214841
2021 : GREENHILL SCHOOL 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$10,750,973
Total of all expenses incurred2021-12-31$4,796,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,674,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,046,457
Value of total assets at end of year2021-12-31$62,576,196
Value of total assets at beginning of year2021-12-31$56,621,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$121,870
Total interest from all sources2021-12-31$180,085
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,032,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,032,187
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,707,961
Participant contributions at end of year2021-12-31$135,759
Participant contributions at beginning of year2021-12-31$98,888
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$212,952
Administrative expenses (other) incurred2021-12-31$121,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,954,379
Value of net assets at end of year (total assets less liabilities)2021-12-31$62,576,196
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,621,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$56,678,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,864,404
Value of interest in pooled separate accounts at end of year2021-12-31$733,709
Value of interest in pooled separate accounts at beginning of year2021-12-31$649,351
Interest on participant loans2021-12-31$5,412
Interest earned on other investments2021-12-31$174,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,028,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,009,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,378,446
Net investment gain/loss from pooled separate accounts2021-12-31$113,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,125,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,674,724
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ARMANINO LLP
Accountancy firm EIN2021-12-31946214841
2020 : GREENHILL SCHOOL 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$10,244,009
Total of all expenses incurred2020-12-31$6,938,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,822,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,910,311
Value of total assets at end of year2020-12-31$56,621,817
Value of total assets at beginning of year2020-12-31$53,316,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$116,892
Total interest from all sources2020-12-31$205,380
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$662,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$662,731
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,727,582
Participant contributions at end of year2020-12-31$98,888
Participant contributions at beginning of year2020-12-31$56,814
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$57,888
Administrative expenses (other) incurred2020-12-31$116,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,305,114
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,621,817
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,316,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$50,864,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$45,522,651
Value of interest in pooled separate accounts at end of year2020-12-31$649,351
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,753,521
Interest on participant loans2020-12-31$3,672
Interest earned on other investments2020-12-31$201,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,009,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,983,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,444,407
Net investment gain/loss from pooled separate accounts2020-12-31$21,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,124,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,822,003
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ARMANINO LLP
Accountancy firm EIN2020-12-31946214841
2019 : GREENHILL SCHOOL 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$11,780,659
Total of all expenses incurred2019-12-31$3,291,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,142,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,913,511
Value of total assets at end of year2019-12-31$53,316,703
Value of total assets at beginning of year2019-12-31$44,827,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$149,318
Total interest from all sources2019-12-31$211,630
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$699,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$699,725
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,801,070
Participant contributions at end of year2019-12-31$56,814
Participant contributions at beginning of year2019-12-31$100,435
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$18,285
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$786
Administrative expenses (other) incurred2019-12-31$114,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,488,965
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,316,703
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$44,827,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$34,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$45,522,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$36,935,295
Value of interest in pooled separate accounts at end of year2019-12-31$2,753,521
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,471,586
Interest on participant loans2019-12-31$4,268
Interest earned on other investments2019-12-31$207,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,983,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,218,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,886,946
Net investment gain/loss from pooled separate accounts2019-12-31$68,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,111,655
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$84,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,142,376
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ARMANINO LLP
Accountancy firm EIN2019-12-31946214841
2018 : GREENHILL SCHOOL 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,119,923
Total of all expenses incurred2018-12-31$5,245,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,097,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,322,544
Value of total assets at end of year2018-12-31$44,827,738
Value of total assets at beginning of year2018-12-31$48,953,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$148,343
Total interest from all sources2018-12-31$237,988
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$656,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$656,033
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,784,633
Participant contributions at end of year2018-12-31$100,435
Participant contributions at beginning of year2018-12-31$124,115
Participant contributions at end of year2018-12-31$18,285
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$343,531
Administrative expenses (other) incurred2018-12-31$106,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,125,797
Value of net assets at end of year (total assets less liabilities)2018-12-31$44,827,738
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$48,953,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$41,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$36,935,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$40,405,920
Value of interest in pooled separate accounts at end of year2018-12-31$2,471,586
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,677,856
Interest on participant loans2018-12-31$4,856
Interest earned on other investments2018-12-31$233,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,218,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,745,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,153,257
Net investment gain/loss from pooled separate accounts2018-12-31$56,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,194,380
Employer contributions (assets) at end of year2018-12-31$84,005
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,097,377
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON, LLP
Accountancy firm EIN2018-12-31366055558
2017 : GREENHILL SCHOOL 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$9,474,724
Total of all expenses incurred2017-12-31$4,597,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,462,613
Value of total corrective distributions2017-12-31$2,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,839,120
Value of total assets at end of year2017-12-31$48,953,535
Value of total assets at beginning of year2017-12-31$44,076,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$132,569
Total interest from all sources2017-12-31$265,301
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$636,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$636,687
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,717,731
Participant contributions at end of year2017-12-31$124,115
Participant contributions at beginning of year2017-12-31$89,741
Participant contributions at beginning of year2017-12-31$2,089
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$38,691
Administrative expenses (other) incurred2017-12-31$95,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,877,249
Value of net assets at end of year (total assets less liabilities)2017-12-31$48,953,535
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,076,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$36,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$40,405,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,567,757
Value of interest in pooled separate accounts at end of year2017-12-31$2,677,856
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,846,842
Interest on participant loans2017-12-31$4,675
Interest earned on other investments2017-12-31$260,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,745,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,569,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,682,323
Net investment gain/loss from pooled separate accounts2017-12-31$51,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,082,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,462,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON, LLP
Accountancy firm EIN2017-12-31366055558
2016 : GREENHILL SCHOOL 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,559,109
Total of all expenses incurred2016-12-31$4,395,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,283,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,728,002
Value of total assets at end of year2016-12-31$44,076,286
Value of total assets at beginning of year2016-12-31$42,912,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$111,668
Total interest from all sources2016-12-31$308,440
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$466,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$466,321
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,656,668
Participant contributions at end of year2016-12-31$89,741
Participant contributions at beginning of year2016-12-31$37,260
Participant contributions at end of year2016-12-31$2,089
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,215
Administrative expenses (other) incurred2016-12-31$78,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,163,743
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,076,286
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,912,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$33,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,567,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,990,215
Value of interest in pooled separate accounts at end of year2016-12-31$2,846,842
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,990,762
Interest on participant loans2016-12-31$2,020
Interest earned on other investments2016-12-31$306,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,569,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,894,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,995,035
Net investment gain/loss from pooled separate accounts2016-12-31$61,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,050,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,283,698
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON, LLP
Accountancy firm EIN2016-12-31366055558
2015 : GREENHILL SCHOOL 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,012,156
Total of all expenses incurred2015-12-31$2,587,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,482,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,680,955
Value of total assets at end of year2015-12-31$42,912,543
Value of total assets at beginning of year2015-12-31$42,488,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$105,571
Total interest from all sources2015-12-31$303,996
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$431,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$431,369
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,640,127
Participant contributions at end of year2015-12-31$37,260
Participant contributions at beginning of year2015-12-31$10,435
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,145
Administrative expenses (other) incurred2015-12-31$73,842
Total non interest bearing cash at beginning of year2015-12-31$20,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$424,450
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,912,543
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$42,488,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$31,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,990,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,265,575
Value of interest in pooled separate accounts at end of year2015-12-31$2,990,762
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,908,840
Interest on participant loans2015-12-31$651
Interest earned on other investments2015-12-31$303,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,894,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,282,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-456,726
Net investment gain/loss from pooled separate accounts2015-12-31$52,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,030,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,482,135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON, LLP
Accountancy firm EIN2015-12-31366055558
2014 : GREENHILL SCHOOL 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,277,893
Total of all expenses incurred2014-12-31$3,227,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,148,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,756,327
Value of total assets at end of year2014-12-31$42,488,093
Value of total assets at beginning of year2014-12-31$40,437,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$78,973
Total interest from all sources2014-12-31$331,794
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$515,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$515,470
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$524,982
Participant contributions at end of year2014-12-31$10,435
Participant contributions at beginning of year2014-12-31$8,578
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$244,809
Administrative expenses (other) incurred2014-12-31$64,421
Total non interest bearing cash at end of year2014-12-31$20,492
Total non interest bearing cash at beginning of year2014-12-31$4,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,050,106
Value of net assets at end of year (total assets less liabilities)2014-12-31$42,488,093
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,437,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$14,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$32,265,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,582,724
Value of interest in pooled separate accounts at end of year2014-12-31$2,908,840
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,060,631
Interest on participant loans2014-12-31$348
Interest earned on other investments2014-12-31$331,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,282,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,781,311
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$24,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,562,901
Net investment gain/loss from pooled separate accounts2014-12-31$111,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,986,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,124,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON, LLP
Accountancy firm EIN2014-12-31366055558
2013 : GREENHILL SCHOOL 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$8,001,887
Total of all expenses incurred2013-12-31$2,382,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,297,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,543,538
Value of total assets at end of year2013-12-31$40,437,987
Value of total assets at beginning of year2013-12-31$34,818,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$84,863
Total interest from all sources2013-12-31$340,441
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$321,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$321,518
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,486,821
Participant contributions at end of year2013-12-31$8,578
Participant contributions at beginning of year2013-12-31$7,447
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$99,293
Administrative expenses (other) incurred2013-12-31$54,672
Total non interest bearing cash at end of year2013-12-31$4,743
Total non interest bearing cash at beginning of year2013-12-31$9,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,619,171
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,437,987
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,818,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$30,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,582,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,431,249
Value of interest in pooled separate accounts at end of year2013-12-31$3,060,631
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,187,892
Interest on participant loans2013-12-31$389
Interest earned on other investments2013-12-31$340,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,781,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,182,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,798,275
Net investment gain/loss from pooled separate accounts2013-12-31$-1,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$957,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,297,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : GREENHILL SCHOOL 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,017,373
Total of all expenses incurred2012-12-31$2,224,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,177,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,603,774
Value of total assets at end of year2012-12-31$34,818,816
Value of total assets at beginning of year2012-12-31$31,025,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$46,353
Total interest from all sources2012-12-31$345,462
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$363,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$363,204
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,407,719
Participant contributions at end of year2012-12-31$7,447
Participant contributions at beginning of year2012-12-31$10,832
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$293,409
Administrative expenses (other) incurred2012-12-31$27,667
Total non interest bearing cash at end of year2012-12-31$9,381
Total non interest bearing cash at beginning of year2012-12-31$7,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,793,212
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,818,816
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,025,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$18,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,431,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,580,784
Value of interest in pooled separate accounts at end of year2012-12-31$3,187,892
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,820,050
Interest on participant loans2012-12-31$632
Interest earned on other investments2012-12-31$344,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,182,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,606,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,572,544
Net investment gain/loss from pooled separate accounts2012-12-31$132,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$902,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,177,808
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON, LLP
Accountancy firm EIN2012-12-31366055558
2011 : GREENHILL SCHOOL 403(B) PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$65,417
Total income from all sources (including contributions)2011-12-31$2,358,676
Total of all expenses incurred2011-12-31$1,932,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,905,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,245,746
Value of total assets at end of year2011-12-31$31,025,604
Value of total assets at beginning of year2011-12-31$30,534,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,853
Total interest from all sources2011-12-31$365,667
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$246,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$246,526
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,310,708
Participant contributions at end of year2011-12-31$10,832
Participant contributions at beginning of year2011-12-31$18,579
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$81,993
Administrative expenses (other) incurred2011-12-31$14,382
Total non interest bearing cash at end of year2011-12-31$7,569
Total non interest bearing cash at beginning of year2011-12-31$3,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$426,087
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,025,604
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,534,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$12,471
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,580,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,080,376
Value of interest in pooled separate accounts at end of year2011-12-31$2,820,050
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,305,993
Interest on participant loans2011-12-31$620
Interest earned on other investments2011-12-31$365,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,606,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,126,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-613,912
Net investment gain/loss from pooled separate accounts2011-12-31$114,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$853,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,905,736
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31366055558
2010 : GREENHILL SCHOOL 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,431,313
Total of all expenses incurred2010-12-31$1,769,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,746,261
Expenses. Certain deemed distributions of participant loans2010-12-31$181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,777,031
Value of total assets at end of year2010-12-31$30,534,100
Value of total assets at beginning of year2010-12-31$26,871,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,717
Total interest from all sources2010-12-31$335,840
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$185,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$185,709
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,291,825
Participant contributions at end of year2010-12-31$18,579
Participant contributions at beginning of year2010-12-31$29,761
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$671,469
Administrative expenses (other) incurred2010-12-31$11,295
Total non interest bearing cash at end of year2010-12-31$3,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,662,154
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,534,100
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,871,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$11,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,080,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,807,631
Value of interest in pooled separate accounts at end of year2010-12-31$2,305,993
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,553,691
Interest on participant loans2010-12-31$788
Interest earned on other investments2010-12-31$335,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,126,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,480,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,025,489
Net investment gain/loss from pooled separate accounts2010-12-31$107,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$813,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,746,261
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON, LLP
Accountancy firm EIN2010-12-31366055558
2009 : GREENHILL SCHOOL 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GREENHILL SCHOOL 403(B) PLAN

2022: GREENHILL SCHOOL 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GREENHILL SCHOOL 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GREENHILL SCHOOL 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GREENHILL SCHOOL 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GREENHILL SCHOOL 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GREENHILL SCHOOL 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GREENHILL SCHOOL 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GREENHILL SCHOOL 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GREENHILL SCHOOL 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GREENHILL SCHOOL 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GREENHILL SCHOOL 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GREENHILL SCHOOL 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GREENHILL SCHOOL 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GREENHILL SCHOOL 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366070, 366071
Policy instance 2
Insurance contract or identification number366070, 366071
Number of Individuals Covered299
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069335
Policy instance 1
Insurance contract or identification numberTT069335
Number of Individuals Covered358
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366070, 366071
Policy instance 2
Insurance contract or identification number366070, 366071
Number of Individuals Covered308
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069335
Policy instance 1
Insurance contract or identification numberTT069335
Number of Individuals Covered362
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366070, 366071
Policy instance 2
Insurance contract or identification number366070, 366071
Number of Individuals Covered278
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069335
Policy instance 1
Insurance contract or identification numberTT069335
Number of Individuals Covered361
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366070, 366071
Policy instance 2
Insurance contract or identification number366070, 366071
Number of Individuals Covered346
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069335
Policy instance 1
Insurance contract or identification numberTT069335
Number of Individuals Covered355
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366070, 366071
Policy instance 2
Insurance contract or identification number366070, 366071
Number of Individuals Covered372
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069335
Policy instance 1
Insurance contract or identification numberTT069335
Number of Individuals Covered392
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366070
Policy instance 3
Insurance contract or identification number366070
Number of Individuals Covered63
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366071
Policy instance 2
Insurance contract or identification number366071
Number of Individuals Covered388
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069335
Policy instance 1
Insurance contract or identification numberTT069335
Number of Individuals Covered651
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366071
Policy instance 2
Insurance contract or identification number366071
Number of Individuals Covered415
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366070
Policy instance 3
Insurance contract or identification number366070
Number of Individuals Covered67
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069335
Policy instance 1
Insurance contract or identification numberTT069335
Number of Individuals Covered360
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069335
Policy instance 1
Insurance contract or identification numberTT069335
Number of Individuals Covered332
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number366070
Policy instance 3
Insurance contract or identification number366070
Number of Individuals Covered68
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366071
Policy instance 2
Insurance contract or identification number366071
Number of Individuals Covered424
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366070
Policy instance 3
Insurance contract or identification number366070
Number of Individuals Covered69
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069335
Policy instance 1
Insurance contract or identification numberTT069335
Number of Individuals Covered312
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number366071
Policy instance 2
Insurance contract or identification number366071
Number of Individuals Covered434
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069335
Policy instance 1
Insurance contract or identification numberTT069335
Number of Individuals Covered298
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number366070
Policy instance 3
Insurance contract or identification number366070
Number of Individuals Covered72
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366071
Policy instance 2
Insurance contract or identification number366071
Number of Individuals Covered447
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366070
Policy instance 3
Insurance contract or identification number366070
Number of Individuals Covered75
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366071
Policy instance 2
Insurance contract or identification number366071
Number of Individuals Covered460
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069335
Policy instance 1
Insurance contract or identification numberTT069335
Number of Individuals Covered278
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number366070
Policy instance 3
Insurance contract or identification number366070
Number of Individuals Covered78
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366071
Policy instance 2
Insurance contract or identification number366071
Number of Individuals Covered473
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069335
Policy instance 1
Insurance contract or identification numberTT069335
Number of Individuals Covered264
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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