?>
Logo

JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 401k Plan overview

Plan NameJUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN
Plan identification number 001

JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JUNE SHELTON SCHOOL AND EVALUATION CENTER has sponsored the creation of one or more 401k plans.

Company Name:JUNE SHELTON SCHOOL AND EVALUATION CENTER
Employer identification number (EIN):751507280
NAIC Classification:611000

Additional information about JUNE SHELTON SCHOOL AND EVALUATION CENTER

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1976-04-02
Company Identification Number: 0037863401
Legal Registered Office Address: 17301 PRESTON RD ATTN: DIANA LIESE

DALLAS
United States of America (USA)
75252

More information about JUNE SHELTON SCHOOL AND EVALUATION CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01GLEN BROWN GLEN BROWN2018-07-13
0012015-10-01GLEN BROWN GLEN BROWN2017-07-12
0012014-10-01GLEN BROWN GLEN BROWN2016-07-12
0012013-10-01GLEN BROWN GLEN BROWN2015-07-13
0012012-10-01GLEN BROWN GLEN BROWN2015-05-19
0012011-10-01GLEN BROWN GLEN BROWN2015-05-19
0012010-10-01GLEN BROWN GLEN BROWN2015-05-19
0012009-10-01GLEN BROWN GLEN BROWN2015-05-19

Plan Statistics for JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN

401k plan membership statisitcs for JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN

Measure Date Value
2021: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01461
Total number of active participants reported on line 7a of the Form 55002021-10-01288
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-01155
Total of all active and inactive participants2021-10-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01443
Number of participants with account balances2021-10-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01415
Total number of active participants reported on line 7a of the Form 55002020-10-01274
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-01187
Total of all active and inactive participants2020-10-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01461
Number of participants with account balances2020-10-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01415
Total number of active participants reported on line 7a of the Form 55002019-10-01262
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01153
Total of all active and inactive participants2019-10-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01415
Number of participants with account balances2019-10-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01437
Total number of active participants reported on line 7a of the Form 55002018-10-01248
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-01167
Total of all active and inactive participants2018-10-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01415
Number of participants with account balances2018-10-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01475
Total number of active participants reported on line 7a of the Form 55002017-10-01264
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-01173
Total of all active and inactive participants2017-10-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01437
Number of participants with account balances2017-10-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01428
Total number of active participants reported on line 7a of the Form 55002016-10-01297
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-01178
Total of all active and inactive participants2016-10-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01475
Number of participants with account balances2016-10-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01423
Total number of active participants reported on line 7a of the Form 55002015-10-01260
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-01168
Total of all active and inactive participants2015-10-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01428
Number of participants with account balances2015-10-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01414
Total number of active participants reported on line 7a of the Form 55002014-10-01246
Number of other retired or separated participants entitled to future benefits2014-10-01177
Total of all active and inactive participants2014-10-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01423
Number of participants with account balances2014-10-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01392
Total number of active participants reported on line 7a of the Form 55002013-10-01243
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-01171
Total of all active and inactive participants2013-10-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01414
Number of participants with account balances2013-10-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01390
Total number of active participants reported on line 7a of the Form 55002012-10-01246
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-01146
Total of all active and inactive participants2012-10-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01392
Number of participants with account balances2012-10-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01400
Total number of active participants reported on line 7a of the Form 55002011-10-01244
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-01146
Total of all active and inactive participants2011-10-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01390
Number of participants with account balances2011-10-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01396
Total number of active participants reported on line 7a of the Form 55002010-10-01256
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-01144
Total of all active and inactive participants2010-10-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01400
Number of participants with account balances2010-10-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01382
Total number of active participants reported on line 7a of the Form 55002009-10-01244
Number of other retired or separated participants entitled to future benefits2009-10-01152
Total of all active and inactive participants2009-10-01396
Total participants2009-10-01396
Number of participants with account balances2009-10-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN

Measure Date Value
2022 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-1,494,112
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$3,199,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$3,121,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$3,479,085
Value of total assets at end of year2022-09-30$28,614,699
Value of total assets at beginning of year2022-09-30$33,308,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$77,877
Total interest from all sources2022-09-30$145,629
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$824,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$824,309
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$1,489,191
Participant contributions at end of year2022-09-30$264,879
Participant contributions at beginning of year2022-09-30$160,396
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$976,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-4,693,544
Value of net assets at end of year (total assets less liabilities)2022-09-30$28,614,699
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$33,308,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$71,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$23,068,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$28,303,883
Value of interest in pooled separate accounts at end of year2022-09-30$1,230,791
Value of interest in pooled separate accounts at beginning of year2022-09-30$995,599
Interest on participant loans2022-09-30$7,751
Interest earned on other investments2022-09-30$137,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$4,050,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$3,848,365
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$93,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-6,132,936
Net investment gain/loss from pooled separate accounts2022-09-30$189,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$1,013,410
Employer contributions (assets) at end of year2022-09-30$0
Employer contributions (assets) at beginning of year2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$3,027,676
Contract administrator fees2022-09-30$6,334
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30LANE GORMAN TRUBITT LL
Accountancy firm EIN2022-09-30751044330
2021 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$7,603,270
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$3,140,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$3,064,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$2,537,551
Value of total assets at end of year2021-09-30$33,308,243
Value of total assets at beginning of year2021-09-30$28,845,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$75,823
Total interest from all sources2021-09-30$129,955
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$360,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$360,178
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$1,461,995
Participant contributions at end of year2021-09-30$160,396
Participant contributions at beginning of year2021-09-30$143,439
Participant contributions at end of year2021-09-30$0
Participant contributions at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$123,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$4,462,768
Value of net assets at end of year (total assets less liabilities)2021-09-30$33,308,243
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$28,845,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$28,303,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$24,098,238
Value of interest in pooled separate accounts at end of year2021-09-30$995,599
Value of interest in pooled separate accounts at beginning of year2021-09-30$861,488
Interest on participant loans2021-09-30$6,804
Interest earned on other investments2021-09-30$123,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$3,848,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$3,742,310
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$14,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$4,472,158
Net investment gain/loss from pooled separate accounts2021-09-30$103,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$952,190
Employer contributions (assets) at end of year2021-09-30$0
Employer contributions (assets) at beginning of year2021-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$3,050,169
Contract administrator fees2021-09-30$75,823
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30LANE GORMAN TRUBITT LLC
Accountancy firm EIN2021-09-30751044330
2020 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$5,239,221
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,184,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,127,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$2,601,715
Value of total assets at end of year2020-09-30$28,845,475
Value of total assets at beginning of year2020-09-30$24,790,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$57,167
Total interest from all sources2020-09-30$131,493
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$297,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$297,569
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$1,528,820
Participant contributions at end of year2020-09-30$143,439
Participant contributions at beginning of year2020-09-30$31,283
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$65,377
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$113,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$4,054,522
Value of net assets at end of year (total assets less liabilities)2020-09-30$28,845,475
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$24,790,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$24,098,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$20,032,282
Value of interest in pooled separate accounts at end of year2020-09-30$861,488
Value of interest in pooled separate accounts at beginning of year2020-09-30$866,068
Interest on participant loans2020-09-30$2,692
Interest earned on other investments2020-09-30$128,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$3,742,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$3,755,495
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$40,200
Net investment gain/loss from pooled separate accounts2020-09-30$-1,870
Net gain/loss from 103.12 investment entities2020-09-30$2,210,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$959,652
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$40,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,087,332
Contract administrator fees2020-09-30$57,167
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30LANE GORMAN TRUBITT LLC
Accountancy firm EIN2020-09-30751044330
2019 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$3,345,456
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$892,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$845,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$2,522,007
Value of total assets at end of year2019-09-30$24,790,953
Value of total assets at beginning of year2019-09-30$22,337,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$46,225
Total interest from all sources2019-09-30$131,847
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$43,487
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$1,552,901
Participant contributions at end of year2019-09-30$31,283
Participant contributions at beginning of year2019-09-30$10,813
Participant contributions at end of year2019-09-30$65,377
Participant contributions at beginning of year2019-09-30$63,130
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$11,336
Other income not declared elsewhere2019-09-30$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$2,453,387
Value of net assets at end of year (total assets less liabilities)2019-09-30$24,790,953
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$22,337,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$20,032,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$17,666,901
Value of interest in pooled separate accounts at end of year2019-09-30$866,068
Value of interest in pooled separate accounts at beginning of year2019-09-30$799,689
Interest on participant loans2019-09-30$324
Interest earned on other investments2019-09-30$131,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$3,755,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$3,758,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$649,167
Net investment gain/loss from pooled separate accounts2019-09-30$42,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$957,770
Employer contributions (assets) at end of year2019-09-30$40,448
Employer contributions (assets) at beginning of year2019-09-30$39,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$845,844
Contract administrator fees2019-09-30$2,738
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30LANE GORMAN TRUBITT LLC
Accountancy firm EIN2019-09-30751044330
2018 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$4,134,181
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$1,226,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,183,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$2,450,240
Value of total assets at end of year2018-09-30$22,337,566
Value of total assets at beginning of year2018-09-30$19,429,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$42,901
Total interest from all sources2018-09-30$129,648
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$1,517,659
Participant contributions at end of year2018-09-30$10,813
Participant contributions at beginning of year2018-09-30$10,498
Participant contributions at end of year2018-09-30$63,130
Participant contributions at beginning of year2018-09-30$59,747
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$37,113
Other income not declared elsewhere2018-09-30$11,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$2,907,753
Value of net assets at end of year (total assets less liabilities)2018-09-30$22,337,566
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$19,429,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$35,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$17,666,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$14,825,456
Value of interest in pooled separate accounts at end of year2018-09-30$799,689
Value of interest in pooled separate accounts at beginning of year2018-09-30$819,023
Interest on participant loans2018-09-30$315
Interest earned on other investments2018-09-30$129,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$3,758,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$3,679,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$1,502,612
Net investment gain/loss from pooled separate accounts2018-09-30$40,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$895,468
Employer contributions (assets) at end of year2018-09-30$39,031
Employer contributions (assets) at beginning of year2018-09-30$35,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,183,527
Contract administrator fees2018-09-30$7,514
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30LANE GORMAN TRUBITT LLC
Accountancy firm EIN2018-09-30751044330
2017 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$3,439,285
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$932,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$917,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$1,541,330
Value of total assets at end of year2017-09-30$19,429,813
Value of total assets at beginning of year2017-09-30$16,923,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$15,654
Total interest from all sources2017-09-30$130,115
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$1,038,739
Participant contributions at end of year2017-09-30$10,498
Participant contributions at beginning of year2017-09-30$10,192
Participant contributions at end of year2017-09-30$59,747
Participant contributions at beginning of year2017-09-30$41,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$2,506,579
Value of net assets at end of year (total assets less liabilities)2017-09-30$19,429,813
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$16,923,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$7,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$14,825,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$12,442,050
Value of interest in pooled separate accounts at end of year2017-09-30$819,023
Value of interest in pooled separate accounts at beginning of year2017-09-30$793,293
Interest on participant loans2017-09-30$306
Interest earned on other investments2017-09-30$129,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$3,679,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$3,617,448
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$21,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$1,733,774
Net investment gain/loss from pooled separate accounts2017-09-30$34,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$502,591
Employer contributions (assets) at end of year2017-09-30$35,805
Employer contributions (assets) at beginning of year2017-09-30$19,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$895,425
Contract administrator fees2017-09-30$8,064
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2017-09-30751044330
2016 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$3,135,056
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$779,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$773,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$1,887,995
Value of total assets at end of year2016-09-30$16,923,234
Value of total assets at beginning of year2016-09-30$14,567,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$5,973
Total interest from all sources2016-09-30$124,756
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$998,889
Participant contributions at end of year2016-09-30$10,192
Participant contributions at beginning of year2016-09-30$9,894
Participant contributions at end of year2016-09-30$41,216
Participant contributions at beginning of year2016-09-30$41,755
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$434,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$2,355,437
Value of net assets at end of year (total assets less liabilities)2016-09-30$16,923,234
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$14,567,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$12,442,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$10,549,050
Value of interest in pooled separate accounts at end of year2016-09-30$793,293
Value of interest in pooled separate accounts at beginning of year2016-09-30$799,685
Interest on participant loans2016-09-30$298
Interest earned on other investments2016-09-30$124,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$3,617,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$3,148,332
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$41,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$1,079,082
Net investment gain/loss from pooled separate accounts2016-09-30$43,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$454,285
Employer contributions (assets) at end of year2016-09-30$19,035
Employer contributions (assets) at beginning of year2016-09-30$19,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$732,127
Contract administrator fees2016-09-30$5,973
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2016-09-30751044330
2015 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$1,346,557
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$1,942,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,914,645
Expenses. Certain deemed distributions of participant loans2015-09-30$12,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$1,311,197
Value of total assets at end of year2015-09-30$14,567,797
Value of total assets at beginning of year2015-09-30$15,164,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$15,230
Total interest from all sources2015-09-30$108,393
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$945,676
Participant contributions at end of year2015-09-30$9,894
Participant contributions at beginning of year2015-09-30$22,594
Participant contributions at end of year2015-09-30$41,755
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$8,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-596,214
Value of net assets at end of year (total assets less liabilities)2015-09-30$14,567,797
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$15,164,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$10,549,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$11,427,978
Value of interest in pooled separate accounts at end of year2015-09-30$799,685
Value of interest in pooled separate accounts at beginning of year2015-09-30$696,713
Interest on participant loans2015-09-30$498
Interest earned on other investments2015-09-30$107,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$3,148,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$3,016,726
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$48,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-145,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$357,219
Employer contributions (assets) at end of year2015-09-30$19,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,865,896
Contract administrator fees2015-09-30$15,230
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30LANE GORMAN TRUBITT LLC
Accountancy firm EIN2015-09-30751044330
2014 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$2,506,488
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$615,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$603,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,182,869
Value of total assets at end of year2014-09-30$15,164,011
Value of total assets at beginning of year2014-09-30$13,273,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$12,263
Total interest from all sources2014-09-30$107,167
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$855,986
Participant contributions at end of year2014-09-30$22,594
Participant contributions at beginning of year2014-09-30$21,936
Participant contributions at beginning of year2014-09-30$34,411
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$1,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$1,890,879
Value of net assets at end of year (total assets less liabilities)2014-09-30$15,164,011
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$13,273,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$11,427,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$9,680,429
Value of interest in pooled separate accounts at end of year2014-09-30$696,713
Value of interest in pooled separate accounts at beginning of year2014-09-30$620,588
Interest on participant loans2014-09-30$658
Interest earned on other investments2014-09-30$106,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$3,016,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$2,902,156
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$26,661
Net investment gain/loss from pooled separate accounts2014-09-30$61,440
Net gain/loss from 103.12 investment entities2014-09-30$1,155,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$325,375
Employer contributions (assets) at beginning of year2014-09-30$13,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$576,685
Contract administrator fees2014-09-30$12,263
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30LANE GORMAN TRUBITT PLLC
Accountancy firm EIN2014-09-30751055330
2013 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$2,531,294
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$777,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$771,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,096,298
Value of total assets at end of year2013-09-30$13,273,132
Value of total assets at beginning of year2013-09-30$11,519,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$6,439
Total interest from all sources2013-09-30$108,716
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$100,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$772,421
Participant contributions at end of year2013-09-30$21,936
Participant contributions at beginning of year2013-09-30$21,297
Participant contributions at end of year2013-09-30$34,411
Participant contributions at beginning of year2013-09-30$31,539
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$7,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$1,753,347
Value of net assets at end of year (total assets less liabilities)2013-09-30$13,273,132
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$11,519,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$9,680,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$7,865,942
Value of interest in pooled separate accounts at end of year2013-09-30$620,588
Value of interest in pooled separate accounts at beginning of year2013-09-30$585,087
Interest on participant loans2013-09-30$641
Interest earned on other investments2013-09-30$108,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$2,902,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$3,002,753
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$5,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$1,267,820
Net investment gain/loss from pooled separate accounts2013-09-30$58,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$316,792
Employer contributions (assets) at end of year2013-09-30$13,612
Employer contributions (assets) at beginning of year2013-09-30$13,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$765,693
Contract administrator fees2013-09-30$6,439
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30LANE GORMAN TRUBITT PLLC
Accountancy firm EIN2013-09-30751055330
2012 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$2,812,422
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$808,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$806,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,288,215
Value of total assets at end of year2012-09-30$11,519,785
Value of total assets at beginning of year2012-09-30$9,516,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$2,032
Total interest from all sources2012-09-30$106,567
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$100,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$800,833
Participant contributions at end of year2012-09-30$21,297
Participant contributions at beginning of year2012-09-30$20,675
Participant contributions at end of year2012-09-30$31,539
Participant contributions at beginning of year2012-09-30$30,685
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$173,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$2,003,581
Value of net assets at end of year (total assets less liabilities)2012-09-30$11,519,785
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$9,516,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$7,865,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$5,971,808
Value of interest in pooled separate accounts at end of year2012-09-30$585,087
Value of interest in pooled separate accounts at beginning of year2012-09-30$523,506
Interest on participant loans2012-09-30$622
Interest earned on other investments2012-09-30$105,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$3,002,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$2,956,652
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$5,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$1,359,545
Net investment gain/loss from pooled separate accounts2012-09-30$58,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$314,193
Employer contributions (assets) at end of year2012-09-30$13,167
Employer contributions (assets) at beginning of year2012-09-30$12,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$801,211
Contract administrator fees2012-09-30$2,032
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30LANE GORMAN TRUBITT PLLC
Accountancy firm EIN2012-09-30751055330
2011 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$1,143,684
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$509,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$508,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,041,930
Value of total assets at end of year2011-09-30$9,516,204
Value of total assets at beginning of year2011-09-30$8,882,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$1,102
Total interest from all sources2011-09-30$92,879
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$100,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$725,623
Participant contributions at end of year2011-09-30$20,675
Participant contributions at beginning of year2011-09-30$21,197
Participant contributions at end of year2011-09-30$30,685
Participant contributions at beginning of year2011-09-30$30,204
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$4,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$633,841
Value of net assets at end of year (total assets less liabilities)2011-09-30$9,516,204
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$8,882,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$5,971,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$5,962,437
Value of interest in pooled separate accounts at end of year2011-09-30$523,506
Value of interest in pooled separate accounts at beginning of year2011-09-30$414,407
Interest on participant loans2011-09-30$603
Interest earned on other investments2011-09-30$92,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$2,956,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$2,440,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-63,337
Net investment gain/loss from pooled separate accounts2011-09-30$72,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$311,681
Employer contributions (assets) at end of year2011-09-30$12,878
Employer contributions (assets) at beginning of year2011-09-30$13,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$508,741
Contract administrator fees2011-09-30$1,102
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30LANE GORMAN TRUBITT PLLC
Accountancy firm EIN2011-09-30751055330
2010 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-09-30$0
Total income from all sources (including contributions)2010-09-30$1,600,317
Total loss/gain on sale of assets2010-09-30$0
Total of all expenses incurred2010-09-30$215,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-09-30$205,153
Expenses. Certain deemed distributions of participant loans2010-09-30$8,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-09-30$1,049,703
Value of total assets at end of year2010-09-30$8,882,363
Value of total assets at beginning of year2010-09-30$7,497,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-09-30$1,151
Total interest from all sources2010-09-30$82,706
Total dividends received (eg from common stock, registered investment company shares)2010-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-09-30No
Was this plan covered by a fidelity bond2010-09-30Yes
Value of fidelity bond cover2010-09-30$100,000
If this is an individual account plan, was there a blackout period2010-09-30No
Were there any nonexempt tranactions with any party-in-interest2010-09-30No
Contributions received from participants2010-09-30$729,171
Participant contributions at end of year2010-09-30$21,197
Participant contributions at beginning of year2010-09-30$32,219
Participant contributions at end of year2010-09-30$30,204
Participant contributions at beginning of year2010-09-30$30,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-09-30No
Value of net income/loss2010-09-30$1,385,244
Value of net assets at end of year (total assets less liabilities)2010-09-30$8,882,363
Value of net assets at beginning of year (total assets less liabilities)2010-09-30$7,497,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-09-30No
Were any leases to which the plan was party in default or uncollectible2010-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-09-30$5,962,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-09-30$4,929,444
Value of interest in pooled separate accounts at end of year2010-09-30$414,407
Value of interest in pooled separate accounts at beginning of year2010-09-30$313,028
Interest on participant loans2010-09-30$869
Interest earned on other investments2010-09-30$81,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-09-30$2,440,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-09-30$2,178,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-09-30$455,986
Net investment gain/loss from pooled separate accounts2010-09-30$11,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-09-30No
Was there a failure to transmit to the plan any participant contributions2010-09-30No
Has the plan failed to provide any benefit when due under the plan2010-09-30No
Contributions received in cash from employer2010-09-30$320,532
Employer contributions (assets) at end of year2010-09-30$13,221
Employer contributions (assets) at beginning of year2010-09-30$13,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-09-30$205,153
Contract administrator fees2010-09-30$1,151
Did the plan have assets held for investment2010-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-09-30Yes
Opinion of an independent qualified public accountant for this plan2010-09-30Disclaimer
Accountancy firm name2010-09-30LANE GORMAN TRUBITT PLLC
Accountancy firm EIN2010-09-30751044330

Form 5500 Responses for JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN

2021: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03343
Policy instance 2
Insurance contract or identification number03343
Number of Individuals Covered38
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500106 & 500107
Policy instance 1
Insurance contract or identification number500106 & 500107
Number of Individuals Covered237
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500106 & 500107
Policy instance 2
Insurance contract or identification number500106 & 500107
Number of Individuals Covered400
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03343
Policy instance 1
Insurance contract or identification number03343
Number of Individuals Covered39
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $30
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $30
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500106 & 500107
Policy instance 1
Insurance contract or identification number500106 & 500107
Number of Individuals Covered382
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03343
Policy instance 2
Insurance contract or identification number03343
Number of Individuals Covered26
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $39
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $39
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03343
Policy instance 2
Insurance contract or identification number03343
Number of Individuals Covered45
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $42
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $42
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500106 & 500107
Policy instance 1
Insurance contract or identification number500106 & 500107
Number of Individuals Covered411
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03343
Policy instance 1
Insurance contract or identification number03343
Number of Individuals Covered46
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $53
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337421&1 500106
Policy instance 2
Insurance contract or identification number337421&1 500106
Number of Individuals Covered414
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03343
Policy instance 1
Insurance contract or identification number03343
Number of Individuals Covered62
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337421&1 500106
Policy instance 2
Insurance contract or identification number337421&1 500106
Number of Individuals Covered381
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337421&1 500106
Policy instance 1
Insurance contract or identification number337421&1 500106
Number of Individuals Covered369
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03343
Policy instance 2
Insurance contract or identification number03343
Number of Individuals Covered28
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03343
Policy instance 1
Insurance contract or identification number03343
Number of Individuals Covered66
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337421&1 500106
Policy instance 2
Insurance contract or identification number337421&1 500106
Number of Individuals Covered342
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03343
Policy instance 1
Insurance contract or identification number03343
Number of Individuals Covered68
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337421&1 500106
Policy instance 2
Insurance contract or identification number337421&1 500106
Number of Individuals Covered335
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03343
Policy instance 2
Insurance contract or identification number03343
Number of Individuals Covered72
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337421 337422
Policy instance 1
Insurance contract or identification number337421 337422
Number of Individuals Covered329
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03343
Policy instance 2
Insurance contract or identification number03343
Number of Individuals Covered73
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337421 337422
Policy instance 1
Insurance contract or identification number337421 337422
Number of Individuals Covered330
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3